Search criteria tab vouchers

Through the search mask, you can e.g. search the corresponding creditor or debtor. The search can be limited accordingly on the right side, e.g. only the display of closed or open items. 

• O (Open) is pre-set for the open items status in the search mask, i.e. the search is conducted via all personal accounts that have NON-BALANCED amounts in the account balance, thus open items.
• You can also search for all vouchers (open items status is blank) or closed open items (open items status = A for balanced).

Via the dropdown field Advanced search, you can also set that cancelled vouchers are also to be included in the search, or that it is only to be searched for outgoing and incoming payments.

Example of search and search result of a personal account

The given example shows the search for the personal account D1195. 

Additional information concerning the corresponding voucher become visible by scrolling to the right:

As in entry A, it is possible to alter the columns of the search result in width and order.

This can be done per employee to individually saved views are automatically displayed when opening the open items module.

The dunning level and indicator can be altered in the search result if the user has the corresponding authorisation.

Context menu of entry B

The prints (dunning letter, account statement, open items list) can be started via the local menu.

Through this menu, you can also switch to the payment entry.