Hi!

If you frequently search and filter by a particular kind of expense (e.g category, employee, total amount), then saving that filtered view might save you some time.

Once you have filtered your expenses, you are ready to save your view:

Make sure you come up with a relevant name, and then you can save the view:

If you want to create a new view or update the current filtered view, click on Save view. Then, choose whether you want to save the current filter to a new view or update the current one:

To manage your saved filtered views, click on the current view as shown below, and then go to Manage Views:

You will see a window with all your saved views. You can either change their name or delete them:

Need more help? Ping us on Intercom.

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