Creating a Saved Search With Expense Categories
You may want to analyze expenditure across various expense categories. For example, you may want to create a report that shows month on month expenditure on client entertainment. The following procedure explains how to create a saved search based on expense categories.
To create a saved search using expense categories:
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Go to Transactions Overview.
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In Transaction Search select Expense report in the Type field and then select Search.
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On Transaction Results, select Edit this Search to create a Saved search.
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Enter Search Title, Owner, and then select the availability.
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On Criteria subtab, select the filter you want to use from the scroll list. In this case, Expense Category.
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A new window appears that includes more details, for example all expense categories that are set up on your account.
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Select the filter Any of or None of and then choose one category from the list. (You can create new categories in Setup > Accounting > Expense Categories > New.) Save your selection by clicking the Set button.
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Save your search.
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Filtered results are returned.
Searching Transactions Using Expenses
You can search expense reports at Transactions > Employees > Enter Expense Reports > Search. You can choose an expense category as a search criteria or result.
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To add this as a search criteria, select Expense Category in the Type field.
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Click Customize to select Expense Category on the Results subtab.