How to Filter, Search, and Sort Expenses

Overview
Quickly locate specific expenses using filters, search keywords, or column sorting.

Steps

1. Click Filters to show filter controls.

2. Filter by Duration, Start/End Date, Status, Employee, or Category.

3. Use the search box to type part of an item name or vendor.

4. Click any column header (Price, Date) to sort ascending/descending.

Tips

• Combine filters (e.g. date + category) to narrow results precisely.

• Clear filters by clicking the x next to each filter tag.

Troubleshooting / FAQs

• Q: My search returns no results.

  • A: Ensure you haven’t inadvertently set a date range that excludes the expense date.