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Conga Support

Locating a Payment

This page applies to: Conga Contracts

Incoming and outgoing payments are recorded in the Payments screen linked to a Contract Profile.  Individual payments can be located by running a search query or by reviewing the entries in the Payments screen in a Contract Profile.

Payments Screen

1.  Open the Contract Profile containing the payment records.

2.  In the Links section of the Profile, click the Payments link.

3.  In the Payments screen, locate a payment by scrolling through the list.

Search Query

A search query to find the contract payments that were made in the first quarter of 2018 is shown below.

1.  Click Search in the Navigation Toolbar, and select the Search Query link in the menu.

2.  In the Query Info view of the screen, click New in the toolbar.

3.  When the screen refreshes, set up the following hierarchy in the Result Type list to search for contract payments:

  • Company→Contract
    • Click in the list to display the hierarchy, and click the icon to the left of the Company folder.
    • Scroll past the alphabetical listing of fields in the Company Profile, and click the Contract folder.

4.  In the Criteria section, set the search hierarchy for payments that were made on a specific date in the field list:

  • Company→Contract→Payment Stream→Payment→Payment Paid Date
    • Click in the field list to display the hierarchy, and click the icon to the left of the Company folder.
    • Scroll past the alphabetical listing of fields in the Company Profile, and click the icon to the left of the Contract folder.
    • Scroll through the alphabetical listing of fields in the Contract Profile, and click the icon to the left of the  Payment Stream folder.
    • Scroll down and click the icon to the left of the Payment folder.
    • Scroll down and click the Payment Paid Date sub-folder. 

You can also search for a payment by the amount, invoice number/due date, reference number, the person who recorded the payment, and the date the payment was recorded. You can also search for payment streams and payment forecasts.

5.  In the Criteria section, define two sets of criteria to identify the time frame:

  • Set the end of the time frame:
    • Select Before in the inclusion list.
    • Enter 03/31/2018 in the value list, or click and use the calendar to select the date.
  • Click Icon SearchAdd.png to set a second set of search criteria for the beginning of the time frame:
    • Select the same search hierarchy in the field list: Company→Contract→Payment Stream→Payment→Payment Paid Date.
    • Select After in the inclusion list.
    • Enter 12/31/2017 in the value list, or click and use the calendar to select the date.

6.  Click Execute in the toolbar to run the query.

7.  When the Results view of the screen displays, click a search record to be directed to the Contract Profile containing the payment.

8.  In the Links section of the Profile, click the Payments link.

9.  In the Payments screen, locate the payment record.

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