Viewing Checks and Remittances for a specific day
Steps to view the checks and remittance forms within OnBase Custom query, “Daily Checks_Remittances
- Open OnBase
- Click on Custom Query in the top tool bar
- Choose “Daily Checks_Remittances” in list on the left side of the screen
- Enter a date range, typically just one day (07/01/2022) for the “From” and “To” boxes. You can also choose the days from the drop down calendar. Click Search.
- Select a check from the list. If the “Document Viewer” isn’t expanded, click on it to expand.
- On the right side, bottom of the Document Information Panel, click on the cross-reference icon.
- If there are any remittance forms associated with the check, they will show up in the list.
- If you want to view the remittance form, double click on it and a separate window will pop-up.