Search Panel
The Search Panel allows a user to select specific criteria to minimise the search results. In the case of contributions the following search options are available which can be used alone or in combination with each other.
Payer
Select the Payer
; from the list of payers by clicking on the arrow on the right of the selector, to select contributions related to a specific payer.
Payment Type
Select the Payment Type
; from the list of types by clicking on the arrow on the right of the selector, to select contributions related to a specific payment type.
Payment Date From
Type in a date; or use the Date Selector Button, to enter the Payment Date From
to search for contributions with a Payment Date
equal or later than the specified date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.
Payment Date To
Type in a date; or use the Date Selector Button, to enter the Payment Date To
to search for contributions with a Payment Date
equal or earlier than the specified date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.
Contribution Category
Select the Contribution Category
that match with the type of contribution paid, by default there is Contribution and Others and photo fee. this enable to add fees that won’t be counted as contribution payment
Contribution Paid
Type in the Contribution Paid
to search for contributions with the paid amount, greater or equal to the typed amount.
Region
Select the Region
; from the list of regions by clicking on the arrow on the right of the selector to select contributions for policies from a specific region. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected.
District
Select the District
; from the list of districts by clicking on the arrow on the right of the selector to select contributions paid for policies from a specific district. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected.
Historical
Click on Historical
to see historical records matching the selected criteria. Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records (Img. 152).
Image ModifiedImg. 152 Historical records - Result Panel
Search Button
Once the criteria have been entered, use the Search
button to filter the records, the results will appear in the Result Panel.