Change View (Client Receipts Existing tab) window

Use this window to change which receipts and credit memos appear on the Existing tab of the Client Receipts window.

Field

Description

Receipt date

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.

Client

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

Project

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.

Display voided and NSF receipts

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

Display refunds

Select this check box to also view refunds.

Company

Multi-company only. Select to view client receipts for only a specific company.