Transaction Search

 Help with this page

Complete the form below to search and click Search to view a list of receivables transactions. If you have selected accounts with different retention periods the reported data will match the retention period assigned to each account.

* = required field


Select Saved Search Parameters   (optional)
       Manage Saved Search Parameters


Select Accounts*

Available Accounts Selected Accounts

Include Account

Remove Account


Search using shared payment origination fields

Payment Routing Number

Payment Account Number

Payment Reference Field


Search by Transaction Type

(hold down the Ctrl key to select multiple items)

Or select from detailed transaction descriptions


Search by Date Range

Beginning Posted Date*
(MM/DD/YYYY)
 Calendar

Ending Posted Date
(MM/DD/YYYY)
 Calendar


Search by Amount

Amount Range From
$

Amount Range To
$


Search by Payer

Payer Name contains: 


Search by Invoice

Invoice Number contains:  

Invoice Amount Range From
$

Invoice Amount Range To
$

Include Out of Balance Record Data

Invoice Number  contains:
Applied Amount from: $   to   $
Invoiced Amount from: $   to   $
Purchase Order Number  contains:
Customer Contact  equals:
Alternate Customer Number  equals:
Zip Code  equals:

Due Date
(MM/DD/YYYY) 
  Calendar

Invoice Date
(MM/DD/YYYY)
 Calendar


Narrow your search further using the following optional criteria.

Enter as much information as you wish in the fields below. To search by a single query instead of a range, enter it in the first field.


Search by Lockbox Section (optional)
Show search results as  Transactions
Batches

Available Locations Selected Locations

Include Account

Remove Account


Check Routing Number  contains:
Check Account Number  contains:
Batch Number from: to
Check Number contains:
Check Amount from: $ to $


Search by Custom Fields (optional)
To allow a partial entry for text fields (using "contains" instead of "equals"), enter a complete or partial Payer Name above.

Plan Number (integer)  equals:
Plan Date (date)  from:   Calendar  to    Calendar
Business Unit (text) contains:


Search by Status (optional)


Search by Comments (optional)
Comment Text includes:
Comment Date Range from:   Calendar  to    Calendar
Comment By User


Search by User Last Modified By (optional)

(hold down the Ctrl key to select multiple items)



Search

Transaction Search enables you to determine search parameters for transactions stored within VantagePoint. Search criteria can include: account(s), transaction type (s), posted date(s), amount(s), payer, invoice information, lockbox information, custom field(s), transaction status, comments, and user last modified. You can re-run the last search performed, or save and uniquely name up to 10 searches for future use. NOTE: Some invoice options are only available when using AR Matching.

Hint: To search for transactions within an amount range, click Auto-Fill, then click Search. OR...to search for batches, click Auto-Fill, then click Search.

View demo hint