Search for an Account Using Advanced Search

Use the Simple Search tab in the Search for Account window to search for an account using advanced search criteria.

To search for an account using advanced search

1. Do one of the following:

• To create a batch, do the steps to Create a Batch.

• 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.

2. Click Search. The Search for Account window appears.

3. Click the Advanced Search tab.

4. Click the plus sign (+) to expand a folder.

5. Click an item and drag and drop it into the "conditions" pane. Drag and drop as many items as necessary.

6. Click Search. The search results appear on the Search Results tab.

7. Click the account to retrieve and then click Select.

One of the following occurs:

• If the account is a Particulars of Debt (POD) account, a message appears indicating that the system doesn't support adjustments on POD accounts. The system doesn't retrieve the account.

• If a payment batch exists for the account, a message appears indicating that a payment for the account is pending in an existing payment batch. Do one of the following:

• • To process the payment in the existing batch first, click No to cancel creation of this payment and then process the existing payment batch.

  • To continue with creation of this payment, click Yes. Information for the account appears in the Payment Entry window.

• If a payment batch exists for one or more of the linked accounts, a message appears indicating that a payment for the linked account is pending in an existing payment batch. Click OK. Information for the account appears in the Payment Entry window.

• If a payment batch doesn't exist for the account or one of the linked accounts and the account is not a POD account, information for the account appears in the Payment Entry window.

Related Topics

Wildcard Search

Select an Account