Searching Accounts

The search functionality available on the Accounting module helps you to find the accounts in FASTER Web. The account search displays records matching the search value anywhere in the account Number.

After performing the search operation, you can view or update the details of the account.

Tip

To view Search Accounting section, click the Search Accounting link.

Search Types

Simple Search: Searches for the search criteria in only the Account Number field of the accounting records in the system.
Advanced Search: Provides search capabilities by multiple additional parameters allowing for more focused searching.

Note: Accounting searches support partial matches by default. This means a search criteria of 456 would display any record with an account number that contains 456, like 4560, 456abcde, or 10456XYZ. Because of this, special characters (other than hyphens) are not supported or needed.

Tip: You can limit a simple search to only returning exact matches for your search criteria by selecting the Exact Match check box.

Simple Search

Steps to perform a simple search

Enter a whole or partial Account Number in the Search Accounting field in the top left of the Accounting Tab.
Press Enter or click the magnifying glass icon to the right of the field.
Search results will display in one of two ways:

If a single record in the system matches the criteria, a list of the found results will appear, as well as the Search (Advanced Options) window to help the narrow your search, if needed.
If multiple records match the search criteria, a list of the found results will appear, as well as the Search (Advanced Options) window to help the narrow your search, if needed.

To view a specific record from multiple search results, click the View link for that record.

Navigation Tips:

You can expand or collapse panels by clicking on the arrow to the right of the title bars.
You can sort items by any category by clicking on that category's column heading.
You can move the panels by clicking and dragging the panel to the desired location.
You can move the columns in the data grid by dragging the column heading to the desired location.
To page through the list, use the arrows at the top or bottom of the panel. You can also specify here whether to display the entire list or ten items at a time.

Advanced Search

Advanced searches allow entry of multiple additional parameters to focus or narrow search results. These text boxes can be used with the Exact Match option.

Tip

To view Advanced Search Options - Accounting, click the Advanced Search Options - Accounting link.

To perform an advanced accounting search

Click the Advanced Search link in the top left of the Accounting Tab.
Input search criteria for at least one search option.
Select any desired additional criteria to focus your search results.
Press Enter or click the Search button.

A list will appear of all the records found which meet the search criteria.

To view a specific record from multiple search results, click the View link for that record.