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Search for an Account Using Advanced Search
Use the Simple Search tab in the Latitude Search - Search for Account window to search for an account using advanced search criteria.
To search for an account using advanced search
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Do one of the following:
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To create a batch, do the steps to Create a Batch.
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To open a batch, do the steps to Open a Batch and then click the Account tab.
The Account tab in the Payment Entry window appears.
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Click Search. The Latitude Search - Search for Account window appears.
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Click the Advanced Search tab.
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Click the plus sign (+) to expand a folder.
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Click an item and drag and drop it into the "conditions" pane. Drag and drop more items as needed.
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Click Search. The search results appear on the Search Results tab.
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Click the account to retrieve and then click Select. Information for the selected account appears on the Account tab in the Payment Entry window.
