Searching for a Payment
Searching for a Payment
The Payment Search screen is used to search for payments that are recorded on homeowner ledgers. The most common use for this screen is to search for a payment that may have been misapplied. Payments may be searched for by check number and/or dollar amount. This search function will locate payments made by any method (e.g., cash, check, ACH, online payments, etc.).
NOTE: Payments can be located by this search function whether the batch containing the payment is posted or still pending.
To search for a payment:
Select Homeowners > Payment Search. If you are using universal navigation, click Accounting > Research > Payment Search.
Search for and select the desired association or choose All Associations to search for a payment that may have been misapplied.
Complete any of the following fields to search for a specific payment and click Refresh:
Check/Ref No
For Dates
Amount Equals
Description Contains
NOTE: All fields do not have to be completed in order to use this search function. A user may enter just a check number or amount and the date range to complete the search.
Transactions matching the search criteria will display on the screen. Click on the Date or the name of the Homeowner to go to the Transaction History screen.
If it is determined that a payment was applied to the wrong homeowner ledger or that a portion of the payment should be recorded on another homeowner’s ledger. See Moving Payments.