Using Accounts Receivable Transaction Research
Use search to find specific invoices and payments based on the following search criteria: Property, Account Number, Account Name, Name, Folio Number, Invoice Number, Statement Number, From or To Date, or Amount From or To.
Searching for AR Transactions
-
From the OPERA Cloud menu, select Financials, select Accounts Receivables, and then select Transaction Research.
-
Enter search criteria, then click Search.
-
Pay History: Displays a history of payments for the selected account.
-
Manage Invoice Details: View and manage invoice details from the Manage Invoice Details screen. For more information, see Managing AR Invoice Details.
-
View Folio: Generate a folio for the selected invoice. For more information, see Managing Historical Folios.
-
Edit Invoice: View the invoice details or edit supplement and reference information for the invoice.
-
Transfer: Transfer the full or partial invoice amount from one account to another account. For more information, see Managing AR Invoice Payments.
-
Manage Account: Access AR Account details related to an invoice or payment. For more information, see Managing AR Invoices.
-
Manage Invoice: Launch Manage Invoices with the selected invoice number selected in the search criteria. For more information, see Managing AR Invoices.
-
Finalize Invoice: Mark the invoice as finalized; you cannot make new postings to the invoice, edit transaction reference or supplemental information, or make adjustments to charges. For more information, see Managing AR Invoices
-
Apply Payments: Apply payments to selected invoice. For more information, see Managing AR Invoices.
Parent topic: Accounts Receivables