1.To sort the payments in the Finance screen, click on the heading by which you want to sort the list (e.g. Receipt #, Booking #, Company, Contact Name etc.).

Note that you may not be able to see all of the payments, depending on your location user rights.  To view payments linked to an event, you must have viewing rights to at least one location in the event. See 1: Setting Up EventPro, Step 10: User Rights, Creating User Right Groups: Location Rights.

2.To search for a payment, click on the heading under which you want to search and type your search term in the Search field.  For example, if you want to search for a payment from a specific company, click on the Company heading and begin typing the company name in the Search field.  The red arrow in the left column will move to highlight the first payment that matches the search.

3.To filter the payments so that a specific payment is easier to find, click the Filter button to the right of the selection grid. The Filter Criteria window appears. To review the general principles of filtering records, review Overview: Common Functions, Setting a Filter.

4.If you want to view the event related to the highlighted payment, click the Events button at the top of the screen. The Event Maintenance screen will open, displaying the relevant event.