The Search Tab Overview

The Search tab allows for quick searching for expense reports. The simple Search form displays upon clicking the Search tab.

General Guidance

1. From the drop-down menu, search by:

1. • Expense ID

   • Expense Title

   • Purpose

   • Submitter ID

   • Payment Batch

   • Missing Required Receipt

   • Spending Violations

2. Enter the search information in the Search field. To find information containing the string entered, surround the text with [%]. Using the % as a wild card can help find all related items for your search request. Use this symbol if you don't know the exact wording or phrase for your search request.

3. Click Search to find the matching expense records. The system returns a grid of the results. From the results grid, you can click an Expense Title to see the details of the expense. If you want to export the listing, click the Export to .CSV or .XML icon.

Advanced Search

The advanced search form allows for building a multi-criteria search, and returning records that match the criteria. The advanced search builds an AND clause between each criteria filled in, narrowing the record set that is returned.

1. Click Advanced in the top right corner.

2. Fill in the fields you want to filter by, and then click Search. This returns a results grid containing the record set that matches your criteria.

3. From the results grid, you can click an Expense Title to see the details of the expense. If you want to export the listing, click the Export to .CSV or .XML link.

Restrictions on Returned Data

The data returned via either of the searches is limited based on your role in the system. You can always see your own expense reports. The user role assigned and chosen determines the level of access to data.

 

Please contact your administrator if you are unsure what your user role has been set as.

 

If you have pay or administrative privileges, you are able to see all expense reports.

Search By choices:

• Additional Users-  Will provide results for reports that you own and any delegate reports based on delegate settings and are from users, user groups, and/or organizations that you have access to.

• Manager- Will provide results for reports that you own, any delegate reports based on delegate settings and are in your approval tree.

• Additional Users and Manager- Will provide results for reports that You own and any delegate reports based on delegate settings. That re from users, user groups, and/or organizations that you have access to or are in your approval tree.

 

 

 

 

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