Use the Expense Report Custom Search dialog box to create a custom search that applies to Expense Reports. You can select specific filters to include in your search, and each search can be saved for future personal or team use.
The lookup options that are included on this dialog box include an
X next to each field name. Click the
X to remove the filter option from your custom search if needed.
To create a custom Expense Report search:
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In the Navigation pane, select
.
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At the top of the form, click
on the
Select Searches list, scroll down and click
Custom.
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Enter a name for the custom search.
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To save the search for specific users, click
+ Save Options and select one or more security roles that will have access to this search.
Depending on your security rights, you can save for everyone (all security roles), your role, or specific security roles. If you do not have the appropriate security rights to save searches for others, you can only save personal searches (
My Searches) for yourself. If you do have the appropriate security rights, the name of the search is listed in the
Shared Searches list. For more information, see the
Personal and Shared Searches online help topic.
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Select the Expense Report status to include in the search:
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Select a Expense Report group to include employees that belong to a specific Expense Report group as set up in Time Settings.
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Select the Expense Report status, or processing stage, to include in the search:
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Select one or more employees to include in the search.
This list includes all employees that are associated with the Expense Report.
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Select the employee status to include in the search: