Search for a bank

To search for a bank:

1. Open the Advanced Search - Merchant Search page.

   Express enables you to locate submitted back-end entities and banking elements using hierarchy and demographic information. To search for a merchant accounting entity, browse to the Advanced Search - Merchant Accounting Search page, then enter search criteria based on the entity you are trying to find.

   Search results are validated against the permissions associated with your User ID. If your search does not return the expected result, ensure that your search criteria are valid, then verify with your System Administrator that you have the appropriate level of access.

   Note: Front-end only clients cannot search for merchant accounting entities.

   To open the Advanced Search - Merchant Search page:

   1. From the Express Homepage, in the Other Searches panel, click the Advanced Search link.

      Tip: Click Main to open the Express Homepage.

      

      -or-

      From the Admin menu, click Advanced Search.

      

      The Advanced Search - Merchant Search page opens.

      

2. From the Accounting Entity drop-down list, select Bank.

   

3. Click Select.

   The Advanced Search - Merchant Accounting Search page opens.

4. In the Bank Number field, enter a valid bank number.

   Note: If you have user privileges to more than one bank, entering a Bank Number will narrow your search.

5. Click Search.

   If you entered a Bank Number, the Bank Summary page opens displaying the details of the bank whose number you entered.

   -or-

   A search results table displays listing the banks meeting your criteria. To view the Bank Summary page for a specific bank, click the entry in the Bank Number column for the bank you want to view.