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Introduction

The Business Expenses provides powerful tools for managing expenses at scale. Instead of reviewing each expense one by one, you can select multiple expenses and apply bulk actions, use advanced filters to find specific transactions, and export data for accounting and reporting purposes.

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Selecting Expenses

To perform bulk actions, you first need to select one or more expenses:
  1. Click the checkbox on the left side of each expense row you want to select
  2. To select all visible expenses, click the checkbox in the table header
  3. A toolbar appears at the top of the table showing the number of selected items and the available bulk actions
You can apply filters before selecting to narrow the list. For example, filter by “Pending” status first, then select all to bulk-approve expenses that have already been reviewed.

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Bulk Actions

With one or more expenses selected, the following bulk actions become available in the toolbar:

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Bulk Categorize

Assign the same category to all selected expenses:
  1. Select the expenses you want to categorize
  2. Click Categorize in the bulk action toolbar
  3. Choose a category from the dropdown
  4. Confirm the change
This is useful when you receive a batch of expenses from the same vendor or event that all belong to the same category.

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Bulk Assign Department

Set the department for multiple expenses at once:
  1. Select the target expenses
  2. Click Assign Department in the toolbar
  3. Choose the department from the dropdown
  4. Confirm the assignment

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Bulk Delete

Remove selected expenses permanently:
  1. Select the expenses you want to delete
  2. Click Delete in the toolbar
  3. Confirm the deletion in the dialog
Bulk delete is permanent and cannot be undone. Only delete expenses that were uploaded in error or are confirmed duplicates.

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Searching Expenses

The search bar at the top of the inbox supports the following search criteria: Search results update in real time as you type. You can combine search with filters for even more precise results.

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Filtering Expenses

Use the filter controls above the expense table to narrow the view:

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Status Filter

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Category Filter

Select one or more categories to show only matching expenses. Categories are configured in Settings > Categories.

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Department Filter

Select a department to view expenses allocated to a specific business unit.

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Date Range Filter

Set a start date and end date to show only expenses within a specific time period. Preset options include:
  • This week
  • This month
  • Last month
  • Last quarter
  • Custom range

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Exporting Expenses

Export filtered expense data for use in accounting software or external reporting:
  1. Apply any desired filters to narrow the expense list
  2. Click the Export button in the top-right corner of the inbox
  3. Choose your export format:
    • CSV: Comma-separated values for spreadsheet and accounting software import
    • Excel: Formatted spreadsheet with column headers and data types
  4. The file downloads to your computer
The export includes only the expenses currently visible after filtering. To export all expenses, clear all filters before exporting.

Review Expenses

Step-by-step guide to reviewing individual expenses

Inbox Settings

Configure default categories, auto-approval, and notifications

Categories & Departments

Set up and manage expense categories and departments

Expense Reports

Learn how expenses are grouped into reports for approval