You do not need to complete each field to perform a search. You can always view expense reports in Time & ExpenseSM to view the expense information submitted for reimbursement.
1. From the left menu, click the All Expense Reports link to display the Expense Reports page that lists all of the expense reports that you received from your consultants.
2. If you are a field support representative (for example, a CSA) or an expense auditor, use any of the following search features to display information you need:
You do not need to complete each field to perform a search.
|
Field |
Description |
|---|---|
|
Name (Last,First) |
In the Name (Last,First) field, do one of the following: • To find a specific consultant—Type the last name and the first name of a consultant with a comma in-between and no space. For example, Smith,John. • To find several consultants—Type the first letter or letters of the consultants first or last name to display a list of consultants who match your search criteria. |
|
Customer ID |
Type the customer identification for the customer where the consultant works. |
|
Status |
Select the status for the expense report. |
|
Product ID |
Type the identification of the product who hired the consultant. For example, 3 for Communications or 11 for Accounting and Financial. |
|
Job Req # |
Type the job requisition number for which the consultant incurred the expense. |
|
Week Ending |
Select the week-ending date of the week when the consultant submitted his or her expense report. |
3. If you are an authorized viewer or manager, use any of the following search features to display information you need:
You do not need to complete each field to perform a search.
|
Option |
Description |
|---|---|
|
Status |
Select the status for the list of expense reports you want to view. |
|
Name |
In the Name (Last,First) field, do one of the following: • To find a specific consultant—Type the last name and the first name of a consultant with a comma in-between and no space. For example, Smith,John. • To find multiple consultants—Type the first letter or letters of the consultants first or last name to display a list of consultants who match your search criteria. |
|
Week Ending |
Select the week-ending date for the list of expense reports you want to view. |
4. Do one of the following:
|
If |
Then |
|---|---|
|
You are a field support representative (for example, a CSA) |
Click the Search button to display the information you need. When you access the Expense Reports page, your information sorts by week-ending date in descending order and employee name in ascending order. |
|
You are a manager |
Click the Find button to display the information you need. When you access the Expense Reports page, your information sorts by week-ending date in descending order and employee name in ascending order. |
5. Click any of the column heading links to sort the information by the column you selected. An arrow displays to indicate that the column is sorted by ascending or descending order.
6. If you need to display another page of expense reports, click the appropriate [page number] link to display another page of expense reports.
7. Click 
to view the expense report.
8. View the information that displays.
9. Click any of the following:
|
Option |
Description |
|---|---|
|
|
To view the expense item details. You must click |
|
The Previous link |
To display the previous expense report in your list of expenses. The Previous link is not active if no additional expense reports exist. |
|
The Next link |
To display the next expense report in your list of expenses. The Next link is not active if no additional expense reports exist. |
|
The All Expense Reports link in the left menu |
To return to the Search Expense Reports page. |