Searching for a Petty Cash Request

Before you Start

Sinai Central has a powerful search engine that can find a transaction at many levels. Just like attempting to find a topic on the internet with your favorite search engine, having supporting details about the search will bring you closer to finding the petty cash request in question. This can save you time and effort down the line. An example is the transaction number available on the finance transaction form.

Overview

1. Log into Sinai Central  (instructions are posted here)
2. Navigate to a point where you can search (For example: Finance >Transactions >Search)
3. Enter some information into the Search form to do the search

Using the Search to find a Travel Request

 
Entering more information into the Search form will bring you closer to finding the petty cash request in question.

1. Enter a Keyword. See below for keyword search hints.
2. Click on the drop-down menu to choose a Transaction Type. Choose Petty Cash to begin to narrow your transaction search. Select an option from the Include Hidden Transactions drop-down menu as needed.
3. Click on the drop-down menu to choose a transaction Status.
4. Enter a date or set of dates. Using only one date in the from or to field will constrain your search from a certain time. Using two dates will constrain your search to a certain time period.
5. Click the Search button. Search results will be shown in a summarized table below the search tool.
6. Click on the transaction number for further review. You may need to narrow your constraints further. For tips read the Search Hints box below.

Search Hints:

Use the most specific terms you can: the request number, PO number, employee's name, etc.
Use as few search terms as possible.  If adding a term to the criteria is not likely to 
    narrow down the results, don't add it.
Avoid words that may appear very frequently (even popular vendor names).  The most 
    common and generic terms, such as the, a, of, inc etc., are ignored by the system 
    unless they are part of a phrase.
If you are looking for a phrase, quote the terms. For example: "black pen"
Rely on exact matching where possible.  For example, searching for pen will find 
 one pen, but not many pens.
If you need to use a wildcard, then affix a star after the word: pen* will match 
 pen, pens, pencil, etc.
Transactions can be searched for by number (without the prefix).
Try using complete words if you are having issues with using the search.