TOE: Using Filters to Locate Transactions

This guide walks through the process of using the new header filters to locate transactions in the Transfer of Expense system.

Oracle Cloud

***NOTE:*** The Transfer of Expense TEST environment is used for this Quick Reference Guide.

Navigate to the Transfer of Expense application.

UC Santa Barbara TEST portal home page with an orange warning banner reading 'OFC-TEST Cloned from OFC-Prod...' at the top. Under the active 'My Team' tab, a prominent yellow circular app icon labeled 'Transfer Of Expense' is displayed as the primary action.

Click here.

UC Santa Barbara TEST portal home page showing the active 'My Team' tab with the circular yellow 'Transfer Of Expense' app icon highlighted as the target action.

Click "Create"

'Transfer Of Expense' dashboard page highlighting the 'Create' button in the upper right corner as the target action.

Next, use the dropdown menu to select the Source FRU.

'New Transfer of Expense' form showing empty 'Requesting FRU' and 'ToE Source' required fields in the Header section, an empty Line items table with a blue plus button, and a Drag and Drop attachments section at the bottom.

In this example, we are using "**ICBT Institute for Collaborative Biotechnologies**".

'New Transfer of Expense' form showing the active 'Requesting FRU' dropdown with matching search results, highlighting '2014001 - ICBT Institute for Collaborative Biotechnology' as the selection target.

Next, select the "ToE Source" dropdown menu.

'New Transfer of Expense' form showing the 'Requesting FRU' field populated, highlighting the 'ToE Source' dropdown as the next active target.

In this example, we are using **"GL"** as the TOE source.

'New Transfer of Expense' form showing the active 'ToE Source' dropdown menu displaying the options 'Project' and 'GL', with GL being selected.

Click here.

A page showing a red-outlined warning message reading 'At least one field is required' beneath the empty 'Source Transaction Filter' fields (Account, Accounting Period, and Fund), indicating the user must populate at least one filter to proceed.

Click "Apr-2026"

A page showing the active 'Accounting Period' dropdown menu under 'Source Transaction Filter', displaying a list of month-year options including 'Jul-2026' and 'Jun-2026' with 'Apr-2026' highlighted as an example selection.

Click here.

A page with 'Apr-2026' populated in the filter, highlighting the blue square '+' button located directly under the 'Line' heading.

Click here.

A 'Search Transaction Number' modal window overlaying the page, highlighting the expand/maximize icon in the top-right corner (indicated by a red arrow) as the target action to view the window in full screen.

Click "Transaction NumberLine NumberSubledger Transaction NumberAmountTransaction SourceJournal Batch NameAccounting DateCode Combination 14235 594-042..."

The 'Search Transaction Number' modal window, highlighting a red arrow pointing right along the horizontal scroll bar at the bottom of the table to indicate scrolling right to view additional columns.

Click "Transaction NumberLine NumberSubledger Transaction NumberAmountTransaction SourceJournal Batch NameAccounting DateCode Combination 14235 594-042..."

The 'Search Transaction Number' modal window scrolled to the right, featuring a red rectangle highlighting the 'Accounting Date' column.

Click "Select (3)"

The 'Search Transaction Number' modal window showing three selected transaction rows highlighted in a red box, with the 'Select (3)' button active above the table to import them.

And that's how you use the new filter headers.

TOE: Using Filters to Locate Transactions

This guide walks through the process of using the new header filters to locate transactions in the Transfer of Expense system.

Oracle Cloud

***NOTE:*** The Transfer of Expense TEST environment is used for this Quick Reference Guide.

Navigate to the Transfer of Expense application.

Click here.

Click "Create"

Next, use the dropdown menu to select the Source FRU.

In this example, we are using "**ICBT Institute for Collaborative Biotechnologies**".

Next, select the "ToE Source" dropdown menu.

In this example, we are using **"GL"** as the TOE source.

Click here.

Click "Apr-2026"

Click here.

Click "Transaction NumberLine NumberSubledger Transaction NumberAmountTransaction SourceJournal Batch NameAccounting DateCode Combination 14235 594-042..."

Click "Select (3)"

And that's how you use the new filter headers.