How to Use Filters and Columns in the Expenses Module

Filters and column configurations provide easy and flexible access to the information you need at a glance.

Using Filters

You can filter by: 

• Status - The transaction status.
• Org Unit - The org unit assigned to the transaction.
• Owner - The transaction owner.
• Payee - The transaction payee. This filter is only available in the Reports tab.

Customizing Columns

The following columns are available:

Receipts tab

• Status -  The receipt status.
• Ref # - The receipt number.
• Org Unit - The org unit coded to the receipt.
• Merchant - The business on the receipt, such as a restaurant or hotel.
• Category - The receipt's category, such as Fuel, Meals, etc
• Owner - The receipt owner.
• Date - The receipt created date.
• Description - The receipt description.
• Total- The receipt total.

Reports tab

• Status -  The receipt status.
• Ref # - The receipt number.
• Legal Entity - The legal entity coded to the report.
• Payee - The transaction payee
• Owner - The report owner
• Created - The date the report was created.
• Submitted - The date the report was submitted to the invoice module.
• Description - The report description.
• Total - The report total.