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Finance Search Tips

Updated: 12/7/15

  • Anytime you are searching in the finance system, use wildcards (asterisk*).
  • Use the asterisk (*) wherever you would expect to find a space or a special character. For example, a search for A*T*&*T will find AT&T. This company is in the system as AT & T with a space between T and &, and another space between & and T.
  • Use the asterisk before and after a word to search for results that contain that information anywhere in the field. Additional information can be before and/or after the search item.
  • When entering something to search on, the results are returned for an exact match only.
  • More results are returned if you limit your search criteria. For example, if you are looking for a building in the system, enter *computer*. This will bring back “Computer Ctr.” If you search for *computer center* no results are returned since center is abbreviated.
  • If a company is known by an acronym, try searching for both the acronym as well as the full name. For example, UPS is in the system as United Parcel Services.
  • Some companies are in the system under a parent company, so when searching for a company it is helpful to search using the company’s tax ID number.
  • You can search using multiple search filters. For example, if you are looking for an account you can search under an organization code and fiscal officer at the same time.
  • Once your results are returned you can sort a column alphabetically by clicking on the column heading.
  • You can bring up the first 500 results of an item by clicking the search button without entering any filters (just click search). Use this only as a last resort since there are many items that have more than 500 results (accounts for example). You can also use this to get examples of different criteria contents.

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