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Quick Search

The Quick Search feature offers several filtering options to help you find and manage your expense reports. The available filters depend on the submission status, the date of the expense report, and your user permissions.

 

Quick Search Options

The Quick Search feature provides the following views: 

  • Current Work 

  • Recent Work 

  • All My Work 

 

Search Function

The Search functionality allows you to search the list of Expense Reports based on: 

  • Author or user 

  • Report Title

  • Date Range 

  • Submission status and approval 

Quick Search section of the Expense Reports section of the Expense Manager

  

To enable this functionality, click on the Search option from the Quick Search navigation menu on the left side of the screen. Select any of the other filter options to apply the Search.

If you no longer need the Search, click on it again to disable it.

When enabled, the additional search bar will appear above the expense reports section. 

  Search Bar that will appear above the expense reports sections with multiple search options

 

Author or User Search

To search by author or user, you can either type a name or email address to look up the user or click on the undefined-Dec-23-2023-06-48-30-7685-PM.png_width=19&height=23&name=undefined-Dec-23-2023-06-48-30-7685-PM icon on the right side of the search bar.


Author or User search example in the Expense Manager

Select the user from the list to filter expense reports with the user, based on your permissions.

 

Report Title Search

To search by report title, enter the report title (or part of the report title) into the search bar to view a list of expense reports with that title.

Report title quick search example in the Expense Manager

 

Date Range Search

To filter expense reports based on the date range, make your selection under the Date Range field in the search area.

Date Range dropdown option to narrow down the search

The available options are: 

  • Today 

  • Yesterday 

  • This Week 

  • Last Week 

  • This Month 

  • Last Month 

  • This Quarter 

  • Last Quarter 

  • This Year 

  • Last Year 

  • Custom (select your own date range)

Once you apply the filter, all the expense reports that meet the filter criteria will be available in the Expense Report section within your workspace. 

 

Submission and Approval Status Search

To search expense reports based on the submission and approval status, make your selection from the available checkboxes.

The available options are:

  • Unsubmitted: Expense reports that you have created but not yet submitted.

  • Submitted: Expense reports that have been submitted for approval.

  • Accounting Approved: Expense reports that have received final approval by the accounting department.

  

 

Note: These menu options will only be visible if you select an expense from the Expenses section in your Expense Manager workspace.