Find Fund Code

The CB Find Fund Code form can be accessed from various forms throughout the Cashbook Management module by selecting the Find Fund Code button, located to the right of the Fund Code field, .

The CB Find Fund Code form will open allowing you to search for and select the required Fund Code:

Please note: some of the fields may automatically be populated dependant on which form the Find Fund Code button was selected.

Add and/or change the search criteria on the fields in the form and click on the  button.  A Grid will be displayed at the bottom of the form containing the Fund Codes that meet the search criteria (if no search criteria is added all Fund Codes will be displayed in the Grid):

Clicking on the  button will remove any Grid displayed at the bottom of the form and the fields on the form will revert to their default values to allow you to start a fresh search.

Select the required Fund Code by clicking on the link in the Fund Code column on the Grid:

The selected Fund Code will be added to the form field from which the Find Fund Code button was originally selected.