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! Important Tip ! |
The Account selection criteria can be used to narrow down which Accounts will be included in the resulting output. By default (if no Accounts are selected), no filtering by Account occurs.
These codes are defined by the Administrator on the Admin >> Setup >> Add Accounts screen.
If you do not want to include all Accounts, you can use the Account filter option and click on the filter icon () to narrow down the list of items in the multi-select box. Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.
The options available to refine the items included in the multi-select box include:
Also, for more complex searching:
Learn more about using Wildcards in your filter criteria (e.g. % for all)
Learn more about comma separated lists
Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter to re-populate the multi-select box.