Account Search Screen
You can access the Account Search screen when defining transaction mapping for Offices, such as the Development Office. To access the Account Search screen, from any Define mapping screen, select search in the Account field.
The table below explains items on the Account Search screen.
|
Screen Item |
Description |
|
Account number |
Enter the account number to base your search on . You can enter a partial number. |
|
Description |
Enter the account description to base your search on. You can enter a partial description in. |
|
Search |
After you enter criteria, select this button to activate the search. |
|
Clear |
Select this button to remove your criteria and begin a new search. |
|
Results |
The search results appear in this bottom grid. |
|
Select |
In the Results grid, select an account and select the button. |