Looking up approver groups

If you ever need to enter an approver/auditor group for an e-xpense form but don't know the code, follow these steps to look it up from a list of valid groups.

To look up an approver/auditor group

1. From the e-xpense Forms screen, Report Approvals tab or Request Approvals tab, click Group for the appropriate employee/group level.

2. If you need to look up the approver/auditor group, click to the right of the field. The Look Up Approver Group screen appears.

3. Enter one or more search criteria. Your choices are: group ID, description.
   
   Hints: You can enter partial information in a search field, such as A to retrieve all approver groups that begin with the letter A, or %A to retrieve all approver groups that contain the letter A. You can leave all search fields blank to retrieve all of your company's approver/auditor groups.

4. Click Search to retrieve approver group records that match the criteria you entered. The search results appear in the bottom section of the screen, which includes a count of the number of records found.

5. If necessary, scroll to find the approver group record that you are looking for.

6. When you find the approver/auditor group that you are looking for, click Select to the left of the record. The e-xpense Forms screen reappears with the approver/auditor group that you selected added to the field.

Note that at any time while looking up a field, you can click Cancel to cancel your search, close the screen, and return to the previous screen.