The My expenses page has a list of all created business expenses. You can filter them to view a certain type of expenses, e.g., expenses labeled with a certain status.
Select My expenses from the left-side panel to view your expenses.
There are 2 sections on the My expenses page:
Unreported: Expenses that have not been added to an expense report. The status for these is either Incomplete or Complete.
All Expenses: All expenses that have been created. These include expenses of all statuses, including expenses added to expense reports.
Both sections have various filters that can be applied to the expenses.
To view and edit expenses, select one to open the expense form.
Filters
You can filter expenses by expense status, policy violation and transaction date. A search bar will open upon selecting the search icon. Enter expense details you'd like to filter by, such as amount, date, or merchant.
To view more filters, select the funnel icon.
You can apply multiple filters at once. Select Add filter to add a new filter condition.
Once all filters are added, select Apply filters to finish.
The list will be rearranged based on your saved preferences.
To remove any filters, select Clear all.
Manage columns
The columns that display expense details can be customized to display details in the order best suited to your requirements.
Select the Manage columns icon towards the right of column headers.
In the pop-up box, select the required columns using checkboxes.
On the right side, drag the columns to adjust their order.
Select Apply columns to finish.
The list will be rearranged as per your saved preferences.
If you have any more questions about the My expense page, reach out to our support team at support@capitalone-fylehq.com.