Admins and managers may use our powerful filter tools to drill down to expenses that meet specific criteria to view, export, and approve them in bulk. On the Transactions and Reimbursements screens, managers and admins may create saved filters to return to expenses that meet particular criteria.
Create a Saved Filter
1. In your Admin or Manager sidebar, navigate to the Transactions or Reimbursements screens, depending on the type of expenses for which you would like to create a filter.
- Transactions: Filter corporate card transactions for individuals in your team or organization.
- Reimbursements: Filter out-of-pocket expenses submitted by individuals in your team or organization.
2. Use the filter options to narrow down the available expenses and click Save Filter.
3. A pop-up window appears. Name the current filter, then click Save.
Access and Use Your Saved Filters
Once you have saved a filter, you can access it to quickly and easily view, export, or approve expenses that meet specific criteria.
1. In your Admin or Manager sidebar, navigate to the Transactions or Reimbursements screens, depending on the type of expenses for which you have created a filter.
- Transactions: Corporate card transactions for individuals in your team or organization.
- Reimbursements: Out-of-pocket expenses submitted by individuals in your team or organization.
2. Click Saved Filters. A dropdown appears with the current saved filter options.
3. Once you have applied your saved filter, you can Export the list of expenses or transactions, or Approve the expenses or transactions individually or in bulk.
Delete a Saved Filter
To delete a saved filter, follow these steps:
- Select the Saved Filters tab.
- In the drop-down list, select the filter you want to delete.
- Select Edit.
In the pop-up window, select Delete.
The filter is permanently removed from your Saved Filters list.