2.) Search for the individual under guardianship by Last Name, First Name (Doe, Jane). Use a name provided to you by your supervisor.
3.) Once you are in the individual’s case click on the transaction tab.
4.) Determine which column you want to search: Posted, Anticipated, Who, Total Cash Effect, Status, etc. Click on the selected column.
5.) There are two different types of transaction search options: “Search” and “Filter Column”. Filter Column will depend on which column you have selected. For the purpose of this practice click on the “Who” column.
6.) In the box next to search type a vendor name, for example, “US Treasury”. Click the “Search” button. The search field will also format your typing if a specific format is used in the column. Results will display based on your search field.
7.) In the box next to search type “Treasury”. Click the “Filter Who Column” button. Results will display any records that contain the string of letters or words anywhere within the name.