Search for an Expense Sheet

You use this procedure to search for an expense sheet.

Use this search to find specific expense sheets, for example, if you want to find expense sheets so that you can approve them. If you want to perform a general search for expenses by job, submitter, or other similar criteria, use the Manage Agency menu's Expenses Search page.

To search for a specific expense sheet, complete the following steps:

  1. Click Menu > Manage Agency > Expense Sheet.
  2. Enter or search for values in the search filter fields, as appropriate to your search criteria:
    • Enter or search for an expense sheet number in the Expense Sheet Number field.
    • Enter or search for an expense sheet name in the Expense Sheet Name field.
    • Choose the name of an approver from the Approver drop-down.
    • Choose an expense sheet status from the Expense Sheet Status drop-down.
  3. Click Search.