Find Bank Accounts

The Finder in Juris may be used to search throughout Juris, but will be pre-populated with the appropriate defaults for searching only in BankAccounts when the steps below are used.

1. Select Tables > Bank Accounts.
   
   

2. Open the Finder form by either of the following options:

   • From the Tools Menu click Find.

   • Use the keystroke shortcut Ctrl + F.

   Notice that the "Look In" field is pre-populated with the path "Juris\Tables\Bank Accounts" and the "Search Subfolders" option is checked.

3. (Optional) Place a checkmark beside the Case Sensitive option to narrow the search to only return results when the case used in the search is matched.
4. Type all or a portion of the code or description in Named field (The fields Bank Account Number, Next Check Number, Check Layout Code, Account Type and account numbers are not searched.)

5. Press the Enter key to begin the search, or click the Find Now button.

   

   The results of the search are displayed at the bottom of the form.

6. Double-click on any item listed to open that item.
7. Select an item in the list and choosing Form > Delete to allow deletion of that item, as long as it is not in active use.
8. Click the New Search button to clear the current search criteria and results so a new search may be performed, if desired.

 

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