1. User Guide
  2. OPERA Cloud
  3. Financials
  4. Accounts Receivables
  5. Using Accounts Receivable Transaction Research

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

  1. From the OPERA Cloud menu, select Financials, select Accounts Receivables, and then select Transaction Research.

  2. Enter search criteria, then click Search.

From search results, you are presented with different actions depending on the record you select :

  • 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