The advanced search gives you an in-depth view of all the important metrics associated with Payments. You can go one step further an export the information as a an excel or CSV for further analysis or for reporting to your team.
To use the advanced search option:
Select 'Queue/Processing/History' tab in the left panel under Payments tab.
Click on 'Advanced' option right next to the search box on the top right corner.
Two sets of additional fields will now be available to use as a search criteria i.e. user fields & payment fields
You can select multiple search options to view payments in queue/being processed/history based on the required user and payment fields and click on Search
Try our new look to view the payments page by clicking on TRY BETA
- Users can now choose the order of the columns through Manage columns
- Users can hide/show columns through Manage columns
- Improved performance in rendering data with advance search
You can filter data using expense related fields and user related fields
Expense related fields: You will find all the fields that is concerned with the details of the expense such as Created Date, Amount, Settlement ID.
User related fields: You will find all the fields that is concerned with user/employee details such as Employee name, Department, Level, Title, Location.
You can use multiple filters at one go and view all the relevant information of your choice.
Once the search result is available as per required criteria, you can select one/multiple users and take necessary action on the page you are present.
You can also export the details in any of the below format to analyse the expenses based on