Search for Records

To use the Personal expense credit card Import submodule, you must have access to Finance & Administration as defined in the Employee cross-company access submodule under Settings.

To search for a record:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click Export, Import & Maintenance > Personal Expense Credit Card Import.
3. On the Import tab, highlight the personal expense credit card file with the record you need.
4. On the subgrid toolbar, click on the Search Grid field and enter a keyword related to the record.