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Can I see unapplied customer deposits at a point in the past?

edited Jun 2, 2025 2:22PM in Ask A Guru 2 comments

I currently have a report built based on Answer Id: 64678 where it tells me which customer deposits are not fully applied (applied v.s unapplied deposits).

I am trying to figure out how to build a Customer Deposits report where I can chose a date in the past to see a snapshot of the outstanding balance of my Customer Deposits balance at that time. That would mean adding some sort of filter where the applied amount column for each customer deposit only appears if within the date range i.e. I want the report run to 31st August 2020 (so any applied amount after that date would not be entered) and I could match this against my balance sheet balance.

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