diff --git a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md index e32a1f7f0452..6770bc5817ab 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md +++ b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md @@ -160,6 +160,30 @@ You can also combine filters with a keyword search for even more precision. For **Note**: If no filters are applied, the page defaults to showing all your unreported expenses. +## How filters are saved for each Spend view + +Every view in the **Spend** sidebar keeps its own filters. This includes the suggested searches, such as **Expenses** and **Reports**, and every saved search. + +- When you apply a filter, switch to another view, and come back, the filters you left in place are still applied. +- Some views start with default filters that define what the view shows. Default filters appear first in the filters bar and have no **x** button, so you can't remove them. +- Filters you add appear after the default filters, and each one has an **x** button to remove it. + +## How to reset filters on a Spend view + +The **Reset** button appears in the filters bar as soon as a view's filters differ from its default filters. + +1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Spend**. +2. Select the view you want to reset. +3. In the filters bar, click **Reset**. + +The view returns to its default filters, and **Reset** disappears until you change the filters again. + + + ## How to export from the Spend page The **Current view** option within the **Export** menu lets you download a CSV of exactly what you're currently seeing on the Spend page—your active filters, column configuration, and ordering are all preserved. The exported file is named `Expensify__.csv`. Once you initiate the export, you can choose to wait for the download to finish or have **Concierge** send it to you once it's ready. @@ -195,6 +219,12 @@ If you create a draft report and have unreported expenses in your SelfDM, a prom ## Can I export reports from the Spend page? Yes! Choose the **Current view** option within the **Export** menu to download a CSV of exactly what you're seeing—your active filters, columns, and ordering are all preserved. You can also use a template-based export for a standard set of columns. Learn more about [exporting from the Spend page](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses). +## Why are my filters still applied when I return to a view? +Each view on the **Spend** page remembers the filters you last used, so you can pick up where you left off. Click **Reset** in the filters bar to return that view to its default filters. + +## Why can't I remove some filters? +Filters that are part of a view's default filters define what that view shows, so they have no **x** button. Click **Reset** to return the view to its default filters. + ## Do smart suggestions work on mobile? Yes, smart suggestions also appear in the mobile Inbox and draft reports. diff --git a/docs/articles/new-expensify/reports-and-expenses/Use-Search-Shortcuts.md b/docs/articles/new-expensify/reports-and-expenses/Use-Search-Shortcuts.md index bbc8cce446a3..89855111b103 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Use-Search-Shortcuts.md +++ b/docs/articles/new-expensify/reports-and-expenses/Use-Search-Shortcuts.md @@ -1,7 +1,7 @@ --- title: Use Search Shortcuts description: Quickly find and take action on expense reports using role-based search shortcuts on the Spend page. -keywords: [New Expensify, search, shortcut, Spend page, expense reports filters, submit, approve, pay, in bulk, multiple reports] +keywords: [New Expensify, search, shortcut, Spend page, expense reports filters, submit, approve, pay, in bulk, multiple reports, reset filters, filters saved per view] internalScope: Audience is all members. Covers using search shortcuts on the Spend page. Does not cover advanced search operators or saved searches. --- @@ -43,9 +43,12 @@ Workspace Admins and Auditors will see additional search shortcuts for reconcili - The selected shortcut opens a filtered list of reports - You can take action directly (submit, approve, or pay) - Results update automatically as reports are processed + - Each shortcut keeps the filters you last applied to it, so they are still there when you come back These shortcuts help you process reports in bulk without manually creating filters. +To return a shortcut to the filters it started with, click **Reset** in the filters bar. [Learn how filters are saved for each Spend view](/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page). + --- # FAQ @@ -60,4 +63,4 @@ Yes. Search shortcuts update in real time as reports are submitted, approved, pa ## Can I customize the search shortcuts? -No. Search shortcuts are automatically generated. To create custom searches, [learn how to use search operators](/articles/new-expensify/reports-and-expenses/Using-search-operators). +Which shortcuts you see is automatic and can't be changed. You can add filters to a shortcut, and that shortcut keeps them until you click **Reset**. To create custom searches, [learn how to use search operators](/articles/new-expensify/reports-and-expenses/Using-search-operators). diff --git a/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md b/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md index 8e2df18d94b1..147296b66649 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md +++ b/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md @@ -47,6 +47,8 @@ Filter reports by type, status, category, or date to find specific information. - **Paid by:** The member who paid the report. On the **Expense Report** type, this sits directly below **Paid status**. On the **Expense** type, it sits directly below **Paid**. 6. Click **View Results** to see the filtered results. +Each view keeps its own filters, so the filters you apply are still there when you switch views and come back. Click **Reset** in the filters bar to return a view to its default filters. [Learn how filters are saved for each Spend view](/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page). +