The advanced search gives you an in-depth view of all the important metrics associated with Payments. You can go one step further and export the information as an Excel or CSV for further analysis or for reporting to your team.
To use the advanced search option:
Select the 'Queue/Processing/History' tab in the left panel under the Payments tab.
Click on the '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 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
BETA VIEW
Try our new look to view the payments page by clicking on TRY BETA
What's new?
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.
Payments/Queue
Payments/Processing
Payment/History Page
You can also export the details in any of the below formats to analyze the expenses based on
