Concur Invoice Professional Edition Administration Help

Searching for Existing Users

Searching for Employees Without Managers

The Managers field in the search options is used to find employees that do not have a manager/approver assigned.

  • When Expense Advanced Filters is selected, the No Manager option in the Managers field will cause the system to display users who meet all the other search criteria and do not have an Expense manager/approver.

  • When Travel Advanced Filters is selected, the No Manager option in the Managers field will cause the system to display users who meet all the other search criteria and do not have a Travel manager/approver.

  • Select the All Managers option in the Managers field to display users regardless of whether they have a manager assigned.

Searching for Test Users

The Expense Test Users field in the search options is used to include or exclude employees of type Test User if any users of this type exist in the system (that is, it will not appear if the system does not detect one or more Test Users).

  • All Users: The filter is ignored, and all test users are returned.

  • Exclude Test Users: Return the search results without including any Test Users.

  • Only Test Users: Include only Test Users in the results of the search.

To search for Expense users:

  1. On the user administration page, select (enable) the Show Filters check box to view the search fields.
  2. Select Use Expense Advanced Filters.
  3. Enter the search criteria.
  4. Select (enable) the check boxes next to the desired columns to be displayed.
  5. Click Search.

To search for Travel users:

  1. On the user administration page, select (enable) the Show Filters check box to view the search fields.
  2. Select Use Travel Advanced Filters.
  3. Enter the search criteria.
  4. Select (enable) the check boxes next to the desired columns to be displayed.
  5. Click Search.