Receipts Search Results Screen
Use this screen to search, view, create, and void receipts.
Description of fields on the Search Criteria panel screen
| Field Label | Description |
|---|---|
| Received From | Enter part or all of the name of the party. |
| RO Number | Enter one or more repair order numbers in this field. |
| Check/Auth. Number | Enter part of all of the check authorization number in this field. |
| Receipt Date (From / To) | This is the date the receipt was created. This value cannot be edited. |
| Receipt Status | This value describes the receipt status. Valid values include All, Complete and Voided. |
| Deposit Status | Valid values include All, Do Not Deposit, Deposited, and Not Deposited. This value describes the deposit status receipt . |
| Search | Select this option after you have entered search criteria. |
Description of fields on the Search Results pane
| Field Label | Description |
|---|---|
| New Receipt | Selecting this option opens the New Receipt window. |
| Refresh | This option retrieves the current search results. |
| Select this option to print a list of deposit records from the Search Results screen. | |
| Print Preview | Selecting this option to displays a list of deposit records from the Search Results on your screen. |
| Export to CSV | This option exports the list in CSV (Comma Separate Value) file format. |
| Receipt Number | The receipt number is displayed in this column. Receipt numbers are automatically generated. |
| Received From | The entity who made the remittance for the selected receipt is displayed in this column. |
| RO Number | This is the repair order number associated with the selected receipt. |
| Check/Auth. Number | The authorization or check number of the selected receipt is displayed in this column. |
| Receipt $ | This value is the receipt amount. |
| Receipt Date | This is the date the receipt was created. This value cannot be edited. |
| Receipt Type | This value indicates the type of receipt. Valid values include American Express, Cash, Check, Discover, EFT, Insurance Check, MasterCard, Personal Check, Visa, and Write Off. |
| Receipt Status | This value describes the receipt status. Valid values include All, Complete and Voided. |
| Deposit Status | Valid values include All, Do Not Deposit, Deposited, and Not Deposited. |
| Edit (mini-toolbar) | Use this option to open the selected receipt and edit the information. |
| Print (mini-toolbar) | Use this option to print the selected receipt. |
| Void (mini-toolbar) | Use this option to mark the selected receipt void. |
