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  • Enter the Account number you want to check
  • Click 

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Partial Account number search

  • Enter the partial Account number followed by % to search on Accounts beginning with the characters entered
  • Enter a % followed by the partial Account number  to search on Accounts ending with the characters entered
  • Click 

If more than one Account is found matching the search, the Select Account pop-up will open with a drop down to select an accountImage Removed

  • Select the Account  from the drop down 

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Note:  Entering a partial Account number with a % could bring back results for more than one Account. Best practice would be to enter the whole Account number. 

Columns

Columns can be added/hidden, reordered and moved as required.

Adding/Hiding  Columns

  • Click on the downward arrow on the Column Header
    • Tick to include the Column
    • Untick to hide the Column

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