Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create a Custom Expense Report Search

You can create a custom search specifically for expense reports. You can save each search for future personal or team use.

The lookup options on the Expense Report Custom Search dialog box include an X next to each field name. You can click this option to remove the filter from your custom search.

To create a custom expense report search:

  1. In the Navigation pane, select My Stuff > Expense Report.
  2. At the top of the Expense Reports form, click on the Select Searches list, scroll down, and click Custom.
  3. In the Search Name on the Expense Report Custom Search dialog box, enter a name for the custom search.
  4. To save the search for specific users, click + Save Options and select one or more security roles that can access this search.
    Depending on your security rights, you can save the search for everyone (all security roles), for your role, or for specific security roles.
    • If you do not have the appropriate security rights to save searches for others, you can only save searches for yourself, which are subsequently listed in the My Searches list.
    • If you do have the appropriate security rights, the names of the searches that you make available to others are subsequently listed in the Shared Searches list.

    For more information, see the Personal and Shared Searches online help topic.

  5. In Expense Report Name, select the names of one or more expense reports to include in the search.
  6. In Report Status, select the expense report status to include in the search.
    This status setting indicates where the expense report is in the processing workflow. See the Expense Report Status help topic for detailed explanations of each status.
  7. In Expense Report Group, select the expense report group to include in the search.
    An expense report group is specified for an employee in the Expense Group field on the Time & Expense tab in the Employees hub.
  8. In Employee, select one or more employees to include in the search.
    This list includes all employees who are associated with the expense report.
  9. Click Save.