Tuesday, June 4, 2019

Search of Unapproved Expense Reports to Show GL Accounts and Employee Supervisor

A. Navigate to Transactions > Management > Saved Searches > New
B. In the
Criteria tab > Standard subtab > enter the following filters:
Type is Expense Report

Status is any of Expense Report: Pending Supervisor Approval; Expense Report:Pending Accounting Approval
Main Line is False

C. In the
Results tab > Columns subtab > add the needed fields plus the below
Expense Category

Expense Category fields... then select Account
Employee Fields...then select Supervisor
D. In the
Available Filters set Filter to Date then check on Show in Footer box.
E. Enter a
Search Title

F. Click
Save & Run

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