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
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Navigate to Expenses in the left-hand menu.
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At the top right corner, click Find and Filter to open the extended filter options.
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Select your preferred filters and click Search.
Common Filters for Expenses
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All expenses (default): Shows every expense created.
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Unreported: Shows expenses added by employees that are not yet linked to a report.
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Unsubmitted: Shows expenses already added to a report but not yet submitted.
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Other options: Filter by user, date, expense category, and more.
Filtering Reports
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Navigate to Reports in the left-hand menu.
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At the top right corner, click Find and Filter to open the extended filter options.
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Select your preferred filters and click Search.
Common Filters for Reports
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All reports (default): Shows all created reports.
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My reports: Shows only the reports you created.
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To approve: Shows reports that have been submitted but are not yet fully approved.
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All except closed: Shows reports that are still open or in progress.
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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.