The Expense List can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count of Expenses, based on your selected criteria.
As an example, if you wanted to know how many Expenses are
classified as maintenance, you could select “Repairs/Maintenance” from the Expense Category drop-down list. Click
the “Filter List” button. You will see the total
records label has changed above the list and gives you a total count of all
Expenses classified as maintenance. The list has also changed, and displays
only Expenses classified as maintenance.
To get started, select General Financials > Expenses - from the main menu on the left hand side.
This will display the list of all expenses. To filter the list, click the “Filter List” button.
The Filter List panel
will open above the list…
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Expense can be filtered by:
- Purchased By
- Account Detail Type
- Account (Chart of Accounts)
- Deposit/Bank Account
- Needs Reimbursed
- Is Reimbursed
- Is in the General Ledger
- Is Approved Expense
- Is Refunded
- Expense Category
- Date of Purchase Date Range
- Date of Reimbursement Date Range
- Expense Amount Range
Click the “Filter List” button and the list will display only the
Expenses that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
You can also save your filters, to use again at a later time. After you filter the list, open the filters menu
by clicking the icon in the filter box. When the filter menu opens, choose “Save Filter”. This will bring
up the “Add A New Filter” window. Enter a name for the filter and click the
“Add This Filter” button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose “Load Filter”. A list of saved filters will be displayed.
Click the filter you want to load. The filter will be applied and your list
will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose “Delete Filter”. A list of saved filters will be displayed. Click the
filter you want to delete. The filter will be deleted, the filter box will
close and the list will be reset back to its original state.