Searching an account based on VAT number

Written by Marcel Thijssen on . Posted in Exact Synergy

In the screen ‘Accounts: Search’, you can search an account based on various properties. This could be a name or part of a name, but also a phone number or postcode, for instance.

If you only have the VAT number of the account at your disposal, you might want to search the VAT number of the account.

The VAT number is not shown by default in the search screen. To search for VAT number, you can do the following:

  • Open the screen ‘Accounts: Search’ via [Customers, Reports, Accounts, Search]
  • Click ‘Customise’ on the top-right of the screen
  • Select the field ‘VAT number’ in the section ‘Financial’
  • Click ‘Save’

In the screen ‘Search accounts’, you can now enter the VAT number to search on the basis of the VAT number.

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