Search and Export Overview:

The search functionality included in SME and CONSUMER allows users to perform specific searches for transactions related to payments and expenses with the possibility to export the results obtained and also share them by email.

However, between SME and CONSUMER, we can find some differences as the main purpose of each platform differs. The differences will be explained below.

Prerequisites:

Prerequisite	Explanation
Have the appropriate role to search by in SME	Only Directors will be able to see the search options for Movement type, Employee, and Beneficiary. In the case of cardholders, the Expense type will be the only option of transaction type available to them. Common advanced searches for both roles will be: currency, billing model, management status, status, category, files, tags, payment method, VAT, and payment status.
Have the appropriate role to search by in CONSUMER	Only Account Owners will be able to see the search options for Transaction owners. In the case of cardholders, the Expense type will be the only option of transaction type available to them. Cardholders will only have the following advance search available: category, currency, files, and payment status
No Cards search available in CONSUMER search	CONSUMER platform doesn't have the payment method selection to make searches related to these transactions available.

FAQs

Q: Can an employee search by other employees' transactions?

A: No, other employees' transactions can only be consulted by a Director. An employee can only consult their expenses.

Q: Which role do I need to export the search made?

A: All roles have permission to export the search made based on the user profile.

Terms you Need to Know

Word	Definition
Expenses	Only available for SME search, it's related to all transactions uploaded with receipts by employees
Inbound payments	Transfer between accounts made by the company (client)
Outbound payments	External transfers made by the company (client)
Merchant	It's related to the name of a sender or beneficiary for inbound, and outbound payments