Checking specific records

ebeneebz · July 2, 2019, 7:18am

how can i check transactions related to wire transfer, credit card and cheque

umair · July 2, 2019, 7:29am

These are tracked as Mode of Payment in ERPNext. You can filter transactions like Payment Entry, Sales / Purchase Invoice on Mode of Payment to see posting made in specific Mode of Payment.

ebeneebz · July 2, 2019, 8:17am

i did it in Sales Payment Summary it is not working

jaichavan · July 3, 2019, 3:03pm

You can create custom reports using Report Builder. For example, consider a report on Payment Entry and select the required columns (Party, Mode of Payment, and so on…)

Just save the report.