Finding and filtering expenses

Table View turns the claims into one row each with every field as a column. It is the view for questions about a lot of claims at once — what is still unpaid, what one fieldworker has claimed this month, what a job really cost in fuel.

Expenses → Table View

The columns

Column	What it shows
Name	The claim, and a link into it
Date	The day the money was spent
Category	The kind of spend
Amount	What it cost
Description	Whatever detail was added
Group	The group it was filed under
Status	Open, Approved, Reject or Paid
Link to	The job or client it belongs to
User	Whose claim it is
Action	Edit and delete, without opening the claim

The arrows next to Date and Amount sort by them — largest claims first, or oldest first.

User and Status together are the pair to read when you are paying people: filter to one worker, sort by date, and you have what the company owes them.

Searching and filtering

Expenses → Table View

• The search box finds a claim by what was typed on it, and the dropdown beside it narrows what is being searched.
• Show Filtering Options opens the full set of filters above the table.
• Columns Selected decides which columns the table shows — untick what you do not use and the rest get the width.

Item per Page and the arrows underneath the table page through longer lists.

Getting back to one claim

Clicking a claim’s name opens it. Simple View returns you to the list-and-detail layout described in how expenses work.