The Manage expenses screen has a redesigned toolbar and a new Table view experience that consolidates how you switch column layouts, save views, and decide which columns are visible. Nothing about creating, editing, or processing expenses has changed - only how you interact with the table itself.
This article walks through the changes from top to bottom: the new toolbar, the Table view button and its three tabs, the predefined views, and the small quality-of-life additions (pin filtered columns, locked Options column).
Scope and active filters (the strip above the toolbar)
Above the toolbar you'll see a horizontal strip with two parts:
Scope of your work on the left - for example,
All companies | Germany OR Austriaappears as blue chip. Click the Change scope link to open the scope picker and switch which companies and countries of refund are included. Your scope is remembered across sessions, so the table opens with the same scope next time.Active filter chips to the right - every column-level filter you apply (whether from a column header, from the Pin filtered columns toggle, or from a saved view) appears here as purple chip. Each chip shows the column name and the condition (
User contains..., VAT4U ID..., etc.).
Removing filters one at a time
Click the × on a chip to remove that filter completely.
For multi-value filters (e.g.
VAT4U ID — 5 OR conditions), click the chip itself to expand it. You'll see each individual value as its own sub-chip (is 15194482,is 15194481, …) — click the × on any sub-chip to drop just that one value, or click Remove all at the bottom of the popover to clear the whole filter.
Removing all filters at once
Use the red 🚫 Clear filters icon in the toolbar (only visible when at least one filter is active). This clears every chip in one click and is equivalent to clicking Remove all on each chip individually.
What changed in your day-to-day: the chip strip lets you see at a glance what's filtering the table and remove filters surgically. You no longer have to reopen each column's filter dropdown to figure out what's active or to clear a single value - clicking the × on the chip (or on a sub-chip for OR/AND conditions) does it in one click. Changing scope is a different, broader operation: it limits which expenses the table considers at all, while filter chips narrow that scope further by individual column values.
The new toolbar at a glance
The buttons above the table have been split into two clear sections:
Left side - workflow actions:
Start processing,Batch actions,Smart AI. When you open an expense table inside a claim, the claim-specific buttons (Create child claim,Remove from claim,All refunded,All rejected) also appear here.Right side - table tools: a row of icon-only buttons, a
Table viewdropdown, and the page-size selector.
The right-side icons (hover any of them to see the tooltip):
Icon | Action | Notes |
📌 Pushpin | Pin filtered columns | New - see below |
🚫 Filter-off | Clear filters | Only shown when at least one filter is active. Same red destructive styling as before. |
🔄 Reload | Refresh | Reloads the current page of data. |
€ Currency | Currency display | Switch the table between local currency and EUR (see below). |
⬇️ Cloud-download | Export | Same menu as before: Excel, per-CoR, CSV with line items. |
⚙ Table icon | Table view | Opens the new tabbed modal - replaces three buttons (see below). |
What changed in your day-to-day: the buttons you used most (Refresh, Export, Clear filters) are still where you'd expect them, but they are now small icons rather than wide buttons. Hover any icon to see what it does.
The new "Table view" button
The three legacy buttons - My views, Predefined views, and Hidden fields - have been merged into a single Table view button. Clicking it opens one modal with three tabs:
My views - your saved column layouts.
Predefined views - five ready-made column presets.
Visibility & Order - the column visibility + reorder editor (this is the new home of the old "Visibility & Order / Hidden fields" popover).
The button itself also surfaces context inline:
When nothing special is active →
Table view · Default(or whatever your saved view is called).When a predefined preset is active → the button shows the preset name, e.g.
Operations, and turns into a split dropdown with two options:Open Table view - opens the modal.
Switch back to saved view - reverts to your saved layout (or to the canonical default if you have no saved view).
What changed in your day-to-day: you no longer have to remember which of three buttons does what. One button, three tabs, and the button label always tells you what's currently on screen.
Tab 1 - My views
This tab works the same as the old "My views" popover:
The saved-view dropdown and the Delete selected view button now sit side-by-side on one row instead of stacking.
Selecting a saved view loads its columns immediately.
Tab 2 - Predefined views
Predefined views are five built-in column presets designed for common workflows. Applying one updates the visible columns immediately but does not modify your saved view - when you're done, click Switch back to saved view (next to the Table view button) to return.
