Search Expenses
ESL Office gives you multiple ways to search for expenses. You must conduct a search before you can hold, split, net to zero, request checks, or run reports.
Types of Expense Searches
1
Basic Search – Lets you search by payee.
2
Advanced Search – Lets you search by a combination of policyholder, payee name, and expense type.
3
Query – Lets you perform a complex search directly on the expense database tables. You can save queries.
4
Recent – Lets you access and re-run your last 25 searches.
5
Favorites – Lets you run saved queries.