[Question] How to pull a list of credit notes

[laurencalefato]

Hi All

Our accountant wants a list of all the credit notes that was done int he financial year - does anybody know the steps on Pastel Partner?

I know I can view a credit note by View > Customers> Documents > Credit notes, but those are individuals - I need to pull a list.

Your help will be appreciated.

Thanks
Lauren

[Krono9]

Hi, best list in pastel is if you go VIEW > General Ledger > Transactions > Entry type Details. Select your date and name ranges etc and ensure you select something like "Sale Credit" under entry type start and entry type end.

[laurencalefato]

Hi, best list in pastel is if you go VIEW > General Ledger > Transactions > Entry type Details. Select your date and name ranges etc and ensure you select something like "Sale Credit" under entry type start and entry type end.

Thank you very much for this - exactly what I needed.