Search > Approval search

Approval search

If enabled for your company, approval search allows you to find transactions that haven't been approved yet.

To search for expenses that are waiting for approver or cardholder action:

1. From the main menu, select Search > Approval search.

   The Approval search screen is displayed.

2. Select the search criteria you want to use.
   • Company unit. Company units are departments within your company. If your company does not use company units, this section is not displayed.
   • Expense type. Depending on your company configuration, expense types can include Card, Cash Expenses (or a custom label) and Requisitions (or a custom label). If you select Card, the Card issuer drop-down list becomes available.
   • Status. You can choose from these options:
     • Action required by approver. These are expenses in an approver's To do list.
     • Action required by cardholder. These are expenses in a cardholder's To do list.
   • Date range. For card expenses, posting date is used. For cash expenses and requisitions, creation date is used.

     Note: Card expenses in the cardholder Expenses screen and approver Approve expenses screen use transaction date, not posting date. This means that searches for card expenses in cardholder and approver screens using the same dates might return a slightly different list of transactions from searches in the Approval search screen.

3. To view your search results, select Search.

   The search results are displayed.

   • Expenses are grouped by approver or cardholder name.
   • When searching Action required by approver, expenses that have more than one approver are displayed in the Multiple approvers group at the top of the screen.
4. From the search results, you can:
   • Select an employee name to view Employee details.
   • Select an expense to view Transaction details.