Change View (Client Receipts Existing tab) window

The date or time period of the receipts and credit memos you want to view.

To choose a range of dates, click Select Dates and enter the beginning and ending dates.

Enter a client to view only receipts and credit memos for a specific client.

Enter a project to view only receipts and credit memos for a specific project.

Note:

To enter a client receipt to a project with a status other than Preliminary, Active or Billing Hold, you must first open the project list in > Manage > Project Command Center. Click the Status column, and select the status (Hold, Work Hold, or Closed). Then resume entering the client receipt in the Manage Client Receipts window.

Select this check box to also view voided and nonsufficient funds receipts.

Select this check box to also view refunds.