• In Reports, click Transaction reports and open a new Account Activity Report
       
    • On the Format tab, highlight Detail
       
    • Select Report By Payer
       
    • Select Report in Detail and Show Transaction Details
       
    • Mark the Show credits/payments with their associated charges checkbox
       
    • Highlight Sort/Break
       
    • Sort by these three criteria in this order:

      Payer Name, Recipient Name, and Transaction Date
       


    OR




      • In Reports, highlight Transaction Reports
         
      • Highlight Transaction List Reports and click New
         
      • On the General tab, select to include only Payments
         
      • On the Filters tab, select the appropriate payment owners