Search > Spend search

Spend search

To view transactions made by the employees within the company:

1. From the main menu, select Search.

   The Spend Search screen displays. The first row shows the default Employee filter selection and the current statement period.

2. To find transactions for:
   • All employees, leave the Employee filter set to All.
   • A particular employee, select Individual and enter their name or/and account number.
3. To find transactions made during:
   • The current statement period, leave the Duration filter set to Statement period.
   • A specific period, select Date range and choose start and end dates.
4. To find transactions made in:
   • The company's default currency, leave the Currency filter set to the default value.
   • Another currency supported by the company, select that currency from the drop-down list.
5. To find transactions:
   • Of all amounts, leave the Amount filter set to All amounts.
   • Between a specific amount, select Amount range and enter minimum and maximum amounts.
6. If required, select Include Payments to include those transaction types in your search results.
7. To reset all selections to their defaults, select Reset.
8. To view your search results, select Search.

   Transactions display by employee name, then employee card number.

   For each transaction, you see the supplier name (or transaction description if the supplier name isn't available), the transaction amount, posting date and transaction type.

9. To view more transaction details, select a transaction to open the Transaction details side panel.