When opening a new page of information in the UGA Financial Management System, a search page is displayed. The values that you enter there will determine what data from the database is used to populate the fields on that page when it is opened.
The search pages provide a place to determine the information that is populated on a page when you view it.
In this article, you will learn to limit which expense reports are retrieved for review.
First, log into the Financial Management System
Click the My Expense Reports tile.
On Fluid pages, filters are provided to limit search results.
In this example search for a report for an in-state conference.
Enter appropriate information into the Description field.
Exmple shown here: " Conference "In the Description field
Click the Business Purpose list.
Click the appropriate Business Purpose option.
Click the In-State Travel list item.
Click the Done button.
The reports that match the criteria are listed. You can explore other options with each.
A menu appears with other options you can choose.
You can also review details of the selection.
Click the Travel for Conference link on the row to review .
The full report is displayed.
Return to the Summary page.
Return to the Home page.
Click the Home button.