Finding Accounts

  To locate accounts:

1. Click the Account Number Search button.

2. Optional: Select a Find by option:

   • Account Name

     Default. By account name.

   • Account Number

     By account number.

3. Optional: Select a Type:

   • Starts with—Default. Searches for accounts beginning with the word(s) or number(s) you enter in Search for.

   • Contains—Searches for accounts containing the word(s) or number(s) you enter in Search for.

4. In Search for, enter text or numbers to search.

   As you enter values, Strategic Finance generates the list.

5. Double-click an account.