Sel Crit Document - CP Expense

The Document selection criteria can be used to narrow down which Document #s will be included in the resulting output. By default (if no Document #s are selected), no filtering by Document occurs.

If you do not want to include all Documents, you can use the Document 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:

Document Type filter field (must be specified first in order to supply a specific Document # in the subsequent filter field)

You can use the Document Type filter option to limit the entries to documents created by a particular type of process.

The list of available options includes:

CP - Customer Payment
D - Deposit
ER - Expense Report
JE - Journal Entry
VI - Vendor Invoice
VP - Vendor Payment

You can use the Document # filter option to refine the entries included by supplying a comma separated list of document numbers.

For example, if you only wanted to include documents that have a document number that begins with 000123, you could supply 000123% in the Document # 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.