Once you have filtered out the company expenses based on the required expense data, you can persist the applied filters by saving the filtered expense view and quickly access it later on when needed.
This functionality is handy if you frequently search for expenses with a specific set of expense data, such as category, employee, or total amount.
The saved filtered views are personal and are only visible to the user who created them.
Default views for expenses
Depending on employees' roles, the Expenses app provides the following default views for expenses and payments:
All employees can use the My expenses default view to select only the expenses they've submitted, the Owed to you default view to monitor their submitted reimbursements, and the Expenses for purchases default view to list expenses that are linked to purchase orders they've submitted.
In addition to My expenses, Owed to me, and Expenses for purchases, Team managers can access the default My team expenses default view to select the expenses submitted by their teams.
In addition to My expenses, Owed to me, and Expenses for purchases, Payhawk accountants and administrators can use the Company expenses default view and monitor all employee expenses.
Saving filtered views
To save your view and persist the applied filters after you have filtered the expenses as required:
In the Expenses app, click on the Save view button.
In the dialog that opens, enter a name for your view.
Click on Save.
Accessing saved filtered expense views
To access the saved filtered expense views, click on the drop-down menu with the expenses in the Expenses app.
Managing saved filtered expense views
To edit an existing filtered expense view:
Go to the Expense app.
Click on the drop-down menu with the expenses and select Manage views.
To edit a view, in the Manage views dialog that opens, click the Edit icon.
Update its name and click on Save.
Click on Close.
To delete an existing filtered expense view:
In the Manage views dialog that opens, click the Delete icon.
Click on Close.