As a user role Account Owner, you're able to see the “View Balance” button on the Payment Detail form.

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From the Navigation Bar, navigate to Reporting iQ.

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Select the Ledger tab.

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Select a ledger transaction.

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In the upper right corner, select the ‘View Balance’ button.

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This will give you a more in-depth understanding of actions that were taken for this ledger item such as adjustments, changes, and dates these actions occurred.

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