Shareable Saved Filters

Save and share your search filters with other users in the organisation

Written by Tanvi Telang
Updated over a week ago

If you use certain filters on a regular basis, you can save the filters in order to save the time and effort of selecting the filters the next time. You can save filters on the Company Expenses page.

Navigate to the Company Expenses page by clicking on Expenses from the left side panel.

Firstly, apply the filters you wish to save. Once the filter is applied, click on the bookmark icon on the right-hand side of the list.

In the Save Filter box that appears, type in a name for the filter.

If you wish to share the filter with your colleagues, toggle the Share Filters to Yes.

Click on the Save Filter button to proceed.

Once you have saved a filter, a Saved Filters button will appear beside the bookmark icon. Click on the arrow to view a drop-down menu of saved filters.

You can click on the filter to apply it.

Using the steps mentioned above, you can save frequently used filters and directly apply them going forward without having to select the conditions manually.

To learn more about exporting company expenses, click here.

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