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Mobius User Guide

Published Date: May 15, 2013
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15 Financials

Payment Issued Search

Anchor Point: Workspace Application Section
  1. Select Individual from the Searches section of the Shortcuts Panel.
  2. Enter Search Criteria and select Search.
  3. Select name of the individual.
  4. Select Identity Tab.
  5. Select Alternative ID Tab and copy individual’s Social Insurance Number (SIN).
  6. Open new tab in Google Chrome for Mobius Financials.
  7. Select Transactions and Accounts Application Section.
  8. Expand Shortcuts Menu and under Payments, select Payment Issued Search.
  9. Enter or paste Social Insurance Number in Client Reference field.
  10. Select Search.
  11. In the Search results, Toggle payment to be viewed.