Using Find and Filter Options for Expenses and Reports

As an administrator or accountant, you can view all expenses and reports created by users. To get a clearer overview, you can use the Find and Filter options. These allow you to quickly sort and locate the information you need.

Filtering Expenses

1. Navigate to Expenses in the left-hand menu.

2. At the top right corner, click Find and Filter to open the extended filter options.

3. Select your preferred filters and click Search.

Common Filters for Expenses

• All expenses (default): Shows every expense created.

• Unreported: Shows expenses added by employees that are not yet linked to a report.

• Unsubmitted: Shows expenses already added to a report but not yet submitted.

• Other options: Filter by user, date, expense category, and more.

Filtering Reports

1. Navigate to Reports in the left-hand menu.

2. At the top right corner, click Find and Filter to open the extended filter options.

3. Select your preferred filters and click Search.

Common Filters for Reports

• All reports (default): Shows all created reports.

• My reports: Shows only the reports you created.

• To approve: Shows reports that have been submitted but are not yet fully approved.

• All except closed: Shows reports that are still open or in progress.

• Other options: Just like with expenses, you can filter reports by user, date, category, and more.
  

Tip: Filters are flexible — combine multiple criteria (such as status, user, and date) to quickly narrow down to exactly the expenses or reports you want to review.