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Field | Description |
|---|---|
Report ID | Entering a Report ID will retrieve the vendor report bearing this ID |
Employee | Selecting an employee ID will retrieve only the vendor reports of the selected employee |
First Name | Entering an employee's first name will retrieve only the reports of employees with that first name |
Last Name | Entering an employee's last name will retrieve only the reports of employees with that last name |
Vendor | The vendor field with a drop-down option allows you to select a vendor or you can type in part of the name or ID for the search to bring back values that match. This limits your search to one vendor. |
Vendor | Entering in a portion of the vendor name will do a search on similar name. This allows you to search on multiple vendors with similar names. |
Invoice No | Enter in the vendor invoice number or a portion of the number |
Date Range | Select a quick data range option from the drop down |
Status | Selecting a status will retrieve only vendor reports having the selected status |
Date From | Select a specific start date to filter your results |
Date To | Select a specific end date to filter your results |
Last Modified From | Filter results by starting date from which data entries have been last modified |
Last Modified To | Filter results by the ending date to which data entries have been last modified |
Company | Selecting a Company will retrieve only the vendor reports of employees of the selected company |
Department | Selecting a department will retrieve only vendor reports of employees of the selected department |
Location | Selecting a location will retrieve only vendor reports of employees of the selected location |
Validation Status | Selecting a validation status will retrieve only vendor reports of the selected validation status |
File Attachment | Selecting ‘Yes’ will retrieve only vendor reports that have file attachments Selecting ‘No’ will retrieve only vendor reports that do not have any file attachments |
WBS Level 1 | Selecting a Level 1 code will only show vendor reports with charges to selected Level 1 |
WBS Level1 Query | Enter in the full Level 1 code or if you want to retrieve based on a portion of the code add a * at the end |
WBS Level 2 | Selecting a Level 2 code will only show vendor reports with charges to selected Level 2 |
WBS Level 2 Query | Enter in the full Level 2 code or if you want to retrieve based on a portion of the code add a * at the end |
My Group | Selecting a group will retrieve the reports for the login user or for the user's team, department or proxy group |
Posted To | Selecting a Posted To will only show vendor reports posted to that particular extract |
Not Posted To | Selecting a Not Posted To will only show vendor reports that have not been posted to that particular extract |
Approver | Selecting a approver will retrieve only vendor reports where the selected approver approved or approves for |
Approval Queue Status | Retrieves vendor reports with approvals in specific statuses, such as 'Ready,' 'Done,' or 'Not Ready,' |
Batch No | Selecting a Batch Number will retrieve only the vendor reports from the selected batch |
Employee Type | Selecting an employee type will retrieve only vendor reports created by the employee type |
Report Type | Selecting a Report Type will retrieve all vendor reports of the selected report type |
Previous Status | Selecting a previous status will retrieve only the vendor reports whose status immediately previous to their current status was the selected status |
Report Currency | Selecting report currency will retrieve only the vendor reports with the selected currency |
Country | Select a country to retrieve vendors in that specific country |
State ID | Select a state to retrieve vendors in that specific state |
Traveled City | Type in a city to retrieve vendors in that specific city |
Address1 | Type in a vendor address to retrieve vendors in that specific address |
Zip Code | Type in a zip code to retrieve vendors in that specific zip code |
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