How do I search for missing receipt numbers?

Find receipts without a receipt number.

Caselle will usually assign the next available receipt number to a new receipt. However, if the receipt number is deleted and the receipt is saved, the receipt may not be updated correctly to General Ledger or interfaced applications. Use this option to show receipts that are missing a receipt number for each workspace.

Contents

Searching for receipts with missing receipt numbers
Adding a receipt number to a receipt

Searching for receipts with missing receipt numbers

1. Open Connect Cash Receipting > Organization > Checkout.

2. Set up the Selection Criteria.

How do I change the date range?

How do I change the receipt number range?

How do I change the workspace?

3. Click to select the checkbox titled Check for Missing Receipt Numbers.

4. Click GO (CTRL+G).

The Checkout Report prints a list of receipts that do not have a receipt number.

Adding a receipt number to a receipt

1. To add a receipt number to a receipt, use Enter Payments (Payments > Enter Payments).

2. Switch to Edit mode (CTRL+E).

3. With the cursor in the Receipt Number field, click Search to select the receipt that is missing a receipt number.

4. Assign the receipt to a receipt number.

5. Click Save (CTRL+S).