Searching Receivable Payments

The Advanced Search Options - Receivable Payments section lets you use the multiple search options to search and display the receivable payments transactions.

Tip

To view the Advanced Search Options - Receivable Payments page, click the Advanced Search Options - Receivable Payments link.

To search the receivable payment

1.    Click the Accounting module.

2.    In the Actions section, click Manage Receivables.

3.    In the Advanced Search Options - Receivable Payments section, specify the following search parameters:

a.    In the Statement ID list, select a statement id.

b.    In the Department list, select a department.

c.     In the Expense Account Number box, type the expense account number.

d.    Optionally, select the Balance Due Only check box to display only the accounts with balance due.

e.    Optionally, if you know the exact expense account number, select the Exact Match check box to exactly match the search result with the search parameters.

4.    Click Search.

The Search Results grid displays the receivable payments transactions based on the search parameters with the following information for each transaction:

§      Statement

§      Department

§      Account number

§      Amount Due

§      Total Payments

§      Balance Due

§      Created Date

Navigation Tips:

  • To expand or collapse the grids in the search window, click to the right of the title bars.
  • To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the icon. The position of the grids will be the same next time you open the search window.
  • To sort the search results displayed in a column by any category, click the column header.
  • To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time.
  • If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’  records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results.
  • To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

 

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·      Microsoft Excel (.xlsx)

·      Microsoft Word (.docx)

·      Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

 

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