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| Widget Connector | ||
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To perform an Expense Report Search:
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Field | Description |
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Report ID | Selecting a Report ID will retrieve the expense report bearing this ID |
Employee | Selecting an employee ID will retrieve only the expense 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 |
| 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 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 |
| Employee Type | Selecting an employee type will retrieve only expense reports created by the employee type |
Report Type | Selecting a Report Type will retrieve all expense reports of the selected report type |
| Expense Type | Selecting an Expense Type will retrieve all expense reports of the selected expense type |
Status | Selecting a status will retrieve only expense reports having the selected status |
Previous Status | Selecting a previous status will retrieve only the expense reports whose status immediately previous to their current status was the selected status |
Company | Selecting a Company will retrieve only the expense reports of employees of the selected company |
Department | Selecting a department will retrieve only expense reports of employees of the selected department |
Location | Selecting a location will retrieve only expense reports of employees of the selected location |
Validation Status | Selecting a validation status will retrieve only expense reports of the selected validation status |
File Attachment | Selecting Yes will retrieve only expense reports that have file attachments; selecting No will retrieve only expense reports that do not have any file attachments |
Process Status | Selecting a Process Status will retrieve all expense reports bearing the selected status |
| Certification | Filter results by user certification |
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 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 |
Exception | Selecting an Exception will only show users with that exception status |
WBS Level 1 | Selecting a Level 1 code will only show expense reports with charges to selected Level 1 |
| WBS Level 1 Query | Allows search by WBS level 1 one additional query |
WBS Level 2 | Selecting a Level 2 code will only show expense reports with charges to selected Level 2 |
| WBS Level 2 Query | Allows search by WBS level 2 one additional query |
Approver | Selecting a approver will retrieve only expense reports where the selected approver approved or approves for |
| Approval Queue Status | Retrieves expense reports with approvals in specific statuses, such as 'Ready', 'Done', 'Not Ready' |
Vendor | Selecting a vendor will retrieve only vendor payments reports for selected vendor |
Batch No | Selecting a Batch Number will retrieve only the expense reports from the selected batch |
Reimbursement>0 | Selecting Yes, will retrieve transactions that have reimbursable amount. Selecting “No” would retrieve transactions with no reimbursable amount |
Report Currency | Selecting report currency will retrieve only the expense reports with the selected currency |
| Employee Attribute | Allows search for employee timesheets by an attribute assigned to an employee through Additional Fields |
| Attribute Value | Allows search for employee timesheets with a specific attribute value |
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