How to Search Receivables

The Receivables Search functionality provides powerful tools for quickly locating specific invoices, payments, and customer transactions using various search criteria including invoice numbers, customer names, amounts, dates, and statuses. Efficient searching is essential for responding to customer enquiries, investigating payment issues, preparing collections activities, and accessing transaction details without manually browsing through extensive invoice lists.

Exacc offers both quick search capabilities for simple lookups using invoice numbers or customer names, and advanced search features enabling multi-criteria filtering combining date ranges, status filters, amount thresholds, customer groups, and payment terms. The search interface provides auto-complete suggestions as you type, supports wildcard searches for partial matches, and allows full-text searching through invoice descriptions and notes, ensuring you can locate transactions regardless of how much information you have available.

Search results display comprehensive invoice information including numbers, dates, customers, amounts, and statuses with sortable columns for organising results by different criteria. You can save frequently used search combinations as favourites for one-click access, export search results to spreadsheets for analysis or reporting, and perform bulk actions on selected results such as sending payment reminders or generating customer statements. The search functionality integrates with the broader receivables management system allowing you to navigate directly from search results to detailed invoice views or customer accounts.

Want to learn the exact steps to efficiently search and locate receivables transactions? Follow our guide below for a detailed walkthrough of the receivables search process.