Filter expense reports

As an admin, you have access to all expense reports once they’re submitted for approval. You can view all of your employees’ expense reports meeting specific criteria—like spend date, employee or amount—by applying filters. You can apply single or multiple filters at once.

You can also save filter sets that are frequently used so other admins at your business can quickly apply them.

To access the reports of all the employees at your business, select the Expense reports tab in the left side panel. Then, select the All business reports page within the drop-down.

Select the type of expense reports you’d like to view—submitted, approved or closed.

If you’d like to filter by status or employee, make your selection in the corresponding drop-downs and select the Apply button.

To apply additional filters—like date created, department or total amount—select the filter icon above the list of reports on the page.

In the Apply filters pop-up, select your filters and the desired filter conditions. To add another filter, select the Add filter button.

Once you’ve added your desired filters, select the Apply filters button.

The list of business expense reports will be filtered according to the conditions you applied.

Saving filters

Save frequently used filters by applying the filter. Then, select the bookmark icon.

In the Save filter pop-up, enter in a name for the filter set. If you want to share the filter set with other admins, switch the Share filters toggle to on.

Select the Save button to proceed.

Once you’ve saved a filter set, a Saved filters button will appear beside the bookmark icon. Select it to view a drop-down list of saved filter sets. Select a filter set to apply it.

To remove applied filters select the Clear all button.

If you have any more questions about filtering expense reports, contact our support team at support@capitalone-fylehq.com.