1. Click the Account dropdown button then click the Account
type you wish to search for. Click "All"
if you wish to search all Account
categories. Note that there may not be any Invoice records for a specific set of
Account, Sub-Account, Location, Expense Type, or Vendor selections. It is a good idea to select "All" at first then continue to add more specific selection
criteria.
Click the Sub-Account dropdown button then click to select a
Sub-Account to search. Click "All" if you wish to search all Milwaukee
Public Schools Sub-Accounts.
3. Click the Location (School) dropdown button then click to select
a specific Location (School) to search.
4. Click the Expense category dropdown button then click to select
a specific Expense category to search. Click "All" if you
wish to search for all Expense categories.
5. A specific Vendor may be searched in two ways. First you
may type in a known Vendor name. After typing a minimum of
3 characters, a dropdown display will display a list of all Vendor
names that begin with ther characters you type. You may finish by manually
typing the remaining characters in the Vendor name or by clicking
one of the Vendor names on the list. Second, clicking the
"Browse" link will download the entire Vendor list (this may take
a few seconds). After the Vendor list has been downloaded
you make choose any Vendor from the list by clicking the dropdown
button then clicking to select a Vendor name. Click "All" if you wish to search for all Vendors.
6. Click the Records Per Page dropdown and select how many records
you wish to display on the web page.
7. Click the Year dropdown button then click to select a specific
Year to search. Click "All" if you wish to search for all
Years.
8. You may Sort records by clicking the two Sort
dropdowns and selecting the available sort criteria.
Amounts and Dates are sorted in descending (largest and most recent)
order.
9. Click the Search button near the bottom of the page to start your search.
Additional pages may be viewed by clicking the Prev and Next links below the display table or by clicking a
page number. Repeat the above steps until
the records you desire are displayed. Searches can be expanded
or narrowed based on the selection criteria used.
10. You may export the results of the currently displayed search to an Excel Spreadsheet by clicking the Export to Excel button near the bottom of the page. Follow the instructions to download the results to your PC
for additional offline analysis. This function is not active until a
search of performed. |