How do I view receipts? (2024.11)

Receipt Inquiry

Use Receipt Inquiry to view receipts in Cash Receipting without logging in as a user and tying up a workspace.

Watch a video•

Learn how to use the tools in Receipt Inquiry to view receipts. Watch a video (5m44s)

Searching by receipt number

1. Open Connect Cash Receipting > Receipt Inquiry.

2. Use the Receipt box to enter a receipt number.

Receipt

Showing receipt detail

Click the Receipt tab to view the receipt detail. You can see the customer information; distributions and payments; user ID and workspace where the receipt was created; if the receipt was printed, and if the receipt was updated to Connect General Ledger.

Receipt tab in Receipt Inquiry

Viewing receipt notes

Use the Comments tab to look up notes that have been added to the receipt. To update the receipt note, use Redisplay in Enter Payments. See also How do I view receipts? (Enter Payments)

Comments tab

Filtering by receipt amount

Use the Amount From and To boxes to filter the search results by the receipt amount.

Amount From and To boxes

Filtering by date range

Use the Receipt Date From and To boxes to filter the search results by date.

Receipt Date From and To boxes

Filter by user, category, or workspace

Use Filters to sort the search results by user ID, category, or workspace. To set up a filter, click ALL and then use the Selection window to select a value. Clicking OK will apply the filter to the search results.

Filters

Showing receipt totals chart

To view the receipt totals as a line chart, look up a date range that includes more than one receipt and then click the Receipt Totals Chart tab.

Receipt Totals Chart tab

Setting my default date

1. Open Connect Cash Receipting > Receipt Inquiry.

2. Click Options (F12).

3. Use the Default Date box to select the default date range to search receipts.

Default Date box

4. Click OK.

Selecting my default print option

1. Open Connect Cash Receipting > Receipt Inquiry.

2. Click Options (F12).

3. Use the Default Print Option box to select Print Grid.

4. Use the Receipt Report Definition box to select the default report definition for printing receipts in Receipt Inquiry.

The Receipt Report Definition list shows the receipt reports that are set up and saved in the Receipts report.

Receipt report definition

5. Click OK.