Search for a group

To search for a group:

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 Group.

   

3. Click Select.

   The Advanced Search - Merchant Accounting Search page opens.

4. In the Bank Number field, enter a valid bank number; to narrow your search, enter values in the following fields:
   • Group (number)
   • Group Name

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

5. Click Search.

   A search results table displays containing Bank Number, Group Number, and Group Name.

6. To view the group summary, click the value in the Bank Number column of the record that you want to view.