Search for Expense Reports

The processor can search for an expense report using the Starting Group and Find areas, and can run default or saved queries.

Searching for an Expense Report Based on Entered Criteria

When searching for expense reports, use these two filters in conjunction with one another:

Group

AND

Specific employee information, such as employee name

The first time you use the Expense Processor, the page will appear blank. You can set a query to run when you open the page if you always work with the same query.

Group Menu and Find Area

The two search sections, Group and Find every report where, are dependent on each other. For example, you can first select the Group for which your search criteria is to be performed against (Global Group-United States), and then you can search for specific expense report information (Employee Last Name = Brown). In this search situation, only the expense reports that were created by employees in the Global Group-United States group and have the last name of Brown will appear as your search results.

To search for expense reports using Group and Find fields:

  1. From the Group list, select the group whose expense reports you want to review. To filter to the appropriate group:

    • Select the check box next to the next level under Global Group, such as United States. The level appears in the field beneath. The list now changes to include all valid levels below Global Group-United States, such as Sales and Product Development.

    • Select the Include All Groups below Selected Group check box to include all groups that exist in your selected group and all groups below it in the hierarchy.

    • Continue selecting groups until the desired group is located.

    • Click OK.

  2. Use the Find area to narrow your search. In the Find every report where area:

    • Select an option from the list, such as Employee Last Name.

    • For the date sensitive criteria, type the format that is appropriate for your locale, such as mm/dd/yyyy.

    • Select an operator, such as Begins with.

    • Type a text value, such as B. Entering the wildcard (*) symbol into the search criteria text field will result in a delay as the system returns all expense reports without narrowing the results.

  3. Click Go. Only the expense reports that match both the Group criteria and the Find criteria will appear in the search results.

Searching for an Expense Report using a Query

You can search for existing expense reports using a default query, Reports Ready for Processing, or your custom saved queries. When Reports Ready for Processing is run, all expense reports that are pending authorization will appear on the process reports page.

To search for expense reports using an existing query:

From the Run Query menu, click the name of the desired query. The Process Reports page displays the search results.