Start from the \[MAIN MENU\] of PDS system

Type "1" \[FINANCIAL MANAGEMENT\], then press "[[enter]]" key

Type "13" \[ACCOUNTS RECEIVABLE\], then press "[[enter]]" key

Type "99" \[A/R UTILITY MENU\], then press "[[enter]]" key

Type "4" \[SEARCH A/R FILE\], then press "[[enter]]" key

There are two search options for this step. Search for payment by current/active month or by previous/history months.

- Search by current month: Type "1" for ACTIVE
- Search by previous months: Type "2" for HISTORY

Then press "[[enter]]" key

There are four search options for this step. Most commonly used are to search by dollar amount of payment or the check number.

- Search by dollar amount: Type "2" for ORIGINAL AMOUNT
- Search by check number: Type "4" for CHECK

Then press "[[enter]]" key

To search by ORIGINAL AMOUNT type in the amount of the payment\
To search by CHECK type in the check number

Two examples below are $6240.30 (on left side) and check number 4748 (right side)

Payment information provided includes the customer account number, account name, date of transaction, amount of transaction, type of transaction.

Below example is for check number 4748:

One payment is listed at a time. To search for the next record with the same check number simply type "C" \[CONTINUE SEARCH\], then press "[[enter]]" key. Repeat this until desired transaction appears.

Tip!  

Same information appears when searching by dollar amount. The difference is the TYPE of transaction would reflect "PAYMENT", "INVOICE", "DEBIT ADJUSTMENT", etc.

This guide provides step-by-step instructions on how to search for payment transactions in the PDS system. By following these steps, users can easily view payment information such as account number, date, and amount. This guide is helpful for anyone who needs to access payment details in the PDS system.

PR: How to search for Payments in PDS (11-23-23)