Filter your business expenses

You can view business expenses meeting specific criteria—like spend date, cardholder or category—by applying filters. You can also apply single or multiple filters at once.

Save filter sets that are frequently used so other admins at your business can quickly apply them.

To access the expenses of all the employees at your business, select the Expenses tab in the left side panel. Then, select the All business expenses page within the drop-down.

Above the list of expenses on the page, select the filter icon to apply filters.

In the Apply filters pop-up, select your filters and the desired filter conditions. To add another filter, select the Apply filter button. You can filter expenses by employee, spend date, category, status and more.

Once you’ve added your desired filters, select the Apply filters button.

The list of business expenses will be filtered according to the conditions you applied.

Save frequently used filters by applying the filter. Then, select the bookmark icon.

In the Save filter pop-up, enter a name for the filter set. If you want to share the filter set with other admins, switch the Share filters toggle on.

Select the Save button to proceed.

Once you’ve saved a filter set, the Saved filters button will appear beside the bookmark icon. Select it to view a drop-down list of saved filter sets. Select a filter set to apply it.

To remove applied filters select the Clear all button.

If you need further assistance with filtering business expenses, contact our support team at support@capitalone-fylehq.com.