Search Receipts
Locating receipts is easy on the Receipts Search page. Search by various criteria and take actions on individual or multiple records.
Receipt Search View
The Receipt Search View is the main place to view, explore and search receipts.
Tip
Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views
From the Main menu, go to Finances > Receipt Search.
Use the filters available to find the receipt(s) of interest and click on Search button or simply hit Enter key. By default, the filters are set to displays all receipts issued during the current week.
Quick Search: Enter a student’s first name, last name or student number to locate the receipts by a specific student.
Receipt No: Search for a receipt using the Receipt No. When using this filter, all other filters, if any, will be ignored.
Reference No: Search for receipts using the Reference No.
Payment Provider: Filter receipts by a payment provider.
Date Range: Filter receipts based on the selected date option and range.
The options available are:Receipt Date: Filters receipts issued within the specified date range.
Reference Date: Filters receipts with a reference date within the specified date range.
Range Type: Allows users to set predefined date ranges, automatically populating the From/To Date filter based on the selected range.
Custom: Uses the manually entered From/To Date.
Day: Sets the From/To date to yesterday, today, or tomorrow.
Week: Sets the From/To date to the last, current, or next week.
Month: Sets the From/To date to the previous, current, or next month.
Quarter: Sets the From/To date to the last, current, or next quarter.
Calendar Year (CY): Sets the From/To date to the last, current, or next calendar year.
To-Date: Sets the From date as the beginning of the current month, quarter, or year and the To date as Today.
If you need more filters, you can use Column Filters and the Advanced Filter.
See this article for more details: Data Grids.You can customise the grid by adding/removing columns as required. See this article for more details: Data Grids: Customise Data Grids.
Click on the Receipt No. field to view the receipt details.
Actions on the Receipt Search View
From the Receipt Search View, you can take quick actions on one or multiple receipts using the grid actions. The available actions may vary depending on whether you select a single or multiple records and on your permissions. Some of these actions include, but are not limited to:
Send an Email (single and bulk)
Send an SMS (single and bulk)
Merge a document (single and bulk)
