Search for charge code

Charge codes are loaded and updated in Shared Travel Services via the charge code (CC) interface file and the Refresh Interfaces function.

To search for a charge code:

1. Click the Charge Codes button on the Administration Overview diagram (Employee view).

   The Charge Codes screen appears, displaying information about all used and active charge codes in the solution. When there are more than 50 charge codes, you can scroll through those pages or search for a specific page.

   If you hover over a number in the Parent, Child or Group(s) columns, the associated values display. If there are more than 10 values, you need to export the code to view them all.

2. Click Search.

   The Charge Code Search window appears.

3. Use the following field descriptions to define your specific search criteria:

   Field	Description
   Type	A drop-down list that displays all charge code types for your organization.
   Value	If you know part of the code number you are searching for, this is where you would enter it, eg. if you knew the GL code you were looking for started with GL you would enter the characters or digits you knew, ie. GL.
   Description	A free-text field where you can enter key words of the code you are searching for, eg. the word “travel” if you were looking for the GL Travel codes.
   Charge Group(s)	A drop-down list that displays all charge code groups defined for your organization.
   Status	This allows you to define whether you are searching for all codes, or only inactive or active codes.
   Usage	This allows you to define whether you are searching for all codes, or only unused or used codes, ie. if the code has been applied to any card or cash transactions.
   Manager Details	This allows you to search for codes by the name of the person who has been identified as the manager of the code in the charge code (CC) interface file, ie. the manager who has been listed beside this code in the Manager ID column of the charge code interface file.

4. Click Search. Your search results display on the Charge Codes screen.
5. If you have a certain administration right (Admin - Export Charge Code Interface File) you can export charge code information via an Export button on the top of the screen. The exported Excel file is placed in the Outbox folder of the Vault, and it can be imported back into the system in its exported format with or without modifications. To export all the charge codes that meet your search criteria (all those that display on the search results screen), click Export > Export. To export all charge code information available for your company, regardless of search criteria, click Export > Export All.

   Note: The default file type is .xlsx, which supports a maximum of 999,999 rows. Any additional rows will be truncated, and a warning message will appear to confirm the action. You can use search criteria to filter the results and export codes in separate files.