Hi!

Getting lost in expenses can be a big problem for accountants, managers, or CFOs. That's no longer an issue when using Payhawk's filter feature. Now you can filter by the following attributes:

  • Employee: shows all expenses of the selected employee
  • Supplier: shows all expenses containing the selected supplier
  • Category: shows all expenses that are tagged with the selected category
  • Expense title: shows all expenses containing the selected value in the expense title
  • Service period: shows all expenses with a service period in the selected time period. This filter is only available for customers using the Bookkeeping module and that have switched the Service period field on.
  • Document date: shows all expenses with a document date in the selected time period
  • Due date: shows all expenses with a due date in the selected time period. This filter is only available for customers using the Bills and invoices management module.
  • Document attachment: shows all expenses with/without an attached document
  • Total Amount: shows all expenses with a specific total amount. The total amount is calculated in the base (accounting) currency of the account.
  • Payment type: shows all expenses from the selected expense type
  • Created date: shows all expenses created in the selected time period
  • VAT in %: shows all expenses with the selected VAT in %. This filter is only available for customers using the Bookkeeping module and that have switched the VAT in % field on.
  • Discount: shows all expenses with a specific discount amount. The discount amount is calculated in the base (accounting) currency of the account. This filter is only available for customers using the Bookkeeping module and that have switched the Discount field on.

Let's look at the steps to get there.

How to filter your expenses:

  • Go to the Expenses tab
  • Press the "+ add filter" button
  • Select your desired filter
  • The view automatically changes depending on the filter that you've chosen

You can also aggregate filters. So feel free to add as many filters as you wish. See the picture below.

Happy filtering!

Need more help? Ping us on Intercom.

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