How do I find a purchase that isn't showing on my purchase screen?
Your purchase might not show on the default purchase screen because its status is not active. Instead you will need to change your view to 'all purchases'.
In this article:
View active purchases
Most users can only view their own purchases. Only users with the role of 'finance user' have access to the 'select user' drop-down.
The Purchases screen shows 'active' purchases in the table. 'Active' purchases are those with at least one of the following stages still to complete:
- Receipt check
- Approval
- Payment
Top Tip: Hover over the status icons to the right of the purchases displayed to view the purchase status along with more details.
View all purchases
Users can change the view from 'Active' to 'All' purchases by clicking the button next to their name at the top of the 'view purchases' section.
Users can then choose:
- to select the financial year from the dropdown menu
- to do a quick search of the purchases that are displayed
Note: Finance team users, along with other users who have permission to view the search all purchases option, will also be able to search all purchases which provides additional ways to search for purchases and create reports.
To help you better understand the Purchases module, please visit the module overview page here.