Find Expense Codes

The Finder in Juris may be used to search throughout Juris, but will be pre-populated with the appropriate defaults for searching only in ExpenseCodes when the steps below are used.

  1. Select Tables > Expense Codes.

  2. Open the Finder form by using any one of the following options: 

    • From the Tools Menu click Find.

    • Use the keystroke shortcut Ctrl + F.

    Notice that the "Look In" field is pre-populated with the path "Juris\Tables\Expense Codes" and the "Include Subfolders" option is checked.

  3. Optionally, place a check mark beside the Case Sensitive option to narrow the search to only return results when the case used in the search is to be matched.

  4. In the Named text field, type all or a portion of the code or description.  

    NOTE: Other fields on the Expense Code form (like Narrative) are not be searched, and neither is the details on the Expense Schedules or Expense Code Xref spreadsheets.

  5. Click the Find Now button to begin the search.

    Alternatively, you can press the Enter key.

    The results of the search are displayed at the bottom of the form.

  6.  Optionally, double-click on any item listed to open it.
  7. Optionally, select an item in the list and then select Form > Delete to allow deletion of that item, as long as it is not in active use.
  8. Click the New Search button to clear the current search criteria and results so a new search may be performed, if desired.

 

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