Column Name | Filter Type |
1099 Account | Yes/No |
Account Credit Decision | Multi-select from configured options |
Account E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Account Group | Multi-select from configured options |
Account ID | Match Exact, Contains, Begins with, Ends with |
Account Name | Multi-select from configured options |
Account Oldest Due Date | x |
| Account Past Due | x |
Account Roles | Multi-select from configured options |
Account Setup for A/P | Yes/No |
Account Status | Multi-select from configured options |
Account Status Date | Date Filter |
Account Status Expiration Date | Date Filter |
| Active Exposure | Amount Range or Compared to One Amount |
Allow Posting | Yes/No |
Alternate Name | Match Exact, Contains, Begins with, Ends with |
Business or Individual | Select Business or Individual |
Business Start Date | Date Filter |
Business Title | No filter options |
Collection Team | Multi-select from configured options |
Collector | Multi-select from configured options |
Company Type | Multi-select from configured options |
Contact Department | Match Exact, Contains, Begins with, Ends with |
Contact Email | Match Exact, Contains, Begins with, Ends with |
Contact Function | Match Exact, Contains, Begins with, Ends with |
Contact Name | Match Exact, Contains, Begins with, Ends with |
Contact Phone | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Contact Title | Match Exact, Contains, Begins with, Ends with |
Country of Citizenship | Multi-select from configured options |
Credit Rating | Multi-select from configured options |
Credit Release -- Should be yes/no? | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Customer Industry Type | x Already there but on the add list |
Date Current Ownership | Date Filter |
Date of Birth | Date Filter |
Department | Match Exact, Contains, Begins with, Ends with |
Doing Business As | Match Exact, Contains, Begins with, Ends with |
DUNS Number | Match Exact, Contains, Begins with, Ends with |
Exempt Certificate Expiration Date | Date Filter |
Exempt Certificate ID | Match Exact, Contains, Begins with, Ends with |
Exempt Reason | Match Exact, Contains, Begins with, Ends with |
Experian File ID | Match Exact, Contains, Begins with, Ends with |
Federal ID | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Financials Due | x |
Financials Due To | x |
Function | Match Exact, Contains, Begins with, Ends with |
Funding Days for Funding Approval | Amount Range or Compared to One Amount |
Funding Reserve Percentage | Amount Range or Compared to One Amount |
| Funding Reserve Type | Multi-select from configured options |
Funding Year Length | Multi-select from configured options |
Gender | Match Exact, Contains, Begins with, Ends with (non configurable, only male female options) |
Invoice Code | Multi-select from configured options |
Invoice Lead Days | Multi-select from configured options |
Is Tax Exempt | Yes/No |
Legal Name | Match Exact, Contains, Begins with, Ends with |
License | Match Exact, Contains, Begins with, Ends with |
Location Addr Line 1 | Match Exact, Contains, Begins with, Ends with |
Location Addr Line 2 | Match Exact, Contains, Begins with, Ends with |
Location Addr Line 3 | Match Exact, Contains, Begins with, Ends with |
Location Attention | Match Exact, Contains, Begins with, Ends with |
Location City | Match Exact, Contains, Begins with, Ends with |
Location Code | Match Exact, Contains, Begins with, Ends with |
Location Country | Multi-select from configured options |
Location County | Match Exact, Contains, Begins with, Ends with |
Location Is Remit To | Yes/No |
Location Name | Match Exact, Contains, Begins with, Ends with |
Nature of Business | Match Exact, Contains, Begins with, Ends with |
Parent Company ID | Match Exact, Contains, Begins with, Ends with |
Parent Company Name | Multi-select from configured options |
Past Due Amount | x |
Pending Exposure | Amount Range or Compared to One Amount |
Percent Of Ownership | Amount Range or Compared to One Amount |
Phone Type | Multi-select from configured options |
Post All Credit Memos | Yes/No |
Post All Write-offs | Yes/No |
Post Contract | Yes/No |
Post Credit Memo | Yes/No |
Post Invoices | Yes/No |
Post to Closed Period | Yes/No |
Post to Closed Year | Yes/No |
Post Write-offs | Dup to Post All Write-offs above |
Postal Code | Exact Match |
Related Accounts - is this filter right? | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Sales Representative Name | Match Exact, Contains, Begins with, Ends with |
Social Security Number | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Spouse | Match Exact, Contains, Begins with, Ends with |
State ID Number | Match Exact, Contains, Begins with, Ends with |
State Of Incorporation | Multi-select from configured options |
State/Province | Multi-select from configured options |
System User | Yes/No (Checkbox) |
Title | Match Exact, Contains, Begins with, Ends with |
Total Exposure | Amount Range or Compared to One Amount |
User Profile | Multi-select from configured options |
User ID | Match Exact, Contains, Begins with, Ends with |
Column Name | Filter Type |
| # of days Contract Delinquent | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
| # of days Delinquent | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
| Acceptance Date | Date Filter |
| Accrete Residual Income | Match Exact, Contains, Begins with, Ends with -- Should be yes no? |
| Acct Dist Code | Multi-select from configured options |
| Acct Dist Code Group | Multi-select from configured options |
| ACH Bank E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| ACH Bank ID | Match Exact, Contains, Begins with, Ends with |
