AR Search

Overview

Updated 06/24/2021

The Search sub-menu allows you to open an existing AR batch. Once the batch is opened, you can select invoices, post payments, and use the other functions of the AR section.

Search Type

Search via either Batch ID or User Name. Type the search criteria, then press Enter.

Batch ID	The ID number of the AR batch. Must be an exact match.
User Name	The system name of the user who created the batch (usually Firstname.Lastname). You can search partial strings: For example, "La" will return both Larissa.McPherson and Lance.Legstrong.

Set Default Search Type

Set a default Search Type if one Search Type is used more frequently than another.

Select a preferred Search Type (User Name or Batch ID), then click Set.

AR Batch Search Options

Narrow the results of the search by clicking AR Batch Search Options at the right of the window. Limit searches to the following options:

By Status	Whether the AR Batch is Open or Closed
Created By	The system name of the user who created the batch (usually Firstname.Lastname).
Show Open Accounting Periods	Show only batches created in accounting periods that are still open.

Search results may be exported to Excel: click Export to Excel.

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