Filtering business expenses enables you to view expenses by adding specific criteria requirements such as spend date or categories. You can add single or multiple filters at once, save filters that are used often and even share them with your colleagues.

Switch to admin view and select Business expenses from the left side panel.

Above the list of expenses, select the funnel icon to open filters.

In the Apply filters modal select your filters and corresponding filter conditions. To add another filter, select the Add filter button.

Once you select the required filters select Apply filters.

The list of business expenses will be filtered according to the set conditions.

You can filter expenses by the specific filters for employees or expense status.

You can save frequent filters by first applying the filter and then selecting the bookmark icon.

In the Save filter modal, type in a name for the filter. If you wish to share the filter with your colleagues, toggle Share filter to on.

Select Save to proceed.

Once you have saved a filter, a Saved filters link will appear beside the bookmark icon. Select it to view a drop-down list of saved filters. Select a filter to apply it.

To remove applied filters select Clear all.

If you need further assistance with filtering business expenses, reach out to our support team at support@capitalone-fylehq.com.