Available Advanced Filters for Reimbursable Expenses
In Abacus, you can use Advanced Filters on the Reimbursable Expenses & Transactions page to refine your expense data for the purpose of reporting or searching for expenses.
On the Reimbursable Expense page, click Advanced Filters.
| AVAILABLE ADVANCED FILTERS | |
| State | Filter by the approval state of expenses (Unapproved, Approved, et al.) |
| Auto Approval | Filter expenses that have been automatically approved by approval rules |
| Expense Date | Filter expenses by the transaction date on your corporate card bank statement |
| Submission Date | Filter Transactions by the date of submission for approval in Abacus |
| All users | Filter expenses by specific or multiple users |
| All Categories | Filter expenses by specific or multiple categories |
| Transaction Status | Filter by Pending, Posted or Skipped transactions |
| Amount | Filter expenses by the total amount of a specific expense |
| Billable | Filter expenses based on whether they are billable (True/False) |
| Resubmitted | Filter transactions that were sent back to the submitter and then resubmitted by the submitter |
| Current Reviewer | Filter by the current reviewer of an expense in the approval flow |
| International | Filter expenses that were submitted in International Mode. This filter is only for organizations that utilize International Mode. |
| Manager | Filter expenses by an expense submitter's Manager approver |
| Merchant | Filter expenses by a specific Merchant |
| Payment Status | Filter Reimbursable expenses by Paid or Processing status |
| Receipt | Filter expenses based on whether they have a receipt attached |
| Trip | Filter expenses based on a specific Trip |
| Warnings | Filter expenses based on whether there is a warning flag associated |
| Statement Date | Filter Transactions by the statement date on your corporate card bank statement. This filter is only for organizations that utilize a Corporate tier (SFTP) card program. |
| Posted Date | Filter Transactions by the Posted date on your corporate card bank statement |
| Approved Date | Filter expenses by the date that they were approved in Abacus |
| Card Programs | Filter Transactions available under a specific card program |
If your organiztion uses custom fields to track expenses, you also have the ability to Filter expenses based on your Team Fields & Expense Fields.
If you plan on using a series of Advanced Filters on a regular basis, you can also save your Advanced filter settings in Abacus.