Expenses (transactions and reimbursements) filters

Filtering transactions (expenses)

You can filter transactions on the Expenses tab by clicking the filter bubble at the top of the table (see screenshot). From there, select the fields you want to narrow your results. Sometimes you may need to use multiple filters (e.g. cardholder and merchant) to find the transaction you're looking for.

Note: Filters apply to whatever tab you’re viewing (e.g., All, Needs Review, Flagged).

Primary tabs (by role)

All

• Includes: Historical record of every transaction in the instance
• Admins: See all transactions
• Managers: See their own + their team’s
• Employees: No access

Needs review

• Includes: Transactions that require review (not fully approved)
• Admins: See all needing review
• Managers: See their own + their team’s
• Employees: No access

Flagged

• Includes: All flagged transactions, including those already fully approved
• Admins: See all flagged
• Managers: See flagged for their team + themselves
• Employees: No access

Fully approved

• Includes: All fully approved transactions, including flagged
• Admins: See all fully approved
• Managers: See fully approved for their team + themselves
• Employees: No access

Declined

• Includes: All declined transactions
• Admins: See all declined
• Managers: See declined for their team + themselves
• Employees: No access

Saved views

Saved views let you save a customized configuration of the Expenses table — including filters, column order, column visibility, sorting, and grouping — so you can return to it without reconfiguring each time. Saved views appear as tabs at the top of the table alongside the built-in views.

Saved views work the same way on both the Transactions and Reimbursements tables. They are also available on the Accounting tab.

Built-in views

Each table includes built-in views that cannot be edited or deleted:

• Transactions: All, Needs review, Flagged, Fully approved, Declined
• Reimbursements: Overview, Needs review, Pending, For payment, Processing, History

Create a saved view

1. Navigate to the Expenses tab and select either Transactions or Reimbursements .
2. Modify the table by applying filters, changing column order or visibility, adjusting sorting, or setting a group-by option.
3. Select Save as new view at the top of the table.
4. Enter a name for your view and confirm.

The new view appears as a tab alongside the built-in views. It persists your filters, sort order, group-by setting, column order, column visibility, and column size.

Edit a saved view

Select your saved view tab, then make changes to the table configuration. Select Save changes to view to update the saved view with your current settings.

Rename, copy, or delete a saved view

Open the options menu on your saved view tab to access these actions:

• Rename — Change the view name
• Copy — Creates a duplicate named "[View name] (copy)"
• Delete — Permanently removes the saved view

Exporting

• Export current results (including applied filters) to CSV from the Expenses table
• Useful for external analysis or sharing a filtered snapshot