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Transactions are not showing on Collection

edited Nov 7, 2019 8:32AM in Receivables & Collections 1 comment

Summary

Transactions are not showing on Collection

Content

Hi

I only need to review transactions on Collection however I search transactions in the due date ranges of them and including current & including closed, there are no transaction displayed. User has confirmed that those transactions are on the dunning letter and only one is not. I need to to check the one (credit memo) that is not showing on the dunning letter but I don't see all transactions under Collection.

Do I need to set myself as an employee and assign a resource? I actually won't do anything just reviewing so I should be able to see transactions on the Collection?

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