How To:  Search for Expense Request Transactions

Step 1 – Log in to Expense Requests

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and password
3. Click SU Expense Requests

Step 2 – Search for and Access Transaction

1. Click Search tab in upper left
2. Select transaction system source by choosing Expense Requests or iOU in the Source field (Expense Requests is the default)
3. Enter desired search criteria (see definitions below)

Search Criteria	Notes
Transaction No.	Enter the Expense Requests Transaction Number. To find a historical iOU transaction, set the Source field to "iOU" and enter the iOU Transaction Number.
Payee, Preparer, Approver	Enter any one of the name options (payee, preparer, or approver). The required format is: LName, FName. Click the magnifying glass icon to search for a name. Names are searchable even if the individual no longer works at Stanford.
Status	Select transaction status from the drop down list. A transaction must be previously submitted by the preparer to be found in the search. Statuses of Saved, In Progress, Returned, Rejected or Withdrawn are not available for search. Some statuses listed are from the historical iOU system.
Event Name	Enter the full or partial Event Name. Click on the magnifying glass icon to confirm and select the event. Both domestic and foreign Event Names will appear in the search results. Inactive Event Names will not be included in the search results. Event Names cannot be shared by multiple preparers. Only one Event Name can be selected for the transaction search.
Source	The Source field is used to indicate the source system for the transaction search. Select "Expense Requests" to search for Expense Requests transactions (expense reports, advances, non-PO payments, petty cash replenishment). Select "iOU" to search for historical iOU transactions.
Project and Award	To search by project number (7-digits), including a date range will help limit search results. Including payee or preparer's name also helps limit results. If there is more than one award for the given project, it is recommended to include the award (letters).
From and To Dates	Enter Date From and Date To to search a date range of up to 6 months duration. The date range refers to when the transaction was created. Note:  From and To Dates will be required for some combinations of search criteria.
From and To Amount Range	Enter a From and To Amount Range to limit the search results to a total dollar (USD) amount range. The search results will return a list of transactions within the dollar range.
Advance Clearing Date	Enter an Advance Clearing Date to include Advance request transactions with the clearing date entered.

4. Click Go. Transactions that meet all search criteria will be listed
5. Click Transaction No. to see transaction details
6. Click Copy icon (if available) to start a new transaction with a copy of the selected transaction
7. Click Withdraw icon to remove the transaction from the approval workflow
8. Click Payment Method icon (if available) to display payment details and payment status
9. Click Export to save the transaction list as a text (.txt) file