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'expenses - save the filter options submitted for that session' has been merged into this idea

For small businesses: Business features

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Expenses | Navigation - Hold filters when processing expense claims

Currently, when filtering expenses by name, the settings reset to default each time an expense is opened and closed.

Please update it so that the filter settings remain active, eliminating the need to reapply them for each expense viewed.

Also, please add a date filter setting

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Kelly Mansell shared this idea  ·   ·  Report…  ·  Admin →
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  • Eleisha Strang commented  ·   ·  Report

    I couldn't agree more......The current system is extremely frustrating and inefficient.

  • Vicky Allsop commented  ·   ·  Report

    When you've filtered to view a certain set of submitted expenses, if you click on one to review & approve, when you go back to the main page you're back to square one. Often I want to view and approve submissions in the filtered groupings to ensure there are no duplicates or the same journey is being marked the same distance etc, but can't do this without resetting the filters each time. Annoying as our CRM system saves your filter search option each time until you sign out, which is a really useful web feature that I would recommend Xero adopt - would make approval a lot quicker and easier, and avoids having to have admin change settings internally for each individual manager (and new managers or new staff being set to be seen by particular managers etc.)