Version : Business Enterprise Advanced
Environment : Web Android IOS
Status : User Manager Accountant Administrator
You can easily find a user's expense report using our Advanced search tool.
This tab gives you access in consultation only to all the expense reports authorized by your workflow.
Thus:
- A user will only see their expense reports.
- A manager will only see his expense reports and those of their team.
- An accountant will only see their expense reports and those they verify/ account for.
- An administrator will see all the expense reports of the account (or of their company).
From the Web version:
By clicking on “Display expense reports assigned to employees” and then “Personalize”, you can filter the expense reports of one or more employees, you can also use the ‘Bulk export’ button to export a zip file containing these expense reports in PDF format:
In advanced search, you will have access to all the expense reports authorized by your workflow in consultation only. To modify the information of an expense report, you will have to go to the step in which the expense report is located (approval / verification/ accounting).
Lost an expense report?
We advise you to expand the scope of the filters applied by selecting filters such as the date type "Report creation date" or as a period "Last 12 months"
In the case of a change of company or profile, a blockage can be caused by an expense report opened by the employee. You can choose to display a filter to see them appear and identify the source of the blockage in order to take the necessary actions to proceed with your changes.
A pagination feature has been added to adapt the display to the heaviest searches.
You can also select the display that suits you best to adapt the search to your needs, by selecting a display per 50, 100 or 200 results:
