Easier AR Account Search When Transferring Balances

Search AR accounts by number or description when you transfer balances.

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Business Value

• Less frustration: Find the right AR account at once. No scrolling through long lists.
• Faster daily work: Quicker search makes AR balance transfers faster.
• Fewer wrong picks: It is easier to pick the right AR account.
• Modern search: Works the way users expect with long account lists.

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Use Cases

• Scenario 1: The accounting team transfers a large open balance. They know only part of the account name or number. They type either one and pick the account.
• Scenario 2: A finance manager handles hundreds of AR accounts. Search by description or number is instant, even in busy periods.

Go to manage.kwentra.com Click “Back Office” Click “Accounts Receivable” Choose an AR Account The transfer changes work for both on-hold and open balances The Tools menu is available for both on-hold and open balances Choose Transfer from the menu

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What’s Changed:

• The “AR Account” field in the Transfer dialog is now an autocomplete single select, not a dropdown.
• Search by AR account number or account description.
• Only accounts that match your text show.

Choose an account and click Save to finish the transfer