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If you ever need to lookup an account (for example, if you want to add or change the default account number in your TEM Profile), here are a few ways to find what you're looking for.

You can search for an account using a number of different search criteria; however, we'll focus on the three simplest ways:

  • Lookup by Account Number
  • Lookup by Account Name
  • Lookup by Organization Code (i.e. the organization/department responsible for this account)
Steps

What you need to do

How to do it

1Access the Account Lookup page

In the KFS Lookups & Requests portlet, select Chart of Accounts and then select Account. 

2Lookup by Account Number
  1. In the Account Number field, enter the account number and press Search down below).
  2. In the search results below, you will see the account number and you can verify the name of the account.
3Lookup by Account Name
  1. In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
  2. Press Search and the results will appear down below.
  3. Under the Account Number column, you will find the account number you were looking for.
4Lookup by Organization NumberCode
  1. In the Organization Code field, enter the 4-digit org code and press Search down below.
  2. A list of all accounts for that org will appear in the results below.

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And here's how to add or change your Default Accounting information (the account number you will use most often). If you don't know the account number, follow the instructions below to search by account name or organization number. These instructions are excerpted from the Lookup an Account topic above.

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Steps

What you need to do

How to do it

1Add/Change an Account Number
  1. If it isn't already open, press Show next to the Edit TEMProfile tab.
  2. If you already know the account number, then under the Default Accounting heading input the number in the Account Number field and you can skip the next two steps.
2Lookup by Account Name

If you don't know the account number but you know the account name, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above).

  1. In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
  2. Press Search and the results will appear down below.
  3. Under the Account Number column, you will find the account number you were looking for.
3Lookup by Organization Number

If you don't know the account number but you know the organization that is responsible for it, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above).

  1. In the Organization Code field, enter the 4-digit org code and press Search down below.
  2. A list of all accounts for that org will appear in the results below.

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