You can quickly and easily filter purchases at your company from the Purchases app by using the built-in views and available filters as per supplier, category, custom field, and more.
Default views for purchases
Depending on employees' roles, the Purchases app provides the following default views:
All employees can use the My purchases default view to select only the purchases they've submitted.
In addition to My purchases, Team managers can access the default My team purchases default view to select the purchases submitted by their teams.
In addition to My purchases, Payhawk accountants and administrators can use the Company purchases default view and monitor all employee purchases.
Filtering purchases
You can utilize and aggregate the available filters to quickly get the information you need about purchases at your company.
In the Payhawk web portal, go to Purchases.
Click on + Add filter.
Select the criteria, enter the required values, if any, and click on Done.
To further refine your search, add other filters by clicking + Add filter and adding the desired criteria in the same way.
