Search for a bank account

1. From the Bank account field, select the magnifying glass. The Bank Account Search screen appears.

2. In the Bank field, enter the bank that holds the bank account.

   Note: 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 "Bank of America" but not "US Bank." To search for a character or word within a name, use wildcards. For example, "%Bank" returns both "Bank of America" and "US Bank."

3. In the Account name field, enter the name of the bank account.

4. In the Account number field, enter the account number.

5. In the Account type field, select the type of account.

6. In the Status field, select the status of the account.

7. When 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. In this field, select the system you want to use.

8. When your organization uses multiple bank systems, select the desired bank system in the Banking System field.

9. Select Search. The program searches the database and displays the bank accounts that meet your criteria in the Results grid.

10. Select the bank account to open in the grid. The Bank Account page appears.

    Note: To add a new bank account from the Results grid, select Add on the action bar. For more information on how to add a bank account, refer to Add a bank account.