Filters

The filters are common for all the widgets in the Allocation Details dashboard. Filters can be accessed from the Settings option in the widget.

These are the available filter options:

  • Create Date From/To
  • Line-Item Date From/To
  • Submitted Date From/To
  • Activity
  • Employee Number
  • Username
  • Expense Type
  • GL Code
  • Amount
  • Reporting Currency (Mandatory - default is USD)
  • Payment Type
  • Cost Centre
  • Project
  • Segment