Search for an entity (Basic Search)

You can search broadly or specifically for an Express entity from the Express Homepage. The results of this search will direct you to the summary page for the entity that you select.

The entity summary search requires that you enter search criteria precisely and returns exact matches only. The merchant accounting search and the front-end search provide greater flexibility by allowing you to enter a sub-string of the value for which you are looking, and returning all matches that contain that sub-string.

Note: Front-end only clients cannot search for Bank, Association, or Group entities from the Homepage.

To perform a basic search for an entity:

1. On the global navigation bar, click the Main button.

   The Express Homepage opens.

   

2. In the Search Criteria panel, enter values in the fields on which you want to search.
   • To make your searches broader, enter fewer search criteria.
   • To make your searches more specific, enter values for as many levels of the related hierarchy that are applicable to the search you are performing.
3. Click Search.

   A unique match displays in the Entity Summary page. Multiple matches display in the Search Results page.

4. Click the value in the first column of the search result to select the search result that matches your search target.