Brex Empower Platform
What do the different expense filters mean?
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 where in the chain of approval they currently stand
Pending your approval: You’re currently up in the review chain. Other users might also 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.
Budget: Filter for expenses that belong to certain budget(s)
Expense owner: Filter for whose expenses to show
Everybody: Show everyone’s expenses for the budgets you are a part of. If you’re an admin this will be everyone’s expenses for every budget.
My organization: Show everyone in your reporting pyramid’s expenses for the budgets you are a part of.
My team: Show only your direct reports’ expenses for the budgets you’re a part of.
My own: Show only your expenses for the budgets you’re a part of.
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.
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 temporarily removing access. Disabled users can be reactivated.
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 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.
Payment status: Filter expenses based on their current status of payment
Processing/Not paid: The expense’s payment is processing.
For card expenses, the payment is pending and hasn’t cleared yet.
For reimbursements, the funds are currently being sent to the employee.
For repayments, the payment 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.
For card expenses, the payment was declined.
For reimbursements, the payment to the employee failed for a certain reason.
For repayments, there was a failure in completing the repayment.
Completed/Paid: The payment has completed or been paid to employees.
Completed is used for card expenses and reimbursements.
Paid is used for repayments.
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 whose refund is in progress.
Government official added: A government official was added as an attendee on the expense
Documentation & reviewer deadlines (Only visible if you’ve set this up)
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 added: The expense currently has a memo, regardless of policy.
No memo: The expense doesn’t currently have a memo, regardless of policy.
Missing memo: The expense policy requires a memo, but none has been added.
Missing receipt: The expense 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 expense policy requires attendees, but none have been added.
Other reasons - The expense policy has flagged this expense due to another policy rule (disallowed merchants or merchant categories, invalid receipt, etc.).
Receipt added: The expense has a receipt, regardless of the expense policy.
No receipt added: The expense doesn’t have a receipt, regardless of the expense policy.
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 settled. View reimbursements by the date that they received final approval.
Purchase date: View reimbursements based on the date the transaction happened (date on the receipt). View card expenses by the date that the card was swiped.
Reimbursement submission date: View reimbursements based on the date that they were submitted. Selecting this filter will only show you reimbursement expenses.
Billed entity: Filter for expenses that belong to a certain billed entity.
Expense category: Filter for expenses that are part of a certain expense category.