Filtering expenses by user or 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.

 

Filtering expenses by group

Would you llike to export only the expenses of employees from one or sereval groups ? The group filter will allow you to quickly display and select their expenses:
 

• Via the Expenses > Team tab, click on Add filter. 

        

• Click on the Group filter.

 

 

• Tick the group(s) you want to select. You can also use the search bar to easily find the concerned group(s).

 

 

• Click on Apply to apply the filter.

Only the expenses of the users from the selected group are displayed. 

 

Filter the expenses by employee

In the same way as before, you can filter expenses by employee:
 

• Via the Expenses > Team tab, click on Add filter. 

        

• Click on the Employee filter.

 

• Tick the employee(s) you want to select. You can also use the search bar to easily find the concerned employee(s).

 

• Click on Apply to apply the filter.

Only the expenses of the selected users are displayed. 

 

Recurring filter

• Head to the Expenses tab
• Press the Add filter button
• Hover your mouse over one of the displayed filter
• Press the star button to favorite the filter
• Press the star button to remove the filter from favorite