On the Your team’s expenses page, all expenses you’re assigned as an approver for are listed. You may be assigned as an approver to a specific employee or for a project.
You can view and edit your team’s expenses, apply filters and export expenses on this page.
Select the Expenses tab in the left side panel. Then, select the Your team’s expenses page from the drop-down.
Expenses and total amount
Near the top of the page, you’ll see the total number of expenses and total amount of the expenses for your team.
Search
If you’re looking for a specific expense, you can search for it. Select the Search icon near the top left of the list on the page. In the search bar, you can search by various expense details—like expense ID, employee name or amount.
Manage columns
You can also manage which expense details are displayed in the list on the page. Select the Manage columns icon on the right of the list.
In the Manage columns pop-up, use the checkboxes to determine which expense details are visible in the list on the page. On the right, you can drag the selected columns to determine the order of the columns in the list.
Select the Apply columns button to save the changes.
The columns in the list will be arranged per your selections. To revert to the tool’s default columns, you can select the Restore default selection button at any time.
Filters
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 expenses will be filtered according to the conditions you’ve applied.
To remove applied filters select the Clear all button.
If you need further assistance with team expenses, contact our support team at support@capitalone-fylehq.com.