Sel Crit Originating Document Num

The Originating Document # selection criteria can be used to narrow down which financial documents will be included in the output. By default, no filtering by document # will occur.

This feature works in conjunction with the recurring entries. This filter allows you to search for all of the entries associated with a recurring series by supplying the document number of the first entry in that series.

If you do not want to include all documents, you can use the Originating Document # 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. Organization Access restrictions may limit which items are visible.

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

You can use the Originating Document # filter option to refine the entries included.

For example, if you only wanted to include Originating Documents having a prefix of 00123, you could supply 00123 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.