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.
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From the Navigation Bar select Expenses. |
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Select the group of the expense you would like to search for. These include Draft, Approve, Hold, Pending, Declined, Approved, All. |
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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:
(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) |
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Search Function 2: Simply type in one of the following terms in the search bar and a result will be returned.
(Note: Page loading must be turn on for this search feature to be operational.) |
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