Searching for a document created by the logged-on user

You can search for documents that you have created. Click My Documents > Search Documents on the Infor Expense Management home page.

  1. Specify this information in the search criteria section:
    • Submit Date is between: The date range to list the documents submitted in this time period.
    • Document Has Overrides: Select this check box to list the documents containing overrides.
    • Tracking #: The number or the document ID.
    • Title contains: The title of the document.
    • Activity is one of: The work flow, for example, ER create. See, Document search for Auditors.
  2. Click Find. You can use one of 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.