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Select an Account

Use the Account tab in the Payment Entry window to select an account for which to add transactions to a batch. To select an account, you first create a batch or open an existing batch. You can then retrieve an account using the Latitude file number or client account number, or search for an account using simple or advanced search criteria.

Related Topics

Retrieve an Account by Account Number

Search for an Account Using Simple Search

Search for an Account Using Advanced Search

Wildcard Search

Payment Accounts