Use Saved Filters to Access Expenses and Transactions that Meet Specific Criteria

Admins and Managers can use our powerful filter tools to drill down to view expenses that meet specific criteria to view, export, and approve in bulk. 

On both the Transactions and Reimbursable Expenses Pages, Managers and Admins can create Saved Filters to return to expenses that meet particular criteria.

Please Note: Saved Filters replaces the legacy Live Reports feature in Abacus. 

Create a Saved Filter

1. Navigate to the type of expenses you would like to create a filter for.

• Click Transactions in your Admin or Manager sidebar if you want to filter corporate card transactions for individuals in your team or organization.
• Click Reimbursable Expenses in your Admin or Manager sidebar if you want to filter submitted out-of-pocket expenses for individuals in your team or organization.

2. Use the filter options to narrow down the available expenses, and click Save Filter. 

3. A popup window appears. Name the current filter, then click Save. 

Access and Use Your Saved Filters

Once you have saved a filter, you can access that saved filter to quickly and easily view, export, or approve expenses that meet specific criteria. 

To access a saved filter again:

1. Navigate to the type of expenses that you previously created a filter for.

• Click Transactions in your Admin or Manager sidebar if you created a filter for corporate card transactions for individuals in your team or organization.
• Click Reimbursable Expenses in your Admin or Manager sidebar if you created a filter for submitted out-of-pocket expenses for individuals in your team or organization.

2. Click Saved Filters. A dropdown appears with the current saved filter options. 

Once you have applied your saved filter, you can Export the list of expenses or transactions, or Approve the expenses or transactions individually or in bulk.