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Background: This article is most helpful to Digital Paper Flow users trying to sort and find expenses by a specific search filter.

 

Context: Within the Expenses module under either Draft, Approve, Hold, Pending, Declined, Approved and All the search feature can be used to sort or find expenses.

 

 

 

From the Navigation Bar select Expenses.

 

Select the group of the expense you would like to search for. These include Draft, Approve, Hold, Pending, Declined, Approved, All.

 

Click on the drop-down arrow to select the filter you wish to sort and find a expense by

Search Function 1: Select the filter from one on the following types:

  • Type

  • Date

  • Envelope

  • Code

  • Advanced Amount

  • Accounted Amount

  • Transaction

(Note: Clicking on a selection once will automatically sort the expenses in descending order. If you click on the filter once more it will sort the expenses in ascending order)

 

Search Function 2: Simply type in one of the following terms in the search bar and a result will be returned.

  • Envelope Number

  • Voucher

  • Date

  • Transaction Number

  • Supplier Code

  • Supplier Name

(Note: Page loading must be turn on for this search feature to be operational.)

 


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