Quickly locate bank accounts by name or account number
Keeping track of multiple bank accounts can be overwhelming, but Fynlo makes it simple. With the built-in search feature, you can instantly filter accounts by bank name or account number, saving time and keeping your workflow efficient.
Steps to Search for a Bank Account
Step 1: From the main menu on the left, click on Banks.
Step 2: At the top of the Banks page, you'll see a search bar with the placeholder text:
“Search bank name or account no.”
Type the bank name or account number.
The list will automatically filter in real-time, showing only the matching results.
💡 Tip: Use partial keywords (e.g., the first few digits of the account number or part of the bank’s name) to quickly narrow down results.