How to Search for an A/R Cash Receipt

There are two ways to perform an A/R cash receipt search in the A/R Cash Receipt Management screen:

•Simple Search

•Advanced Search

Simple Search

Use the following steps to perform a simple A/R cash receipt search:

1. Click on the Business tab, click Accounts Receivable, and select A/R Cash Receipt Management.

2. If applicable, enter the Account Number.

Note: The Cash Receipt Number field will become available when the Account Number is entered.

3. If applicable, enter the Cash Receipt Number.

4. If applicable, click on the Year drop-down menu to select an option.

5. If applicable, click on the Period drop-down menu to select an option.

6. Click on the Search button. All related results will display in the grid.

Advanced Search

Use the following steps to perform an advanced A/R cash receipt search:

1. In the A/R Cash Receipt Management screen, click on the Advanced Search link. The advanced search fields will be displayed.

Note: The Advanced Search link will change to Single Search.

2. If applicable, in the Account Number section, enter the From and/or To fields.

3. If applicable, in the Cash Receipt section, enter the From and/or To fields.

4. If applicable, in the Batch Year/Period section, click on the From and/or To drop-down menus to select the year and period to search between.

5. If applicable, in the Status section, select one of the following radio buttons: Open, cancelled, Closed or Any (selected by default).

6. If applicable, enter the Account Name and if needed, use the wild card search button..

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

7. If applicable, click on the Account Type drop-down to select an option.

8. If applicable, click on the A/R Category drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

9. If applicable, click on the Batch Codes drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

10. If applicable, click on the Cashier drop-down menu to select an option.

11. If applicable, in the Account section, select a symbol from the drop-down menu and enter the amount in the next field.

Note: The less than (<) symbol is selected by default.

12. Click on the Search button. All related results will display in the grid.

Click on any of the following to return to the previous process being worked:

•How to Cancel an A/R Cash Receipt

•How to Close an A/R Cash Receipt

•How to Close Multiple A/R Cash Receipts

•How to Print an A/R Cash Receipt