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Hello, I'm wondering if anyone has any recommendations on filtering Reports Ready for Processing query (when they are Approved & In Accounting Review), so I can see which reports have out of pocket or mileage expenses? Ideally, these would be the first reports I review / post before a cut off for reimbursement. Thank you.
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@marinapagnotta try creating a query on the processor screen with the below conditions. Give it a test and see if it works for you.
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@marinapagnotta try creating a query on the processor screen with the below conditions. Give it a test and see if it works for you.
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Thanks @KevinD , I was able to play around with the query and get it to filter as needed. Really appreciate this tip.
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@marinapagnotta great. Glad I could help.