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Field | Description |
|---|---|
Report ID | Selecting a Report ID will retrieve the expense report bearing this ID |
Description | Typing in the Description will retrieve the transactions bearing this description |
Employee | Selecting an employee ID or name will retrieve only the transactions of the selected employee |
Status | Selecting a status will retrieve transactions for expense reports having the selected status |
Report Type | Selecting a Report Type will retrieve all expense transactions of the selected report type |
Report Currency | Selecting a report currency will retrieve transactions having the selected currency |
Date Range | Selecting a date range would retrieve transactions within the selected timeframe |
Date From | The start date for the date range that will be retrieved |
Date To | The end date for the date range that will be retrieved |
Last Modified Date From | Filter results by starting date from which data entries have been last modified |
Last Modified Date To | Filter results by the ending date to which data entries have been last modified |
Min Amount | Selecting Min Amount will retrieve transactions starting from the specified amount |
Max Amount | Seleting Max Amount will retrieve transactions up to the Max Amount |
Place Name | Selecting a Place Name retrieves transactions charged to a specific place/location/city |
Source Currency | Selecting a Source Currency retrieves transactions of the selected local currency |
Expense Group | Selecting an expense group retrieves transactions within the selected expense group category |
Expense Type | Selecting an expense type retrieves transactions of the selected expense category |
Payment Type | Selecting a Payment Type retrieves transactions with the selected payment type |
File Attachment | Selecting Yes or No, will retrieve only expense transactions that have or do not have file attachments; depending on the option selected |
Attendees | Selecting Yes or No, will retrieve transactions with or without attendees depending on the option selected |
Additional Information | Selecting Additional Information will retrieve transactions with or without additional information, depending on the selected option |
Reimbursable>0 | Selecting Yes, will retrieve transactions that have reimbursable amount. Selecting “No” would retrieve transactions with no reimbursable amount |
Level 1 | Selecting a Level 1 will retrieve transactions allocated to the selected Level 1 |
Level 1 Query | Allows search by WBS level 1 one additional query |
Level 2 | Selecting a Level 2 will retrieve transactions allocated to the selected Level 2 |
Level 2 Query | Allows search by WBS level 2 one additional query |
Level 3 | Selecting a Level 3 will retrieve transactions allocated to the selected Level 3 |
Level 4 | Selecting a Level 4 will retrieve transactions allocated to the selected Level 4 |
My Group | Selecting a group will retrieve thetransactions for the login user or for the user's team, department or proxy group |
Company | Selecting a Company will retrieve only the expense transactions for employees of the selected company |
Department | Selecting a department will retrieve only expense transactions of employees of the selected department |
Posted To | Selecting a Posted To will only show expense reports posted to that particular extract |
Post Date >= | Filter based on the postdate being greater than or equal to a specific date |
Post Date <= | Filter based on the postdate being less than or equal to a specific date |
Not Posted To | Selecting a Not Posted To will only show expense reports that have not been posted to that particular extract |
Batch No | Selecting a Batch Number will retrieve only the expense transactions from the selected batch |
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