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Searching for Expenses

The Expense Search page in ProMaster provides a means to search for expenses based on different criteria such as date ranges, expense status, user names and Account types.

The Expense Search page is accessed by clicking on the Expenses tab at the top. The Expense Search page is divided into four panes:

· Search Parameters;

· Status Filter;

· Transaction List;

· Search Pane.

The Search Parameters pane provides a range of different search criteria to help refine the transaction search:

· Date From/To (The date range to search by);

· Account Type (Is limited to the Accounts assigned to the Account Holder);

· User Name;

· Reference ID;

· Sort By (Ability to sort results by the field selected);

· Status Filters.

The Search Parameters pane allows the User to refine search criteria. It is context-sensitive for fields in the search criteria, and will display a list of values in the Search Pane. For example, clicking on a date range field in the Search Parameters pane will bring up a calendar view in the Search Pane, which allows the User to navigate to specific dates quickly. Whereas clicking on the User Name field brings up a Profile Search tool in the Search Pane.

To search for expenses:

1. Select the Expenses tab;

The Expense Search page appears.

2. Enter the appropriate Search Parameters;

These parameters are Account Type, Date From and Date To, User Name and Sort By (sorts the search results by a selected column)

3. Activate the appropriate status filter(s);

4. Click Search.

The resulting list of expenses is displayed.

Tips:

· Expenses are initially `Waiting Accountholder'. As they are matched with transactions during the verification/approval process, they become `Waiting Approval'

· When entering Date From and Date To, use the calendar which appears on the right of the screen.

· Do not make your search parameters too broad as this will retrieve an over-abundance of information.

· Use the search tool, which comes up in the Search Pane on the right, to get the appropriate User Name, if it is unknown.

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