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


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.  

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

Originating 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.