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 Expense tile.
The Expenses page will be displayed.
Click on the My Expense Reports tile.
Click on the Filter icon.
In this example search for a report for an in-state conference.
Enter appropriate information into the Description field.
Example shown here: "Conference" in the Description field.
Click the Business Purpose list.
Click the appropriate Business Purpose option.
Example shown here: 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.
Example shown here: Click the Drop-Down arrow under the Actions column.
A menu appears with other options you can choose.
You can also review details of the selection.
Example shown here: Click the Conference link on the row to review.
The full report is displayed.
To return to the Summary page, click the Return arrow in the upper-left side of the screen.
Return to the Home page.
Click the Home button.