Zumzum Financials Knowledge Base
- Navigate to Financials Reports.
- Select Bank Balance Report.
- In the Period From field, from the drop-down menu, select the month you want the report to start from. Any records before this month will not be included in the report.
- In the Period To field, from the drop-down menu, select the month you want the report to start from. Any records after this month will not be included in the report.
- In the Bank Account field, select which Bank Account’s records you wish the report to be run on.
- Finally, select Run Report to get the results to display in Salesforce.
in Bank Reports, Manage Bank Accounts Tags: Advanced Reports, Bank Balance Report, Financial Reports