Optimize your company's auditing by locating any transaction immediately. On the Clara platform, you can filter your payments by beneficiary, alias, or time periods, allowing you to get the clarity you need for your monthly reporting.
How to Search for a Specific Payment
Log in: Access your Clara account.
Payments Section: Go to the "Payments" section in the main menu.
Search Bar: Type the beneficiary's name, RFC, or account alias in the top search bar.
Apply Filters: Use the date range selector to narrow down the period (e.g., last 30 days or a specific accounting month).
View Results: The platform will automatically display all transactions that match your criteria.
Available Search Criteria
| Criteria | Description |
|---|---|
| Beneficiary / Alias | Search by the legal company name or the nickname you assigned. |
| Date Range | Filter by exact day, week, month, or custom periods. |
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