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 the filter fields to search for 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.

Find Area

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 that have the last name of Brown will appear as your search results.

To search for expense reports using Find fields:

1. Use the Find area to define 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.

2. Click Go. Only the expense reports that match 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.