Filter Reports

To search for reports that do you not see within My Queue and My Rejections the filter option can be used.

• On the far-left hand corner, click on the icon to filter or you can use the drop-down arrow next to the Expense Approval and click on Filter.
• A query window will pop up. 

• Filter: Search for Expense Reports based on:
  • Query Type (For previously approved reports select "Approved By Me (History)")
  • Report ID
  • Employee's First/Last Name
  • Start and/or End Date
    
  • Employee ID
  • Company - name may vary per setup 
  • Department - name may vary per setup 
  • Location - name may vary per setup 
  • Employee Type
  • Billable
  • Client- name may vary per setup
  • Project - name may vary per setup
  • Task - name may vary per setup
  • SubTask - name may vary per setup
  • Report Type
  • Attachments
  • Min or Max Amount
  • Submit From / To
    
    
• Once fields are entered click Search