Navigation: Accounts Receivable > Payments > Review Payments > All Deposits

1. The All Deposits search page displays.
2. Enter Deposit Unit. 
3. Enter Deposit ID.
4. You can specify Payment Type or leave blank.
5. Select Search.
6. The All Deposits page displays.  Use it to check a specific deposit or to scan any or all of your deposits. Notice that this page displays control totals and status information for a single deposit at a time.
7. Select Return to Search to return to previous page to enter new search criteria if needed.

Navigation: Accounts Receivable > Payments > Review Payments > Incomplete Deposits

1. The Incomplete Deposits page displays.
2. Enter the applicable Business Unit.
3. Optional to lookup or select the User. Leave blank to populate all values.
4. Use the Balance Status list to select the status of:
   • In And Out Of Balance Groups (default).
   • In Balance.
   • Out of Balance.
5. Use the Payment Type menu to select by:
   • Regular Payments Only (default).
   • Credit Card Payments Only.
   • Electronic Payments Only.
6. Use the Deposit Amount Switch menu to select by:
   • Incomplete (default).
   • Control.
   • Direct Journal.
   • Entered.
   • Incomplete.
   • Posted.
7. Select Search. The updated Incomplete Deposits page displays.  You can view the payment amount in a deposit that:
   • is still in process
   • summarize out-of-balance deposits (only)
   • or look at the list of incomplete deposits by user
8.  The Balance column shows the status of deposit balances for the control totals entered on the Totals page.

Navigation: Accounts Receivable > Payments > Review Payments > Incomplete Payments

1. The Incomplete Payments page displays. Enter the applicable Business Unit. Optional to search by User ID by using the lookup magnifying glass icon.
2. Use the Date Operand list to modify the date selection. In this example, retain the default less than or equal to operand. Optional to search by a specific Accounting Date using the calendar icon.
3. Use the Applied Post Status list to indicate which payments will be included in the search. Options to select from are:
   • All Applied Payments.
   • Applied Pymnts Not Set To Post.
   • Applied Pymnts Set To Post.
4. Use the Status drop down arrow to search by:
   • Payment Status.
   • Posting Action.
   • Posting Status.
5. Select the Search button to populate results below.
6. The updated Incomplete Payments page displays. Select on a Payment ID link to go to All Payments page for that payment ID and review details.

7. The All Payments page displays in a new window. Review it and close the window or return to search after you're done.

Navigation: Accounts Receivable > Pending Items > Review Items > Pending Items Group Status

1. On the Group Status page, select a Group Option:
   • All Item Groups.
   • Saved Maintenance Worksheets.
2. Enter or look up the Group Unit.
3. Enter or look up the Group ID.
4. Select the Search button. The Group Status page will redisplay with the search results.  

Navigation:  Accounts Receivable > Pending Items > Review Items > Groups Set to Post

1. The Group Set To Post search page displays.  It may appear with your organization's default business unit and the user ID of the user performing the search. You can override either of these values.  
2. Use the Post Action field to select a posting action for searching groups.  In this example, the post action runs the Receivables Update process the next time a priority job is scheduled, or the next time a standard batch job is scheduled, depending on which type of scheduling occurs first.
3. Select Search.
4. The Groups Set To Post page displays.  Use it to view item groups that will post the next time you run the Receivables Update multi-process job.
5. Use the Group Amount Switch field to view the groups that were set to post.

Navigation: Accounts Receivable > Pending Items > Review Items > Group Not Set to Post

1. On the Groups Not Set to Post search page, enter or look up the Business Unit.
2. Select the Posting Status to select a posting status for searching groups. 
3. Select the Balance Status to select a balance status for searching groups.
4. Select Search.
5. Notice that the Post Status value of the group in the video is Not Posted.
6. You can also view various totals, such as the amounts to be posted.