You can use a saved search form to search for account categories. Search for account categories before creating them to ensure you are not creating duplicates.
An administrator must set permissions so users can fully access the Cash 360 account categories. For more information, see Setting Permissions and Subsidiary Restrictions for a Cash 360 Custom Role.
To search for Cash 360 account categories:
Go to Financial > Cash 360 > Account Category > Search.
Fill out any or all of the following search criteria to display the corresponding results:
In the Name field, select a filter and enter the name of the account category.
In the Script ID field, select a filter and enter the script ID for the account category.
In the Date Created field, select a filter and enter dates or pick dates from the calendar pop-up window.
In the Last Modified field, select a filter and enter dates or pick dates from the calendar pop-up window.
Choose either, Yes, or No to select the inactive status of the account.
In the Subsidiary list, select a filter and select a subsidiary.
Click Submit.
Related Topics
- Cash 360 Account Categories
- Adding Cash 360 Account Categories
- Displaying the Cash 360 Account Category List
