# Expense filters

Get answers to all of your questions regarding Brex

**URL Source:** https://www.brex.com/support/expense-filters

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## Overview

Below are all the filter options you can use in your dashboard’s _Expenses _or _Wallet _page.  
  
**Note:** Depending on your user type and the Brex products you use, some of these filters may not appear.

## General

- **Amount:** Filter for expenses of a certain amount.
   - Input only a min value for “greater than.”
   - Input only a max value for “less than.”
   - Input both a min and max value to specify a range.
- **Approval: **Filter for expenses based on their current standing in the chain of approval.
   - _Pending your approval_: You’re currently up in the review chain. Other users might be able to approve this expense too.
   - _Pending another approval:_ Other users are in the review chain before you, or you might not be in the review chain at all.
- **Brex travel spend**
   - _Brex travel spend only_: Filter for expenses generated by Brex travel bookings.
   - _Brex travel spend excluded_: Exclude Brex travel booking expenses.
- **Request type: **Filter for expenses that came from a specified request type(s).
- **Spend limit:** Filter for expenses that belong to a certain spend limit(s).
- **Card’s last 4: **Filter for expenses that came from a certain card(s).
- **Department: **Filter for expenses that came from a certain department(s).
- **Expense owner: **Filter for whose expenses to show.
   - _Everybody:_ Show everyone’s expenses for the spend limits you are a part of. If you’re an admin this will be everyone’s expenses for every spend limit.
   - _All my reports:_ Show everyone in your reporting pyramid’s expenses for the spend limits you are a part of.
   - _My reports: _Show only your direct reports’ expenses for the spend limits you’re a part of.
   - _My own: _Show only your expenses for the spend limits you’re a part of.
- **Flagged expense: **Filter for only expenses flagged by Brex’s AI.
- **Merchant category: **Filter for expenses from a certain merchant category(s).
- **Transaction type: **Filter for a certain type of expense.
   - _Card expense_: The expense came from a Brex-issued card.
   - _Reimbursement_: The expense came from a reimbursement request.
   - _Repayment_: The repayment came from either a card or reimbursement request.
   - _Bill: _The expense came from a bill pay request.
- **Trip: **Filter for expenses from a certain trip(s) booked through Brex travel.
- **User: **Filter for expenses from a certain user(s).
- **Vendor:** Filter for expenses from a certain merchant(s) or vendor(s).

## Status

- **Approval status:** Filter expenses based on their current status of approval.
   - _Submitted/Repayment requested_: An expense is submitted for approval, but is currently either waiting on approval or is missing receipt/memos according to the expense policy.
   - _Approved_: An expense is approved and fully compliant with the policy, or has been approved by an admin or a user with the [specific product capability](https://www.brex.com/custom-roles) with an override of the policy requirements.
   - _Canceled_: A reimbursement expense was canceled after being submitted or a card expense was declined at time of card swipe.
   - _Denied / Pending repayment_: A reimbursement or card expense was denied by a reviewer or is pending repayment.
- **Dispute status: **Filter for expenses that underwent a dispute/chargeback.
   - _Closed: _The dispute has been completed.
   - _In progress: _The dispute is currently ongoing.
- **Payment status:** Filter expenses based on their current status of payment.
   - _Processing/Not paid_: The expense’s payment is processing.
      - For card expenses, the card swipe is pending and hasn’t cleared yet.
      - For reimbursements, the funds are currently being sent to the employee.
      - For repayments, collection of funds from the employee is processing and hasn’t completed yet.
   - _Declined/Failed_: The payment for an expense failed. The expense details panel provides the detailed reasons why a payment failed.
      - A card expens’s payment was declined.
      - A reimbursement’s payment to the employee failed for a certain reason.
      - A repayment’s completion failed.
   - _Completed: _The card expense/reimbursement payment has completed.
   - _Paid_: The repayment has been paid to employees.
   - _Chargeback_: A chargeback was initiated for a card expense.
   - _Cash advance_: A cash advance was taken using a card.
   - _Refunded_: A card expense was refunded.
   - _Refunding_: A card expense’s refund is in progress.
   - Awaiting _payment_: Money movement has not yet begun.
      - For reimbursements, the request is either still awaiting approval, or has been approved, but the funds haven’t been sent to the employee yet.
      - For repayments, the request hasn’t been accepted by the employee, or has been accepted, but collection of the employee’s funds hasn’t yet begun.
- **Reimbursement export status:**
   - _Exported_: The reimbursement expense has been exported to ERP.
   - _Not exported_: The reimbursement expense has not been exported to ERP.
- **User status:** Filter for expenses that are tied to a certain type of user.
   - _Active_: The user is currently active.
   - _Deleted_: The user has been deleted. Deleted users cannot be reactivated.
   - _Disabled_: The user who previously had access, but has since had access removed, either because they left the company or an admin or a user with the [specific product capability](https://www.brex.com/custom-roles) temporarily removed access. Disabled users can be reactivated.

## Compliance

- **Approvers**
   - Filter based on the name of the approver.
- **Government attendees**
   - _Government official added_: A government official was added as an attendee on the expense.
- **Documentation status**
   - _Pending: _The expense owner hasn’t provided all the required documentation.
   - _Completed: _The expense owner has provided all the required documentation.
   - _Overdue: _The expense owner hasn’t provided all the required documentation, and is past the company set deadline.
- **Compliance status (Only visible if you’ve set up deadlines)**
   - _Documentation_: Only show expenses that are missing documentation.
   - _Review_: Only show expenses that are still pending review/approval.
   - _Completed_: Only show expenses that have complete documentation, even if still pending review/approval.
- **Memo**
   - _Memo added_: The expense currently has a memo, regardless of policy.
   - _No memo: _The expense doesn’t currently have a memo, regardless of policy.
- **Policy**
   - Filter for expenses based on the associated policy section.
- **Policy flags**
   - _Missing memo_: The policy requires a memo, but none has been added.
   - _Missing receipt_: The policy requires a receipt, but none has been added.
   - _Exceeds per diem_: This expense brought the user over their per diem limit.
   - _Missing attendees_: The policy requires attendees, but none have been added.
   - _Other reasons_ - The policy has flagged this expense due to another policy rule (disallowed merchants or merchant categories, invalid receipt, etc.).
- **Receipt**
   - _Receipt added_: The expense has a receipt, regardless of policy.
   - _No receipt added:_ The expense doesn’t have a receipt, regardless of policy.
- **Require review reason**
   - Filter for expenses that were flagged for review based on a particular reason.

## Date

- _Date assigned to me:_ View expenses by the date that it was assigned to you in the review chain.
- _Posted date:_ View card expenses by the date that the card swipe was settled. View reimbursements by the date that they received final approval.
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- _Reimbursement submission date: _View reimbursements based on the date that they were submitted. Selecting this filter will only show you reimbursement expenses.
- _Transaction date:_ View card expenses based on the date that the expense was authorized/card was swiped. View reimbursements based on the purchase date of the item(s).

## Accounting

- _Billed entity:_ Filter for expenses that belong to a certain billed entity.
- _Cost center:_ Filter for expenses that belong to a certain cost center.
- _Expense category:_ Filter for expenses that are part of a certain expense category.
- _GL account:_ Filter for expenses that belong to a certain GL account.
- _Reimbursement payment method_
   - _Paid on Brex:_ The reimbursement was paid to an employee using Brex’s payment rails.
   - _Paid outside of Brex:_ The reimbursement was paid to an employee outside of Brex (e.g. via payroll).
- _Spending entity:_ Filter for expenses that belong to a certain entity.