Skip to content

Update Using-Search-on-the-Reports-Page.md #68012

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
bfitzexpensify merged 2 commits into from
Aug 15, 2025
Merged

Update Using-Search-on-the-Reports-Page.md #68012

Changes from all commits
Commits
Show all changes
2 commits
Select commit Hold shift + click to select a range
db85f5e
Update Using-Search-on-the-Reports-Page.md
bfitzexpensify Aug 6, 2025
0f21906
Update Using-Search-on-the-Reports-Page.md
bfitzexpensify Aug 14, 2025
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
12 changes: 10 additions & 2 deletions ...articles/new-expensify/reports-and-expenses/Using-Search-on-the-Reports-Page.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -18,9 +18,12 @@ The **To-do** section surfaces key report actions so you can:
- Submit expenses waiting on you
- Approve reports that need your review
- Pay approved reports ready for reimbursement
- Export finalized reports to accounting platforms

These shortcuts are personalized based on your role and workspace configuration, helping you process reports in batches without manually building advanced searches.

![An image of the Search function on the Reports page on New Expensify]({{site.url}}/assets/images/export.png){:width="100%"}

---

# How to Use Search Shortcuts
Expand All @@ -31,6 +34,7 @@ Depending on your role, you’ll see shortcuts like:
- **Submit** – Reports you’ve drafted and need to submit.
- **Approve** – Reports awaiting your review.
- **Pay** – Reports ready for reimbursement.
- **Export** – Reports ready for accounting export (e.g., to QuickBooks).

---

Expand All @@ -52,6 +56,10 @@ Depending on your role, you’ll see shortcuts like:
- See **Pay** for reports ready to reimburse.
- See a celebratory message (e.g., “All reports paid!”) when cleared.

### Admins (Exports)
- See **Export** for reports eligible for accounting export (e.g., to QuickBooks Online).
- Filter uses `exported:never` to show only unexported reports.

---

# Best Practices
Expand All @@ -64,7 +72,7 @@ Depending on your role, you’ll see shortcuts like:

# FAQ

## What if I don't see the Submit, Approve, or Pay options?
## What if I don't see the Submit, Approve, Pay or Export options?

These search shortcuts only appear when:
- You have reports that require those actions.
Expand All @@ -77,6 +85,6 @@ Not yet. The **Workspace filter** is currently single-select. Multi-workspace su
## What is the difference between Explore and To-do?

- **Explore** = General browsing (e.g., Expenses, Chats)
- **To-do** = Personalized actions based on your role (e.g., Submit, Approve, Pay)
- **To-do** = Personalized actions based on your role (e.g., Submit, Approve, Pay, Export)

</div>
Loading