The advanced search gives you an in-depth view of all the important metrics associated with expenses. You can go one step further an export the information as an excel or CSV for further analysis or for reporting to your team.
To use the advanced search option:
Select 'Expenses' tab in the left panel.
Three sets of search fields will now be available to use as a search criteria.
You can select multiple search options to view expense details based on the required user, expense & custom fields and click on 'Search'
Once the search result is available as per required criteria, you can select one/multiple entries and take the necessary action.
You can also export the details in any of the below format to analyse the expenses based on
- User fields like location, department, level (and/or)
- Expense fields like category, status, policy violation (and/or)
- Custom fields defined for your company like cost-centre, project.