Searching Payers and Recipients

Do the following to search customer accounts in the dashboard for payers and recipients.

  1. Access the Company Dashboard.

  2. Optionally, if you need to search customers from a different filing year, select the filing year.

  3. Use the Customer Filter to search and access a customer account.

  1. Click a customer tile to access the customer account in the customer dashboard.

  2. Type search text ins the Filter field to find payers and/or recipients and click FILTER.

Payers and/or recipients that match the search criteria filters in the customer dashboard.

NOTE: To clear filters: delete text in the Filter field and click FILTER again.