|
|
Mobius User Guide |
Published Date: May 15, 2013
Bookmark this page |
15 Financials |
|
Payment Issued Search
Anchor Point: Workspace Application Section
- Select Individual from the Searches section of the Shortcuts Panel.
- Enter Search Criteria and select Search.
- Select name of the individual.
- Select Identity Tab.
- Select Alternative ID Tab and copy individual’s Social Insurance Number (SIN).
- Open new tab in Google Chrome for Mobius Financials.
- Select Transactions and Accounts Application Section.
- Expand Shortcuts Menu and under Payments, select Payment Issued Search.
- Enter or paste Social Insurance Number in Client Reference field.
- Select Search.
- In the Search results, Toggle payment to be viewed.
|