Expense filters
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 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.
- Spend limit: Filter for expenses that belong to certain spend limit(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.
- My organization: Show everyone in your reporting pyramid’s expenses for the spend limits you are a part of.
- My team: 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.
- 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.
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 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, 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.
- 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
- 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.
- Processing/Not paid: The expense’s payment is processing.
Compliance
- Attendees
- 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
- 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 flags
- 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
- Receipt added: The expense has a receipt, regardless of policy
- No receipt added: The expense doesn’t have a receipt, regardless of policy
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 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.
Accounting
- 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.