Contents

Dialog Box Fields

Field	Description
Function	Use this drop-down box to select the functional role for which to query employee expense authorizations. All of the functional roles that are set up in your system and that are linked in the Employee Groups screen display in alphabetical order, with "Self" being the default.
Group	Once you have selected the functional role, the groups to which the role is linked populate the Group section in alphabetical order. Highlight the group or groups that you want to query.
Last Name	Use this field to filter the results to include employees that belong to the Group whose last name begins with a certain letter or letters.   Example: If you enter "S" in this field, those employees that belong to the Group selected whose last name begins with "S" will be included in the results set. If you enter "ST," only those employees who belong to the Group selected whose last name begins with "St" will be included.
Authorization ID	Use this field to filter the results to include those authorizations that begin with a certain character or characters. Example: If you enter "EA00001" in the field, those expense authorizations that begin with "EA00001" will be included in the results set. Those that begin with a different sequence, such as "EA00002," will not be included.
Type	Use this drop-down box to select the expense authorization types you want to query. If you selected "Self" for the Function, the list will include all expense authorization types where expense authorizations are either "Required" or "Optional" and have been used by you. If the Function selected is not "Self," the list will include expense authorization types where expense authorizations are either "Required" or "Optional."
Blanket	Use this drop-down box to filter the copy based on whether the expense authorization is a blanket authorization. Options include: All — Copy for all expense authorization, blanket and non-blanket. Open — Limit copy to blanket authorizations that have an open status. Closed — Limit copy to blanket authorizations with a closed status. Blanket — Limit copy to blanket authorizations. Non Blanket — Limit copy to non-blanket authorizations.
Start Date	Select the starting date of the expense authorizations you wish to view. This date is derived from the expense authorization date. This field is required.
End Date	Select the ending date of the expense authorizations you wish to view. This date also is derived from the expense authorization date. This field is required.
Sort By	Select the order in which the employee expense authorizations should appear in the Results table after you select the Execute button. The available options are "Employee Name," "Authorization ID," and "Status." The default is "Employee Name." If you select "Employee Name," the employees will be listed in alphabetical order in the Results table. If you select "Expense Authorization ID," the employees will be listed in expense authorization ID order. If you select "Status," the employees will still be listed in alphabetical order; however, they will be additionally grouped by their status. The order of the status grouping will follow the order of the check boxes in the Criteria group box.
Status and Count	The Status check boxes work in conjunction with the Count fields. If you select the Execute button, the system will display the number of expense authorizations for each check box that is selected.  For example, if you selected the Approved check box, the system will display the number of approved expense authorizations found in the selected group(s). As the default, all check boxes are selected.   At least one status option must be selected. Choose from the following: Draft — Select this check box to display employees whose expense authorizations have a status of "Draft." The number of draft expense authorizations will display in the Counts field. Draft status means the employee has an expense authorization that has not yet been submitted. Submitted — Select this check box to display employees whose expense authorizations have a submitted status. The number of submitted expense authorizations will display in the Counts field. Submitted status means the expense authorizations has been signed but not approved. Under Review  — Select this check box to display employees whose expense authorizations are under review. The number of expense authorizations under review will display in the Counts field. Under Review status means some of the supervisors have approved the expense authorizations, but not all. Approved  — Select this check box to display employees whose expense authorizations have an approved status. The number of approved expense authorizations will display in the Counts field. Approved status means all supervisors have approved the expense authorizations. Rejected  —Select this check box to display employees whose expense authorizations have a rejected status. The number of rejected expense authorizations will display in the Counts field. Rejected status means one supervisor has rejected the expense authorizations. Processed  — Select this check box to display employees whose expense authorizations have a processed status. The number of processed expense authorizations will display in the Counts field. Processed status means the expense authorizations has been successfully exported. Voided — Select this check box to display employees whose expense authorizations have a voided status. The number of voided expense authorizations will display in the Counts field. Voided status means an employee or a supervisor has voided the expense authorizations.