Search Criteria Tab of the Payment Review Form

Use the fields and options on this tab to set the criteria, such as payment date, bank code, vendor, employee, or project, for displaying data on the Payments grid.

Contents

If the Search Criteria tab is not displayed, click Show Panel on the toolbar.

Field	Description
Time Frame	Select this option to include the payment date or posting period as part of your search criteria.
Payment Date	Select this option to display payments based on a range of payment dates. Specify a start date and an end date for the range of payments that you want to display.
Posting Period	Select this option to display payments based on a range of posting periods and then select a starting period and an ending period for the range.
Bank Code	To display payments for a specific bank, use the drop-down list to select the bank code.
Vendor	To display payments based on the vendors who were payees, select one or more vendors on the lookup.
Employee	To display payments based on the employees who were payees, select one or more employees on the lookup.
Projects	To display payments based on the associated projects, select one or more projects on the lookup.
Invoice	To display payments based on the invoices paid, select one or more vendor invoices on the lookup.
Bank Amount, Payment Amount	To display payments based on a range of payment amounts, enter the starting amount and ending amount of the range. If you use multiple currencies: If this option is selected on the Currency tab Then enter amounts here in this currency Both Currencies Payment or bank currency Bank Currency Bank currency Payment Currency Payment currency
Payment Number	To display payments based on a range of payment numbers, enter the starting and ending payment numbers.
Transaction Type	To display payments based on transaction type, such as AP Payment/EFT or Direct Debit, use the drop-down list to select the transaction type.
Advanced Search	To search for and select payments, use the Payment lookup. You can search for payments that contain alphabetic characters (you cannot use the regular payment number fields to search for alphabetic characters). For example, if you cannot remember the exact name on the payment but you know it had to do with “Express," use an advanced search to find any payee that contains “Express." All payments with the word "Express" in the payee name, which also meet the other criteria that you specify, display when you click Search.
Saved Searches	Select a search that has been configured and saved for reuse.
Show Final Totals	Select this option if you want the final totals to display on the Payment Review grid. If you use multiple currencies, final totals display only if the payments are all in the same currency.
Search	Click this option to display information based on the criteria that you entered.