Approval Filters

To access approval filters, select Filter from the action bar on the My approvals page. These filters make locating your approvals easier and faster, and are also useful in creating specific lists. For example, you can create a list based on transaction date or transaction status.

Available approval filters:

Transaction

• Date

• Amount

• Vendor

• Status

  -Submitted (transactions submitted for approval, waiting on first approver)

  -In progress (waiting on required approval)

Attachments

• Show all

• Show only transactions with attachments

• Exclude transactions with attachments

History

• Date last changed

• Last changed by user

• Date created

• Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.