The advanced search gives you the option to narrow your search for expense specific data. You have the capability to filter and search for specific expenses based on various criteria in the Company Expenses page on the web app.

You can make use of filters in two ways;

  1. Applying Filters.

  2. Applying Sub-Filters.

1. Applying Filters:

To do this, follow the steps below;

Step 1: In the "Organization" view, click on the "Expenses" tab, to view the company expenses.

Company Expenses tab for Admins

Step 2: Click on the Filters option

Filter button for company expenses

Step 3: A box would appear wherein you are required to add in the filters. Add the filters and click on "Apply Filters".

Adding filters to find expenses on Fyle

Note:

  • Add Filter: This button would give you the option to include more filters. The "AND" field will appear, here you have to enter the expense criteria that you are looking out for.

  • Apply Filter: You can click on this button to view the expense data post applying filters.

Step 4: You will be able to see the expenses that match the filters that you have entered after clicking on "Apply Filters".

Applying filters on company expenses

2. Applying sub-filters:

To do this, follow the steps below;

Step 1: In the "Organization" view, click on the "Expenses" tab, to view the company expenses.

Company Expenses tab for Admins

Step 2: Click on the Filters option

Filter button for company expenses

Step 3: Apart from adding filters, you will see an option to add sub-filters as illustrated below.

applying sub-filters

Step 4: Add in the necessary sub-filters and click on "Apply Filters".

The sub-filters works differently when compared to the main filters, the sub-filters gives the finance/admin users the ability to add multiple conditions to the data they are looking for.

With the help of sub-filters, the users will be able to look for expenses on a broader view and expand the search criteria.

In the above image, the user is trying to find the expenses that are satisfying three conditions;

  • State: All the expenses that are in Paid state.

  • Weekend Spend: All the expenses incurred on weekends.

  • Spend Date: All the expenses incurred from Sep 1st, 2020 to Sep 21st, 2020.

Note:

> Sub-filters: It is important to understand that each sub-filter works individually and it would not affect the conditions of the filters that you have included.

> Filters: Each filter influences each other.

Did this answer your question?