Report for unapplied credits

Would be especially helpful to see who has unapplied via a report or list especially when siblings are sharing credits etc.

  • Dec 1 2022
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    Julia Meseck commented
    1 Dec, 2022 08:49pm

    We're working on this right now for unapplied payments and credits. Soon, there will be a tile on the Overview tab with a Needs attention tile that will show a count of any unapplied payments and credits. Clicking the count will take you to a workspace to apply the transactions. Here's an example from our prototype: