Searching Payables

The search functionality helps you to find paid and unpaid invoices in FASTER Web. The Search Results section display records based on the search values provided in the Search Option Payables section.

Tip

To view the  Search Options - Payables page, click the Search Options - Payables link.

To search a payable

1.    Click the Accounting module.

2.    In the Actions section, click Manage Payables.

3.    In the Search Option Payables section, you can perform one of the following:

a.    Click the Paid Invoices check box and specify the following search parameters:

i.      In the Vendor list, select a vendor.

ii.     In the Invoice Number box, type an invoice number.

iii.   In the Account Number list, select an account number.

iv.   In the Payable ID list, select a payable ID.

v.     In the Paid Start Date field, type the date in the MM/DD/YYYY format or select a start date of payable transaction duration.

vi.   In the Paid End Date field, type the date in the MM/DD/YYYY format or select a end date of payable transaction duration.

b.    Click the Unpaid Invoices check box and specify the following search parameters:

i.      In the Vendor list, select a vendor.

ii.     In the Invoice Number box, type an invoice number.

iii.   In the Account Number list, select an account number.

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

5.    Click Search.

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

§      Vendor

§      Amount

6.    Click  next to a vendor to view invoice.

7.    Click next to an invoice to view invoice details.

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.

 

Related Topics