| ACH Bank Name | Match Exact, Contains, Begins with, Ends with |
| ACH Bank Status | Active or Inactive -- Pick list is screwed up |
| Amortization Principal Balance | Amount Range or Compared to One Amount |
| Amount Financed | Amount Range or Compared to One Amount |
Amount Past Due | x |
Asset Location City | x |
Asset Location Country | x |
Asset Location County | x |
Asset Location Postal Code | x |
Asset Location State | x |
| Attorney E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Attorney ID | Match Exact, Contains, Begins with, Ends with |
| Attorney Name | Multi-select from configured options |
| Attorney Status | Multi-select from configured options |
| Available Line of Credit | Amount Range or Compared to One Amount |
| Booked Date | Date Filter |
| Broker | Multi-select from configured options |
| Broker E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Broker ID | Match Exact, Contains, Begins with, Ends with |
| Broker Status | Multi-select from configured options |
| Can Be Emailed | Yes/No |
Charge Off Amount | x |
| Charge Off Effective Date | Date Filter |
Collateral Type | x |
| Collector | Multi-select from configured options |
| Collector E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Collector ID | Match Exact, Contains, Begins with, Ends with |
| Collector Status | Multi-select from configured options |
| Commencement Date | Date Filter |
| Compounding Period | Multi-select from system options |
| Compute Method | Multi-select from system options |
| Contact | Multi-select from configured options |
| Contact Status | Multi-select from configured options |
| Contract Category | Multi-select from configured options |
| Contract Entry Date | Date Filter |
| Contract ID | Match Exact, Contains, Begins with, Ends with |
| Contract Manager E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Contract Manager ID | Match Exact, Contains, Begins with, Ends with |
| Contract Manager Name | Multi-select from configured options |
| Contract Manager Status | Multi-select from configured options |
| Contract Payments Receivable | Amount Range or Compared to One Amount |
| Contract PO Number | Match Exact, Contains, Begins with, Ends with |
| Contract Status Group | Single-select from configured options |
| Contract Type | Multi-select from configured options |
| Credit Analyst E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Credit Analyst ID | Match Exact, Contains, Begins with, Ends with |
| Credit Analyst Name | Multi-select from configured options |
| Credit Analyst Status | Multi-select from configured options |
| Credit Decision | Multi-select from configured options |
Credit Decision Date | Date Filter |
| Credit Decision Expiration Date | Date Filter |
| Credit Rating | Multi-select from configured options |
| Credit Score | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
| Current Deal Owner | Multi-select from configured options |
| Customer Account Group | Multi-select from configured options |
| Customer Address | Match Exact, Contains, Begins with, Ends with |
| Customer Business or Individual | Select Business or Individual |
| Customer Company Type | Multi-select from configured options |
| Customer DBA | Match Exact, Contains, Begins with, Ends with |
| Customer E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Customer Fax | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
| Customer ID | Match Exact, Contains, Begins with, Ends with |
| Customer Industry Type | Multi-select from configured options |
| Customer Location City | Match Exact, Contains, Begins with, Ends with |
| Customer Location Country | Multi-select from configured options |
| Customer Location County | Match Exact, Contains, Begins with, Ends with |
| Customer Location Postal Code | Exact Match |
| Customer Location State | Multi-select from configured options |
| Customer Name | Multi-select from configured options |
| Customer Phone | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
| Customer State of Incorporation | Multi-select from configured options |
| Customer Status | Multi-select from configured options |
| Customer Yield | Amount Range or Compared to One Amount |
| Debt Rate | Match Exact, Contains, Begins with, Ends with |
| Delinquency Code | Multi-select from configured options |
| Delinquency Description | Match Exact, Contains, Begins with, Ends with |
| EFT Originating Bank Name | Multi-select from configured options |
| Equipment Type | Multi-select from configured options |
| Equity Owner E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Equity Owner ID | Match Exact, Contains, Begins with, Ends with |
| Equity Owner Name | Multi-select from configured options |
| Equity Owner Status | Multi-select from configured options |
| Estimated Payoff | Amount Range or Compared to One Amount |
Extended Maturity Date | x |
| Fair Market Value | Amount Range or Compared to One Amount |
| Finance Company E-Mail Address | Match Exact, Contains, Begins with, Ends with |
| Finance Company ID | Match Exact, Contains, Begins with, Ends with |
| Finance Company Name | Multi-select from configured options |
| Finance Company Status | Multi-select from configured options |
| Finance Product | Multi-select from configured options |
Finance Product Type | x |
| Finance Program | Multi-select from configured options |
| Finance Program Group | Multi-select from configured options |
| First Payment Due Date | Date Filter |
Funding Discounting Method | x |
| Funding Source Approved Amount | Amount Range or Compared to One Amount |
