You can filter and search for communications for any Receivable Account.
Introduction
You can search for any communications for a Receivable Account, and filter by dates and keywords. This enables you to easily find Quotes, Orders, Invoices and Statements.
Search the Communications
- Go to Receivables > Receivable Account.
- Select the Receivable Account you want.
- Go to the Communications tab.
To filter and search for items:
- Entered start date: Optionally, enter the start date to search from.
- Entered end date: Optionally, enter the start date to search up to.
- Keyword: Optionally, enter a keyword to search for, e.g. inv for invoices. You can also search for an invoice or order number.
- Top number: This defaults to search for a maximum of 200 to make the search efficient. You can increase this number if necessary.
- Click Search.
The results meeting your search criteria will be displayed.
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Last updated: 30 March 2023