Expense Module - Custom Filters

Modified on Mon, 13 Jun 2022 at 09:56 AM

You have the ability to set filters to search for specific receipts and reports.


  • Filters can be set based on Status, Organizational Unit and Owner.

  • If you update the default filters the change happens across all the statuses.

  • The filter needs to be updated separately for receipts and reports.

  • Some filters may only be available to an expense administrator and not an expense creator.


STEP 1: Select filter(s) from the receipt or report list view

You have the option to select multiple filters and multiple options within a given filter.

Below is an example of a single filter option being selected.

Below is an example where one option for each of the three filters have been selected.

Below is an example where two filters have been selected.

Please note, the system will automatically save your selection.

STEP 2: Clear filters (optional)

You can clear the filters either by clicking on the 'x' sign on the filter or by clicking on 'Clear all' option.

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