You can always find your transactions in Acubiz. First, you define what you want to find, and then fill in the search form so you can make the correct filtering.

Content of the article:

• Make a search on expenses
• Get the report sent by email
• Filtering options

Searching for Expenses

Click on the search report icon.

This will open the search form:

Here's a practical example where we’ll look for all the cash expenses you (as an employee) incurred during a specific period. First, choose the type of expense you want to find:

Note: The options available depend on your specific setup in Acubiz and may differ from the example below.

Next, select the date range:

Once you’ve made your selections, simply click on Search at the top of the form, and your search results will be displayed:

There are many options for precise searches. Sometimes, if you set too many filters, it might not return any results. So, just be mindful that your filtering choices don’t exclude what you’re looking for.

Getting the Report via Email

If you'd like to receive the report as an Excel file, you can click on "Email content".

Keep in mind that you will only receive the fields included in your display profile. You can find out how to create a display profile here: Choose your own layout for your search report >>

Filtering Options

Form Type

Search for the exact type you need.

Note: The options available depend on your specific setup in Acubiz and may differ from the example below.

Includes:

• Expenses
• E-transactions
• Mileages
• Allowances
• Expense Reports
• Advances

You can make single or multiple searches by checking the boxes next to the types you want in the results.

Status

• Declined
  Expenses that have been declined by the approver. Found in the employee unprocessed area.
• Current
  Expenses not yet sent to the approver. Found in the employee unprocessed area.
• Reported Ready
  Expenses sent for approval that have not yet been approved.
• Approved
  Expenses that are approved but not settled.
• Settled
  Expenses that are settled and ready for export (e.g., Salary). You can search for multiple statuses at once by checking the boxes in the list.

Expense Type

The options in this list represent the company's accounts and the types of expenses available to employees.

Employee

Options include the created users, depending on the rights of the active user.

Country

Displays expenses related to travel or expenses in the selected country.

Date Range

• From Date:
  To search from a specific date (e.g., from 01-06-2024 to today), just fill in the "from date" field.
• Until Date:
  To search for everything until a specific date (e.g., 01-08-2024), just enter the date in the "until date" field.
• Period Search:
  Enter both start and end dates in the respective fields.
  From Date: 01-06-2024
  To Date: 01-08-2024

Amount Range:

• From Amount:
  If you want to search for amounts starting from 500 DKK and above, just fill in the "from" field.
• To Amount:
  To search for amounts below a certain value (e.g., under 1000 DKK), just enter the amount in the "to" field.
• Interval Search:
  Enter amounts in both fields for a range search.

Currency

This lists the supported and installed currencies. Choose your preferred currency.

Search For

This field allows you to search all text across the filtering options. It’s useful for specific searches, like finding all expenses related to a user comment.

• See also: How to Perform an Advanced Search

Dimension Search

This varies from company to company. You can search for expenses related to a specific dimension.

Note: Extensive filtering may result in no search results being found.

• Se also: Perform an advanced search