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Use the Set Current Debtor Search Criteria window to search for existing debtors. Enter the information you have about the debtor, then click to search.
See Searching in the Introduction manual for details on how to use the search tools.
Note: If the debtor is not found, click to add a new debtor from this window. See Creating new debtors.

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Set Debtor Search Criteria window fields and buttons

Debtor area fields

Field

Description

Surname

Search by debtor's surname or company name.
Tip: You can also enter a debtor's Override Name here.

Preferred

Search by debtor's preferred name.

ID
Tagged IDs

Search by debtor's Synergetic ID number.
If required, restrict the search to tagged ID numbers.

Statement Group

Search by debtor's statement group. See luDebtorStatementGroup lookup table in the Synergetic Finance manual.

Concession Fee Code

Search by concession fee code. See the luDebtorConcessionType lookup table in the Synergetic Finance manual.

Show Debtors With Any Concessions

Restrict the search to debtors with any concessions.

Arrangement Code

Search by arrangement code. See the luDebtorArrangement lookup table in the Synergetic Finance manual.

Show Debtors With Any Arrangements

Restrict the search to debtors with any arrangements.

Arrangement Frequency

Search by arrangement payment frequency.

Follow up Date On or Before

Search by debtor's follow up date.

Active Debtor

Restrict the search to active or inactive debtors.

Sub Ledger

Search by debtor sub ledger code. See Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab in the Synergetic Finance manual.

Student area fields

Field

Description

Surname

Search for debtors by student's surname or company name.

Preferred

Search for debtors by student's preferred name.

ID

Search for debtors by student's Synergetic ID number.

Buttons

Button

Description

Add a new student to this window. See Creating new debtors.

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Launch a Custom Search form to search using custom criteria. See Using custom search forms in the Introduction manual.

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