Vendor Expense Search allows administrators to search vendor reports on the detail level vs on the report level which can be done through Expense Report Search.
To perform an Vendor Expense Search:
Expand Utilities.
Click Vendor Expense Search.
To bring up all Vendor Reports in the system, click on Apply in the filter window. If there is a large amount of Vendor Reports, the system will ask you to limit your query.
To speed the search, filter the search by one or more criteria in the Filter window, then click on Apply.
The Vendor Expense Search window appears, listing all of the vendor reports meeting the search criteria.
From this window administrators may delete vendor reports, change vendor reports' statuses, send an E-mail to the vendor report's owner, or view and print the vendor report.
Field | Description |
|---|---|
Report ID | Entering a Report ID will retrieve the vendor report bearing this ID |
Employee ID | 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 |
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 |
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 |
Level 1 | Selecting a Level 1 code will only show vendor reports with charges to selected Level 1 |
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 |
Level 2 | Selecting a Level 2 code will only show vendor reports with charges to selected Level 2 |
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 |
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 |
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 |