Find First Open Item

The Find First Open Item option locates the earliest open invoice on a customer, broker, lienholder, or finance company's account.

1. From Home Base, click Clients & Files.
2. Select Customers, Brokers, Lienholders, or Finance Companies from the dropdown list.
3. Highlight the appropriate entity in the list.
4. From the Options menu, select Find First Open Item.
5. When the item is located, the Processing Complete window displays, providing you with the item number. Click OK to close the screen.
6. To locate the indicated item, access the account's Transaction List.