Sel Crit Bank Account

The Bank Account selection criteria can be used to narrow down which financial documents will be included in the output. By default, <All Bank Accounts> entries will be included in the output, that is, no filtering on this field will occur.

If you do not want to include all financial documents, you can use the Bank Account filter 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 list of Bank Accounts that may be returned in the filtered results include all entries (active and inactive) defined on the Admin >> Setup >> Bank Accounts screen. Users that do not have the Administrator role may have their visibility to Bank Accounts further limited to those having an association with a Financial Organization to which the current user has visibility.

The options available to refine the items included in the multi-select box include:

You can use the Bank Account filter option to refine the entries included.

For example, if you only wanted to include Bank Accounts having a the text BOA within the name of the entry, you could supply %BOA% in this filter field.

When entering filter criteria, the result set will include entries that match the first X characters entered in the filter criteria. The following characters can be entered as wild cards in the search selection criteria for certain fields:

% -- (percent sign) this character will match any number of characters --- for example: %net would match "Unanet", "Network", and "Basketball Net". By default, the % sign is appended (but not displayed) to all entered filter criteria. Thus entering "Una" alone or entering "Una%", would match: Unanet, UnaTime, Una$ense and UnaSource.
_ -- (underscore) this character will match any one character -- for example: X_Z would match "XYZ" and "XBZ" -- but not "XABZ"
You can also use a combination of these characters for complex matching --- for example: U_an% would match Unanet

Note that you may also specify more than one filter criteria by entering a comma separated list in the filter text box.

For example, to include all items that begin with a and c, format your filter criteria as:

a,c

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.