Invoice Search Lookup

The Invoice Search lookup is used to search for a particular Company Payable invoice using several different criteria.

  1. On the Lookups menu, click Invoice Search.

The table below shows the features and fields of the Company Payable Voucher Lookup dialog box.

Field/Feature

Function

Selection Criteria

Options exist are as follows:

  • Invoice #
  • Batch
  • Company
  • Date
  • Amount
  • Policy ID
  • Named Insured
  • Quote ID
  • Effective

Magnifying glass

Accesses advanced search options

Search button

Enter the search criteria and click Search to refresh the grid

Close button

Click this button to exit

Hide Zero Balance Invoices

Select to suppress invoices from the lookup grid where the AP Balance is zero

Lookup tab

Displays various invoice information for the selection criteria

Payments/Credits tab

Displays carrier payment details if applicable

Line Details tab

General Ledger Posting information is displayed

Invoice Notes tab

Accounting notes are displayed on this tab if applicable
  1. Enter the search criteria as described above.
  2. Review details as necessary.

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