User Help System

 

 

Account Search

Use the Account function to search and view account configuration details or create a new account.

  • To view account details:
  1. Go to the Account page.
  2. Select the Account Type, then perform a search.

Based on the selected Account Type, search criteria may vary.

  1. Enter search criteria.

Partial entries are accepted, results matching any of the entered characters will appear.

  1. Clicking Search without criteria returns all accounts you are authorized to view.
  2. To view Account Details, select the blue linked Account Number.

Additional Account Functions

 





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