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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Deposits based on Customer Payments

edited Jun 2, 2025 2:50PM in Ask A Guru 16 comments

Hi. I'm trying to generate a report or a saved search for deposits based on Customer payments. When I pull a saved search by deposit, it comes back with 1 line item. When I pull a saved search by payments I can see the customer names. Is there any way to pull a report using deposits but get the detail payment information by customer?

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