For people with Administrator and/or Expense Manager role
In the Cardlay Expense web application, it is possible for you as an administrator or expense manager to seamlessly navigate through all expenses with the new filter system. You can easily sort expenses by; date, amount, teams, category, and expense type. Mix them together to create the view that works best for you.
- Choose “Expenses” in the side menu
- Once on the expense page, find and click on filter
- The filter menu will appear on the right side of the screen
- Choose the categories and subcategories you want to use, by expanding the drop down menus
You've successfully filtered your expenses. If you encounter any issues or have questions, don't hesitate to reach out to your administrator or support.
Happy filtering!