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  • Link Legacy Repay Transactions to Advances

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Utilize the SSDT Transfer Advance Activity Report to Review Transactions

  1. The SSDT Transfer Advance Activity Report can be run for Transaction Types Advance and Legacy_Repay to generate a list of transactions by cash account. 

  2. This report may be helpful in locating which Repays belong to which Advances. Review the transactions account code and amounts.

    Some repayments are for the full amount of the Advance so they are easy to locate:

    Some are only partial repayments so they may be more difficult to determine without looking at the account code: