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How to search for an expense claim
Find paid and unpaid expense claims within the platform.
Video Tutorial:
Steps:
- Navigate to Manage > Expense Claims.
- The default display setting is to show Submitted and Unpaid claims only.
- You can search for an expense claim in two ways using the filter option or scrolling through the list
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Via Filters
- Click on FILTERS.
- Enter the necessary information
- Via List
- Select the Expense Claim No.
- Search for additional expense claims by cycling through the page numbers displayed on the top and bottom right of the screen.
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The Manage Expense Claims screen will display up to 50 records on each page in alphabetical employee order from the oldest to the newest job.
You can also change the Column & Data Sort Order for a more personalized view. To learn more click here.