Search Method | Description |
Search for | Use this field to define if you're searching for Payments, Tenders or both Payments and Tenders. The value entered in this field controls which of the remaining search methods are enabled. |
Distribution Rule | Use this field if you're searching for a tender or a payment and know the distribution rule and value used to created it. Note. This section appears only if you have configured your system to allow the payment event distribution rules method to be used. |
Payment Account | Use this field if you're searching for a payment and know the account ID or the name of any person linked to the account whose debt is relieved by the payment. - If you know the payment's account ID, first choose Account in the adjacent dropdown and then and enter the account's ID. You must enter all of the account ID. - If you know the name of any person linked to the account, first choose Person Name in the adjacent dropdown and then enter the person's name. You can enter all or part of the person's name (the more you enter, the faster the search will be). The name search is not case sensitive. A search method of Person Name defaults. If you leave the person name or ID blank, the system ignores this search method. These fields are protected if you've selected a Search for of Tender. |
Payment Amount | Use this field if you're searching for a payment and know its amount. - If you know the exact amount, first choose Equal To in the adjacent dropdown and then enter the amount. - If you know the payment amount is between a given range of values, first choose Between and then enter the range of values. A search method of Between defaults. If you leave the amount(s) blank, the system ignores this search method. These fields are protected if you've selected a Search for of Tender. |
Payor Account | Use this field if you're searching for a tender and know the account ID or the name of any person linked to the tendering account. - If you know the tender's account ID, first choose Account in the adjacent dropdown and then and enter the account's ID. You must enter all of the account ID. - If you know the name of any person linked to the tendering account, first choose Person Name in the adjacent dropdown and then enter the person's name. You can enter all or part of the person's name (the more you enter, the faster the search will be). The name search is not case sensitive. A search method of Person Name defaults. If you leave the person name or ID blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
Tender Amount | Use this field if you're searching for a tender and know its amount. - If you know the exact amount, first choose Equal To in the adjacent dropdown and then enter the amount. - If you know the tender amount is between a given range of values, first choose Between and then enter the range of values. A search method of Between defaults. If you leave the amount(s) blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
Tender Source | If you're searching for a tender and you know the source of the tender (e.g., the lockbox, cashier, etc.), enter the tender source code. A search method of Equal To defaults. If you leave the tender source blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
MICR ID | Use this field if you're searching for a tender and know its MICR (magnetic ink character recognition) ID. - If you know the entire MICR ID, first choose Equal To in the adjacent dropdown and then and enter the entire MICR ID. - If you know the first X characters of the MICR ID, first choose Like in the adjacent dropdown and then and enter the entire MICR ID. A search method of Like defaults. If you leave the MICR ID blank, the system ignores this search method. These fields are protected if you've selected a Search for of Payment. |
Payment Date | Use this field if you're searching for a tender or a payment and know its date. - If you know the exact date, first choose Equal To in the adjacent dropdown and then enter the date. - If you know the date is between a given range of values, first choose Between and then enter the date range. A search method of Between defaults. If you leave the date(s) blank, the system ignores this search method. |