Search Payments

The instructions in this article relate to Search Payments. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Payments is used to query payment records for a single building or across your portfolio. It reports on payments for a particular Creditor account and can also be used to search internal and external Remittance Advice Notes and EFT Batch Status details.

This search assists with reviewing payment activity, locating payment-related notes, and checking the status of submitted, reversed, or unauthorised EFT batches. Searches can be saved for continuous use, and the information can then optionally be exported to Excel or produced into a PDF-style document.

Searches 

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search Payments | Security

To access Search Payments, the user must have permission set to Allow for Search Payments under the Payments category in Security Setup.

Search Payments | What it can report on

Search Payments reports on payment records for a Creditor account for the current building or across your portfolio. Depending on the search values selected, the results can be used to review payment details for a selected date or date range, including older or historic years.

This is useful when you need to check payment activity for a creditor, view internal and external Remittance Advice Notes, or search EFT Batch Status information for payments that have been submitted, reversed, or included in batches that have been created but not authorised.

Search Payments | Recommended search examples

Review payments for a creditor account

This search can be used to review payments for a particular Creditor account for the current building.

1. Search for or select Search Payments.
2. Leave the default search values in place, including Current Building, Date, Account Code. Click the  to add further fields of restriction. For example, Payee Name will be the creditor's name.
3. Enter the data into the required fields and click Refresh to display the payment records.
4. Review the results, or export them to Excel if required.

Search payments across your portfolio or for a historic period

This search can assist with finding payment records across multiple buildings or across a wider date range.

1. Search for or select Search Payments.
2. Remove Current Building using the red minus button, or change it to another field as required.
3. Use the Date field to select the required date or date range, including an old or historic year.
4. Click Refresh to display the payment records.
5. Review the results for the required buildings or period.

View internal and external Remittance Advice Notes

This search can be used to view internal and external Remittance Advice Notes from Search Payments.

1. Search for or select Search Payments.
2. Add the fields Note and Remittance Note to the search.
3. From Columns, add Note and Remittance Note to the displayed columns.
4. Click Refresh to display the payment records with the note details.
5. If required, use Save Search As to save the search for repeat use.