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You can search for an expense report by adding filters in the Finance > Review page. Alternatively you can use Finance > Search to perform a global search.
The Review screen only shows expenses, trips, and invoices with the In review status, while the global search shows all spending for the company, regardless the status.
Finding expenses and invoices with Search
In Finance > Search, you can search for a specific expense, transaction or invoice or for global spending. You can select the company (legal entity) in which the spending occurred.
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Spending is grouped into four tabs. Each tab has specific filters that you can use to narrow down the results shown in the table:
Single expenses: Shows all expense reports, whether they have been paid privately or by a company card. You can search expenses by:
expense ID
country
employee
category
status of the expense: draft, needs revision, ready, in approval, in review, ready for export, rejected, exported, ready for export (company card expense), Exported (company card expense)
payment date
Transactions: search transactions by:
expense ID
company card
export status
status of the transaction: matched, not matched
transaction date
Trip expenses: search trip expenses by:
trip ID
employee
status of the trip: draft, needs revision, ready, in approval, in review, ready for export, rejected, exported, ready for export (company card expense), exported (company card expense)
trip start date
Invoices: perform a global search for invoices by:
invoice number
invoice ID
PO number
supplier name
submitter
current approver
status of the invoice: draft, new, needs revision, in approval, in review, ready for export
Yokoy looks for the keyword in any of these fields. For example, if you enter the string "ale", it tries to find any invoices with this text in the invoice number, supplier name, submitter name, approver name, etc.
✏️ Note
When using Status as a search criterion, the Ready for export status only shows privately paid expenses that have been fully approved and reviewed. The Ready for export (company card expense) status only applies if the expense was paid with your company card.