How to use Advanced Search

Advanced Search allows you to define exactly what you’re looking for in the Accounts view, making searches quicker and results more accurate.

Desktop

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Step 1: Go to Accounts

From the black navigation bar at the top of the screen, click Accounts.

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Step 2: Advanced search

Select Advanced Search.

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Step 3: Choose search fields

Select the fields you wish to search within and then press Save.

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Step 4: Criteria Search

Type your criteria into the search bar and press Search.

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Apple

Download a PDF version

Step 1: Go to Accounts

From the navigation bar at the bottom of the screen, tap Accounts.

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Step 2: Tap the magnifying glass

You will automatically see a list of your top 50 spending accounts. To conduct a new search and change the fields you would like to search in, tap the magnifying glass icon at the top of the screen.

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Step 3: Select your fields

Select the fields you wish to search within (for example, ZIP/Postcode) by tapping on them to highlight the green tick on the right-hand side.

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Step 4: Search and Apply

Type your criteria into the Search bar and then tap Apply.

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Step 5: Tap Search

Tap Search in the top right hand corner.

A list of results matching this criteria will now be visible on screen.

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Android

Download a PDF version

Step 1: Tap Accounts

From the navigation bar at the bottom of the screen, tap Accounts.

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Step 2: Tap the widget

You will automatically see a list of your top 50 spending accounts. To conduct a new search and change the fields you would like to search in, tap the Widget in the bottom right hand side.

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Step 3: Tap the Search icon

Next, tap the Search icon to view and change the fields you want to search in.

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Step 4: Select Search options

Select the fields you wish to search in (for example, ZIP/Postcode) by tapping on them to highlight the tick on the right-hand side.

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Step 5: Search

Type your criteria into the Search bar, then tap Search.

A list of results matching this criteria will now be visible on screen.

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