View Patron Accounts

Use the following procedure to view a patron’s accounts:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

4.  To view transactions for an account, check the check box next to the desired account. Multiple accounts can be selected. Alternatively, click the header row check box to view transaction details for all accounts.

Accounts can also be selected by using the Accounts Grid’s Alter Display function.

Note: For each ResCenter user, any selected (checked) accounts will be retained when viewing another patron.

For any transactions with a Void Status of Voided, the column will be red.

For any unposted transactions, the transaction’s row will be yellow.