Search for Specific Receipts - Reviewer

The search features allows you to filter the list of receipts within a view to only those which match your criteria. The search is view specific. If you search in Open Tasks, you will only filter for receipts in Open Tasks. The same holds true for In-Process and Archive. Further, you cannot search for receipts not under your authority, nor does it allow you to search for information in SAP or other external applications.

Click the Toggle Filter button – search fields open above the receipt list: 

Search fields include

Document ID – available only for receipts that have been matched with SAP transactions, the document number for the purchase in SAP.

Transaction Date - available only for receipts that have been matched with SAP transactions, the date of the credit card transactions

Sweep Date - Date on which the credit card transaction for the receipt will be/was swept.

Cardholder - the name of the person for whom the receipt was submitted. For cardholders, this will be their name.

Vendor - available only for receipts that have been matched with SAP transactions, the vendor on the expense.

Amount - available only for receipts that have been matched with SAP transactions, the amount of the credit card transactions

Status - the present workflow status of the receipt.

Enter your criteria and click the Search button to the right (or you can simply press Enter) and the system displays all matching receipts in the displayed view. Click Reset to clear the search and restore the unfiltered list of receipts.

Return to PCard Receipt for Reviewers topics page.