The following table outlines the available filters that can be configured for Expense Manager Views. These filters help narrow down visible Expense Reports based on specific criteria, providing more control and relevance to users accessing shared views.
| Field | Definition | Available options | Conditions |
|---|---|---|---|
| Amount Due in Base Curr. | The total amount to be paid to the user in Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Amount Due in User Reimbursable Curr. | The total amount to be paid to the user in User Reimbursable Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Cash Advance in Base Curr. | The total amount of Cash Advance in Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Cash Advance in User Reimbursable Curr. | The total amount of Cash Advance in User Reimbursable Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Creator | The Name (Last Name, First Name) of the User who created the Expense Report. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Creator Active Site | This is the Creator’s Active Site. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Approval Group | The name of the Approval Group to which the Creator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Approval Group Manager | The name of the Approval Group Manager to which the Creator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Functional Group | The name of the Functional Group to which the Creator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Functional Group Manager | The name of the Functional Group Manager to which the Creator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Id | The Id of the Creator of the Expense Report | Equal to, Not equal to | Only the Value1 column will be available. It will be a text field. |
| Creator is Active | The Active status of the Creator. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the SiteList. |
| Creator Master Site | The Creator’s Master Site. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Site List. |
| Creator Resource Group | The name of the Resource Group to which the Creator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Resource Group Manager | The name of the Resource Group Manager to which the Creator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Creator Termination date | The Creator’s Termination date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Calendar values only. |
| End Date | The End Date of the Expense Report. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Calendar values only. |
| Originator | The Name (Last Name, First Name) of the User who originated the Expense Report. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Originator Active Site | The Originator’s Active Site. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Site List. |
| Originator Approval Group | The name of the Approval Group to which the Originator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Originator Approval Group Manager | The name of the Approval Group Manager to which the Originator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Originator Functional Group | The name of the Functional Group to which the Originator of the Expense Report belongs. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Originator Functional Group Manager | The name of the Functional Group Manager to which the Originator of the Expense Report belongs. | In, Not In | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Originator Id | This is the Id of the Originator of the Expense Report | Equal to, Not equal to | Only the Value1 column will be available and it will be a text field. |
| Originator is Active | Originator Active status. | In, Not In | Only the Value1 column will be available and it will be a multi-select combo-box with the following options: Select All, Yes, No |
| Originator Master Site | The Originator’s Master Site. | In, Not In | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Site List. |
| Originator Resource Group | The name of the Resource Group to which the Creator of the Expense Report belongs. | In, Not In | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Originator Resource Group Manager | The name of the Resource Group Manager to which the Creator of the Expense Report belongs. | In, Not In | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Group List. |
| Originator Termination date | The Originator’s Termination date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Calendar values only. |
| Period Status | The Period Status of the Expense Report. | In, Not In | Only the Value1 column will be available and it will be a multi-select combo-box with the following options: Select All, Open, Closed |
| Process Date | This is the date representing the processing status of the Expense Payable Batch in which the Expense Report is included. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Calendar values only. |
| Start Date | This is the Start Date of the Expense Report. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Calendar values only. |
| State Attribute | The attribute associated with the workflow state of the Expense Report. | In, Not In | Only the Value1 column will be available and it will be a multi-select combo-box with all available State Attributes. |
| State Name | The Current Workflow State Name of the Expense Report. | Equal to, Not equal to | Only the Value1 column will be available. It will be a text field. |
| Total R&D in Base Curr. | Total amount of all R&D Expense Entries in Base currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total R&D in User Reimbursable Curr. | Total amount of all R&D Expense Entries in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Amount in Base Curr. | Total Amount reported in the Expense Report (billable and payable amount) in Base currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Amount in User Reimbursable Curr. | Total Amount reported in the Expense Report (billable and payable amount) in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Amount Reimbursed in Base Curr. | Total amount of all Reimbursed Expense Entries in the originator's Master Site currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Amount Reimbursed in User Reimbursable Curr. | Total amount of all Reimbursed Expense Entries in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Billable in Base Curr. | Total amount of all Billable Expense Entries in the originator's Master Site currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Billable in User Reimbursable Curr. | Total amount of all Billable Expense Entries in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Capitalized in Base Curr. | Total amount of all Capitalized Expense Entries in the originator's Master Site currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Capitalized in User Reimbursable Curr. | Total amount of all Capitalized Expense Entries in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Funded in Base Curr. | Total amount of all Funded Expense Entries in the originator's Master Site currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Funded in User Reimbursable Curr. | Total amount of all Funded Expense Entries in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Payable in Base Curr. | Total amount of all Payable Expense Entries in the originator's Master Site currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Payable in User Reimbursable Curr. | Total amount of all Payable Expense Entries in originator's Reimbursable currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Reimbursable in Base Curr. | Total Reimbursable amount of the Expense Report in the originator's Master Site currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Total Reimbursable in User Reimbursable Curr. | Total Reimbursable amount of the Expense Report in the originator's Reimbursable Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled. Numeric values only. |
| Workflow | Workflow associated to the Expense Report. | In, Not In | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Expense Workflow List. |