! Important Tip !
Use the % (percent sign) in any filter field to populate the multi-select box with all available items.

 

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

If you do not want to include all financial documents, you can use the 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.  

The list of Document #s that may be returned in the filtered results will be limited to those associated with Legal Entities that match the current user's Legal Entity (that is, the Legal Entity associated with the user's Person Organization defined on their person profile).  This restriction does not apply to the user's having the Administrator role.

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

Document #

  

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.