• 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


      • 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