| Funding Source E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Funding Source ID | Match Exact, Contains, Begins with, Ends with |
Funding Source Name | Multi-select from configured options |
Funding Source Status | Multi-select from configured options |
Funding Status | Multi-select from configured options |
Funding Submission Expiration Date | Date Filter |
Funding Submission Pool ID | Match Exact, Contains, Begins with, Ends with |
Guarantor E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Guarantor ID | Match Exact, Contains, Begins with, Ends with |
Guarantor Name | Multi-select from configured options |
Guarantor Status | Multi-select from configured options |
Implicit Rate | Amount Range or Compared to One Amount |
Insurance Expiration Date | Date Filter |
Internal Yield | Amount Range or Compared to One Amount |
Invoice Code | Multi-select from configured options |
Invoice Code Description | Match Exact, Contains, Begins with, Ends with |
Is Booked | Yes or No |
Is Charge Off | Yes or No |
Is Non-Accrual | Yes or No |
Is Notification Valid | Yes or No |
Is SAC | Yes or No |
Is Terminated | Yes or No |
Lead Days - # of Days | Match Exact, Contains, Begins with, Ends with |
Lead Days Code | Match Exact, Contains, Begins with, Ends with |
Lead Days Description | Match Exact, Contains, Begins with, Ends with |
Loan Amount | Amount Range or Compared to One Amount |
Logged In User Roles | Multi-select from configured options |
Maturity Date | Date Filter |
Next Payment Date | Date Filter |
Non-Accrual Effective Date | Date Filter |
Notification Date | Date Filter |
Notification Received Date | Date Filter |
Notification Sent Date | Date Filter |
Number of Advance Payments | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Number of Deferral Periods | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Number of Payments | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Oldest Outstanding Payment | x |
Other E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Other Role ID | Match Exact, Contains, Begins with, Ends with |
Other Role Name | Multi-select from configured options |
Other Role Status | Multi-select from configured options |
Parent Company ID | Match Exact, Contains, Begins with, Ends with |
Parent Company Name | Multi-select from configured options |
Parent Contract ID | Match Exact, Contains, Begins with, Ends with |
Parent Transaction Number | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Payment Amount | Amount Range or Compared to One Amount |
Payment Frequency | Multi-select from system options |
Payoff Penalty Code | Multi-select from configured options |
Pool ID | x Is this the same as Funding Submission Pool ID above? |
Pricing Template Description | Multi-select from configured options |
Primary Purpose of Finance | Match Exact, Contains, Begins with, Ends with |
Primary Purpose of Finance Amount | Amount Range or Compared to One Amount |
Primary Purpose of Finance Description | Match Exact, Contains, Begins with, Ends with |
Principal Balance | Amount Range or Compared to One Amount |
Private Label | Match Exact, Contains, Begins with, Ends with |
Purchase Option Amount | Amount Range or Compared to One Amount |
Purchase Option Type | Multi-select from configured options |
Rate Factor | Amount Range or Compared to One Amount |
Renewal Payments Invoiced | x |
Residual Guaranteed | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Residual Guaranteed Amount | Amount Range or Compared to One Amount |
Residual Guaranteed Percent | Amount Range or Compared to One Amount |
Residual Total Amount | Amount Range or Compared to One Amount |
Residual Total Percent | Amount Range or Compared to One Amount |
Residual UnGuaranteed Amount | Amount Range or Compared to One Amount |
Residual UnGuaranteed Percent | Amount Range or Compared to One Amount |
SAC End Date | x |
Sales Rep E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Sales Rep ID | Match Exact, Contains, Begins with, Ends with |
Sales Rep Name | Multi-select from configured options |
Sales Rep Status | Multi-select from configured options |
| Security Deposit Amount | x |
Status | Multi-select from configured options |
Status Date | Date Filter |
Status Expiration Date | Date Filter |
Submission Date | Date Filter |
Submission DateTime | Date Filter |
Submitted By | Match Exact, Contains, Begins with, Ends with |
Suspend Invoicing | Yes or No |
Term | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Termination Date | Date Filter |
Total Amount Due | x |
Total Interim Rent Amount | Amount Range or Compared to One Amount |
Total Purpose of Finance Amount | Amount Range or Compared to One Amount |
Transaction Code | Multi-select from configured options |
Transaction Number | Match Equals, Not Equal To, Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To |
Transaction Number Selection | Multi-select from system options |
Upfront Financed Tax Amount | Amount Range or Compared to One Amount |
Upfront Tax Amount | Amount Range or Compared to One Amount |
Vendor E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Vendor ID | Match Exact, Contains, Begins with, Ends with |
| Vendor Name | Multi-select from configured options |
Vendor Program | Multi-select from configured options |
Vendor Sales Rep E-Mail Address | Match Exact, Contains, Begins with, Ends with |
Vendor Sales Rep ID | Match Exact, Contains, Begins with, Ends with |
Vendor Sales Rep Name | Multi-select from configured options |
Vendor Sales Rep Status | Multi-select from configured options |
Vendor Status | Multi-select from configured options |
Year Length | Match Exact, Contains, Begins with, Ends with |