Filtering expenses by user and by group: a good tip for companies
Filtering by users and groups is particularly suitable for large organisations. This selection tool is very useful for future exports. It allows you to easily select one or more groups (department, legal entity, etc.) for your accounting exports.
- Click on the icon in Expenses > Team:
- Click on the Group dropdown menu to select the desired entity.
The employees attached to the selected group are displayed. You can then select the ones you want:
- Tick the employee(s) concerned.
- Click on the Add Selected Users
Refine the search: multi-group selection
It is possible to filter other groups in order to complete the selection in progress:
- Click on the Group dropdown menu again to select a second entity.
- Tick the desired employee(s).
- Click on the Add Selected Users.
- Once the selection is complete, click on the button:
Only the expenses of the selected employees are displayed in the list.