Using Advanced Search to filter Personal Expenses
As you continue to submit expenses in Abacus over time, using the Advanced Search feature will help you easily locate any specific expenses you need to find. This feature is accessible in your Abacus account from a web browser, and is a useful tool for filtering through your personal expenses, based on the specific criteria you choose.
One of the most common instances in which you might need to filter through expenses would be if your administrator has denied expenses you've submitted, and you need to edit and re-submit these. In the example below, we'll use the Advanced Search feature to locate a specific denied expense, rather than scrolling through pages of expenses to find it.
From the home screen, select the 'Advanced Search' function in the upper right-hand corner of your browser.
Select this, and you'll see a filter menu appear.
In this filtering menu, you can select the status of the expense you're looking for, as well as enter any details about the expense(s) you're looking for that are most relevant — such as the amount of the expense, or the merchant name.
For this particular example, we'll search for an expense that was denied by an administrator. In the 'Status' section, we'll select 'Denied and Resubmittable.'
Once a filter is selected, the list view of the expenses will update:
If you'd like to enter more specifics about the expense you're looking for, you can filter further. In the example below, two merchant names have been applied, which filters to two specific expenses that contain these merchant names:
Notice that you'll also be able to filter by some common criterion, such as the category of the expense, the amount, and any custom fields your company requires on expenses, such as Client or Project.
You may export a .CSV or .PDF file of any expenses you've submitted, for your own record-keeping. Please note: exporting a report of your expenses does not submit these to your administrator for approval; this is simply an optional way for you keep track of your expenses, outside of Abacus.
To export, you can filter for any expenses you'd like to include, using the filter menu, and applying a date range, if that suits your needs.
Once you've applied all necessary filters, click 'Export' — this will give you the option to export a .CSV file, to use in Excel, or a .PDF file, which will contain any receipt images attached to expenses included in the export.
You can keep any exports you download for your own records!