Filtering Journal Lists on the Web

You can filter the list of journals to display in the Process Journals list. This enables you to easily find specific journals based on selected criteria. You can filter the list by entity, label, group, description, status, type, or balance type. You can enter text filters, including the percent (%) symbol as a wildcard, or you can leave a text box blank to avoid filtering on the entry .

For automated consolidation journals, you can only filter by Entity and Group.

Note:

Depending on the setup of your database, text boxes for journal filters might be case-sensitive. For example, filtering with “testgroup” might return different results than filtering with “TestGroup”.

  To filter journal lists:

  1. From the Process Journals page, click Filter.

  2. To filter by entity, enter an entity name or click Browse and select an entity.

  3. To filter by label, group, or description, enter text or use the percent (%) symbol as a wildcard.

  4. To filter by status, type, or balance type, select the check box next to the filter.

  5. Click OK.

  6. Optional: To restore the list to its default status, click Restore Defaults.