> ## Documentation Index
> Fetch the complete documentation index at: https://help.kwentra.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Easier AR Account Search When Transferring Balances

> Quickly search for AR accounts by number or description when transferring balances. Business Value Reduces User Frustration: Users can instantly find the correct AR account instead of scrolling thr...

Quickly search for AR accounts by number or description when transferring balances.

### **Business Value**

* **Reduces User Frustration:** Users can instantly find the correct AR account instead of scrolling through long dropdown lists.
* **Speeds Up Daily Operations:** Faster search and selection lead to more efficient AR balance transfers.
* **Minimizes Selection Errors:** Improves accuracy by making it easier to find the intended AR account.
* **Consistent with Modern UX:** Aligns with user expectations for large account lists.

### **Use Cases**

* **Scenario 1:** The accounting team needs to transfer a large open balance to a specific AR account, but only knows part of the account name or number—they can now type either detail and quickly select the account.
* **Scenario 2:** A hotel finance manager regularly manages hundreds of AR accounts. Searching by description or number is now instant, making the process much smoother during high-activity periods.

Go to [manage.kwentra.com](https://manage.kwentra.com/)

Click "Back Office"

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/47d6632ccc.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=4e21394fd509a071059d649fcd02105b" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/47d6632ccc.png" />Click "Accounts Receivable"

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/7bba4990d8.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=e0cf940489005b49a1749d0ecb939784" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/7bba4990d8.png" />Choose an AR Account

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/0c9adf83d4.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=154ac4a8f4e8e18b400c644537fee28c" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/0c9adf83d4.png" />Transfer screen enhancements are available for both on-hold and open balances

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/a0857df12f.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=0b941da1e1bddd1a3e1e11fc9acd0e77" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/a0857df12f.png" />Tools menu is available for both on hold and open balances

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/17e6cae79c.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=d4a4e5e2cba4529c86e5d0fa999d0226" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/17e6cae79c.png" />Choose Transfer from the menu

## preview **What’s Changed:**

* The “AR Account” field in the Transfer dialog has been upgraded from a dropdown to an autocomplete single select.
* Users can search using either the AR account number or the account description.
* Only accounts matching the entered text will appear as selectable options.

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/6df3e1e788.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=8f80807dc2466363c0fab406ba894fd5" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/6df3e1e788.png" />Choose an account and Save to complete the transfer

<img src="https://mintcdn.com/kwentra/ihKERj9Iv4_uINTW/images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/da7c356697.png?fit=max&auto=format&n=ihKERj9Iv4_uINTW&q=85&s=05ff6877199514c5c753d80b70672b9a" alt="preview" width="1920" height="1080" data-path="images/back-office/accounts-receivable/easier-ar-account-search-when-transferring-balances/da7c356697.png" />
