Searching for reviewed documents

You can search for all the reviewed documents and also use this functionality to search for documents that have been reviewed exclusively by you. Click Documents for Review > Search Documents on the Infor Expense Management home page.

  1. Specify this information:
    Tracking Number
    The identification number or the document ID.
    Owner
    The name of the owner whose document you want to review.
    Note: The Tracking Number and the Owner fields are displayed only if the logged on user is assigned to the HTML Auditor role.
    Submit date is between
    The period in which the document is submitted. Select appropriate dates in the From Date and To Date fields.
    Document Has Overrides
    The documents including overrides.
    Tracking#
    The number or document ID.
    Title contains
    The specific content of the document title based on which documents are filtered.
    Activity is one of
    The work flow, for example, ER create. See, Searching for a document by the current activity.
  2. Click Find. You can also use these options:
    Option Description
    New Search To define new search criteria.
    Cancel To exit the search criteria.
    Export To export the data to Microsoft Excel.