Search for Expenditure Records in Invoices that are Approved and Ready to be Finalized

Use the Invoices Approved and Ready to be Finalized submodule to search for expenditure records in invoices that are approved and ready to be finalized.

To use Invoices Approved and Ready to be Finalized, you must have access to Tasks as defined in User Access Rights under Settings.

To search for an expenditure record in an invoice that is approved and ready to be finalized:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Invoices Approved and Ready to be Finalized.
  3. Highlight the invoice that is approved and ready to be finalized of the expenditure record that you are looking for.
  4. Click Show Expenditure Amounts .
  5. On the toolbar of the bottom grid, use the Search field to enter a keyword associated with the expenditure record.
    Note: This field is available on all tabs except on the Invoice Overview tab.