Advanced Search (template)
The Advanced Search overlay for templates enables you to search using a wider range of criteria, which further focuses search results.
You can apply one or more filter criteria. The more criteria specified, the fewer matches in the search results. If the search produces too many matches, narrow the search with more criteria. Conversely, if the search yields too few results, use fewer search criteria.
In freeform fields, you can use the asterisk (*) wildcard character at the start or end of a search string to locate criteria with similar characteristics. For example, "Smi*" in a name field would locate all names that begin with those letters, such as Smith, Smithers, and Smithson.
You can select multiple types using the CRTL and SHIFT keys.
Template Information
- Payment Type
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Limits the template list to the selected payment types
- Template Status
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Limits the template list to the selected statuses
- Template Name
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Limits the template list to this template name
- Definitions
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Limits the template list to this template description
- Last Modified By
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Select the last template modifier from the list
- Transaction Account
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Select the account associated with the template from the list
- Company Account Identifier
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Select the ACH Company ID from the list
- Amount Range
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Limits the template list to single amount or amounts within a specified range.
- Template Options
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As an option, select the Confidential option to include only templates marked as confidential
Recipient Information
- Recipient Name
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Limits the template list to this recipient name
- Recipient Bank
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Limits the template list to the recipient banks selected from the Preferred Bank list or entered manually in the following two fields.
- Bank ID Type
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The bank ID type selected from the list
- Bank ID
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The bank routing number of the account
- Recipient ID
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Limits the template list to the recipient with this alphanumeric identifier
This field can be, but is not required to be, the recipient's Social Security number or tax ID number.
- Recipient Account Number
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Limits the template list to this recipient account
