Sel Crit Financials Parent Account

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

This filter will only return active accounts (in the multi-select box). To include or exclude active or inactive accounts from the resulting output, you will need to use the controls on the Accounts filter.

By using this filter, the resulting output will include those accounts having a Financials Parent Account that matches the results included in this multi-select box. Note that the entire account hierarchy is not included in the resulting output but only those accounts having an immediate parent account relationship matching a selected filtered value will be included.

If you do not want to include all Accounts, you can use the Financials Parent 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:

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

For example, if you only wanted to include accounts that are prefixed with ABC, you could supply ABC in the Accounts Code filter field.

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

For example, if you only wanted to include accounts that have a description that begins with ABC, you could supply ABC in the Accounts Desc. 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.