Filtering of expenses

You can filter Kompass to only show certain expenses based on your set filters. Go to the "Expenses" page and click the filter icon. 

In the filter list form you can filter by

• Filter Sets: You can create and save filter sets that you can quickly use instead of selecting the values you need each time. For more on filter sets, read here: Extras, Reference, Filter set.
• Suppliers: Kompass provides a list of all existing suppliers. Selection of multiple suppliers is allowed.
• Type: Kompass provides a list of all existing type of expenses. Selection of multiple types is allowed.
• Payment Method: Filters by payment method.
• Status: There are five different statuses you can filter by:
  • Created: expenses created by users
  • Submitted: expenses submitted by users
  • Checked: expenses which have been submitted by users and checked by a financial assistant/ admin.
  • Approved: expenses which have been checked and approved by a manager.
  • Rejected: expenses which have been rejected.
• Start and End: Limits filtered expenses to a certain period.
• Include Users: Provides the option to always include certain users.
• Tags: Filters by tags that might have been used in expense records.
• Search: Search for something specific if you like and then save it to your filter set.

Test your knowledge by completing this quick quiz.