Bank Account Search Screen

The following table explains items on the Bank Account Search screen. For information about how to access this screen, see Bank Account Search.

Screen Item	Description
Bank	Enter the bank or organization name. You can enter a partial name or individual letters in this field. The search is not case-sensitive. However, the search field searches for the exact phrase you enter. For example, "bank" returns but not To search for a character or word within a name, use wildcards. For example, "%Bank" returns both "Bank of America" and "US Bank."
Account name	Use this field to base your search on the bank account name.
Account number	Use this field to base your search on the bank account number.
Account type	Enter the account type to base your search on types of bank accounts. Your choices include “Checking,” “Savings,” and “Other.”
Status	Enter the status of the bank account to base your search on the status of bank accounts. Your choices include “Open” and “Closed.”
Account system	If your organization configures multiple general ledger account systems and you have rights to work with multiple account systems, the Account system field appears and displays the default account system. Select the system you want to use in the Account system field.
Banking System	If your organization uses multiple bank systems, select the desired bank system in the Banking System field.