How to Search for an A/R Account

There are two ways to perform an A/R account search in the A/R Account Management screen:

Simple Search

Use the following steps to perform a simple A/R account search:

1. Click on the Business tab, click Accounts Receivable, and select A/R Account Management.

2. If applicable, enter the Account Number.

3. Click on the Search button. All related results will display in the grid.

Advanced Search

Use the following steps to perform an advanced A/R account search:

1. In the A/R Account Management screen, click on the Advanced Search link. The advanced search fields will be displayed.

Note: The Advanced Search link will change to Single Search.

2. If applicable, enter the Account Number and if needed, use the wild card search button..

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

3. If applicable, click on the Type drop-down menu to select an option.

4. If applicable, enter the Account Name and if needed, use the wild card search button..

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

5. If applicable, click on the Tax Code drop-down menu to select an option.

6. If applicable, enter the City and if needed, use the wild card search button..

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

7. If applicable, in the Include section, select any of the following selection boxes: Active (selected by default) and/or Inactive.

8. Click on the Search button. All related results will display in the grid.

Click on any of the following to return to the previous process being worked: