If multiple matches are for the name search criteria you type on the Find Names screen, you can select the customer from list of names found on the Primary Address browse screen. Once you select the customer, you can then click the Select option on the Additional Customer Options dialog box to select that customer for the invoice search. Addr No. This optional field is used to pull data for invoices that are using additional addresses. Contract This is the contract number associated with the invoice. For/Loc This box contains general comments that print at the top of the invoice. This can be a difficult search option to use, unless your site has a policy to always put in standard wording or numbers in this field in the same location on every invoice. Once you have entered your search criteria, Accept. The program creates the active set of records based on your search criteria. Use the navigation bar at the bottom of the screen to move to the next record in the active set or click Browse to view all invoices in the list. Use the Output group ribbon buttons to output the browse screen or Invoice Inquiry records to a report. In addition, on the browse screen and the Invoice Inquiry screen, you can click Excel to export the set of invoices directly into Microsoft® Excel. On the Invoice Inquiry screen, you can also click Word to export the set of invoices into Microsoft Word. Click any of the following buttons to view additional invoice information, if required: Click Detail to access the table of detail lines on the screen. You can double-click a detail line to view more detailed information about it on the Invoice Detail screen. Click Audit to display the Invoice Master Audit screen and the audit record for the current invoice. Click History to display a browse screen of the payment history records for the invoice. You can double-click a record to view receipt details on the Payment History Receipt Display screen. User Defined to view the user-defined fields established on the Invoice Header User-Defined Fields screen, if applicable. Reports - Open Accounts Receivable by Revenue Account The Open Accounts Receivable by Revenue Account program creates a report of open accounts receivable by general ledger account for General Billing invoices. Use the following steps to create the report:
If multiple matches are for the name search criteria you type on the Find Names screen, you can select the customer from list of names found on the Primary Address browse screen. Once you select the customer, you can then click the Select option on the Additional Customer Options dialog box to select that customer for the invoice search. Addr No. This optional field is used to pull data for invoices that are using additional addresses. Contract This is the contract number associated with the invoice. For/Loc This box contains general comments that print at the top of the invoice. This can be a difficult search option to use, unless your site has a policy to always put in standard wording or numbers in this field in the same location on every invoice. Once you have entered your search criteria, Accept. The program creates the active set of records based on your search criteria. Use the navigation bar at the bottom of the screen to move to the next record in the active set or click Browse to view all invoices in the list. Use the Output group ribbon buttons to output the browse screen or Invoice Inquiry records to a report. In addition, on the browse screen and the Invoice Inquiry screen, you can click Excel to export the set of invoices directly into Microsoft® Excel. On the Invoice Inquiry screen, you can also click Word to export the set of invoices into Microsoft Word. Click any of the following buttons to view additional invoice information, if required: Click Detail to access the table of detail lines on the screen. You can double-click a detail line to view more detailed information about it on the Invoice Detail screen. Click Audit to display the Invoice Master Audit screen and the audit record for the current invoice. Click History to display a browse screen of the payment history records for the invoice. You can double-click a record to view receipt details on the Payment History Receipt Display screen. User Defined to view the user-defined fields established on the Invoice Header User-Defined Fields screen, if applicable. Reports - Open Accounts Receivable by Revenue Account The Open Accounts Receivable by Revenue Account program creates a report of open accounts receivable by general ledger account for General Billing invoices. Use the following steps to create the report:
munis_gb_inquiries_reports.docx