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The Find Check by Number or Payee provides a search mechanism to locate where a specific check was applied. Entering a payer name and/or check number searches payments for transactions that match the criteria. Specific information is then available on the payment and to which account, tax year and entity it was applied
 Payer Name
To search for a payment made by a specific payer enter as much information as possible to narrow or expand the search. This field my be left blank to search by owner name, check number, amount of payment, date, type, and/or who took the payment.
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 Owner Name
To search for a payment for a specific owner enter as much information as possible to narrow or expand the search. This field my be left blank to search by owner name, check number, amount of payment, date, type, and who took the payment.
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 Check Number
Enter the check number to search for a specific check number applied to a payment. This can be used in conjunction with the Payer Name.
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 Amount
Enter the specific amount to search for a specific applied payment. This can be used in conjunction with the Payer Name.
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 Pay Type Drop Down
The Pay Type Drop Down pulls up all the accounts associated with a specifically defined pay type.
For example selecting LR (Late Renditions) would pull up all accounts with that type.
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 Operator
The Operator is the user that entered the payment.
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 Payment By Date
You can also search for a record based on a specific payment date.
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 Search button
Click the "Search" button to find records that match or are close to the Payer Name and or Check number information entered.
The search button returns the Possible Transactions popup. Select the transaction by clicking the "CHECK" button.
The detailed transaction record displays.
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