More Filters
To apply advanced options for filtering your transactions, click the More Filters button.
The Advanced Search options will open in a drop down
From here, use a filter by typing in the data in the text box. As you type a filtered list of options will begin to appear. At any point you can select from the dropdown list. You can also select the gear icon to the right of the field to choose from a list of all the potential values.
Note that the % is a wildcard search value.
For example, if you search for the vendor with the value %Air, possible results are American Air or United Air
If you search for a vendor with the value Air% possible results are Air America or Air Alaska
If you search for a vendor with the value %Air%, all the above results are possible.
When you have applied the additional search options, click Search.
Refining the Display
Clicking on a column heading re-sorts the rows by that column. For example, to sort the rows by Document Number, click on the "Document Number" column heading:
You can sort the data by multiple column headings. To sort by multiple columns sort by the first column then hold the shift button as you click on a second column.
Summarize By
The Summarize drop-down allows you to view the data either by the root document number, the root order number or the root summary document number:
Note that when transactions are summarized multiple transactions may be summarized into one transaction line item. This will summarize all dollar amounts for one transaction. Therefore if the commitment obligation accrual and disbursement occurred in 4 separate transactions you will only see one line item with the dollar amounts all summed. Please also note that the data with the most recent data will be displayed for other columns including the processing date and description.