Preset | Columns | Use it for |
Operations (Default) | 18 | Day-to-day operational view: claimant, vendor, amounts, main statuses. |
Finance | 21 | Amounts in both currencies plus billing / payment statuses. |
VAT Recovery | 19 | Country, VAT flow and claim status fields used by VAT recovery teams. |
Compliance | 22 | Compliance, duplication and data-quality checks. |
OCR / AI Extraction | 53 | SmartAI / OCR extracted fields shown side-by-side with their non-AI counterpart (e.g. Invoice Date | AI Exp. Date, VAT Amount | AI VAT | AI VAT Dev | VAT Amount Match). Use this when verifying extraction quality. |
Clicking Use on a preset applies it. The currently applied preset is highlighted, and its button reads Applied instead of Use.
What changed in your day-to-day: if you used to manually tick/untick the same 20 columns to do compliance or finance review, that's now a one-click preset. Your own saved view stays untouched until you explicitly save over it.
Tab 3 - Visibility & Order (Hidden fields)
This tab replaces the old "Visibility & Order / Hidden fields" popover and is where you decide which columns are visible and in what order. It now has structure: instead of one long flat list, columns are grouped into 11 logical sections - and a Disable columns grouping toggle at the top lets you fall back to the old flat layout when you need to.
Disable columns grouping (toggle at the top of the tab)
Turning this toggle ON replaces the grouped layout with a single flat list -exactly like the old visibility popover - so you can drag columns freely without group boundaries.
This is mainly here for views you saved before the grouping rollout: those views load with the toggle ON automatically so your original column order is preserved.
You can flip it OFF at any time to adopt the new grouped layout; the order you already arranged is reorganised into its canonical groups, and a subsequent Save preference will store the view in grouped form.
The toggle's state is saved with the view, so each saved view remembers whether it's flat or grouped.
Column groups (when grouping is enabled)
System Fields
Company Information
Invoice Details
Amounts
VAT Recovery
Compliance & Quality
AI / OCR Extraction
AI Assistant & Human Review
Optional / ERP Fields
Finance / Billing
Other
What you can do in this tab
Search at the top - narrows the list to columns whose label matches your query, across every group (works in both grouped and flat mode).
Collapse / expand any group by clicking its header. (Grouped mode only.)
Show all / Hide all per group - quickly toggle every column in a group at once. (Grouped mode only.)
Drag a column within its group to reorder it. (In flat mode, drag a column anywhere in the list.)
Drag the group header to reorder entire groups - useful if you always want Amounts before Invoice Details, for example. (Grouped mode only.)
Reset to default, Save preference (overwrites your current saved view), or Save new preference (give it a name and save under that name).
What changed in your day-to-day: the biggest improvement is that toggling a column on no longer drops it to the far right of the table. The column stays in its group's slot, so newly-enabled columns appear where you'd expect them. Reordering is also more structured - drag the group, not 30 individual columns, when you want to rearrange large blocks. If you preferred the old flat experience or your previously-saved view depended on it, the Disable columns grouping toggle keeps it available.
Pin filtered columns (new)
When you've filtered on a few columns that aren't visible together - for example Claimant Name is on the left and User is several columns to the right - click the 📌 pin icon in the toolbar.
The columns that currently have an active filter will be lifted to the front of the table (immediately after the fixed VAT4U ID column) so you can scan the filtered data without horizontal scrolling. A small blue badge on the pin icon shows how many columns are pinned.
Click the pin icon again to unpin and restore the natural column order. The pin state is session-only - it doesn't persist across page reloads.
What changed in your day-to-day: quick way to "bring the columns I'm filtering on into view." Especially useful when columns sit far apart in your default view.
Active preset → "Switch back to saved view"
Previously, applying a predefined view replaced your saved view silently, and you had to manually reapply your saved view to recover. Now:
A preset is overlaid on top of your saved view. Your saved view is not modified.
The Table view button label clearly shows which preset is active.
Use the Switch back to saved view menu item (inside the Table view dropdown when a preset is active) to instantly return to your saved layout.
The moment you start editing the layout manually (toggle a column, drag a column, drag a group, hit Show all/Hide all, Reset to default, or load a different saved view), the preset "detaches" - the button label returns to your saved view name and the Switch back option disappears, because there's nothing to switch back to anymore.
The Options column is always last and always visible
The right-most Options column (the row-action icons) is now:
Always rendered at the far right of the table, regardless of any column reordering, saved view, or predefined preset.
Always visible - it cannot be hidden by unchecking it. In the Hidden fields tab the checkbox for Options is greyed out, and the row shows a 🔒 lock icon instead of a drag handle so it can't be moved either.
What changed in your day-to-day: row actions are always exactly where you expect them to be.
What stayed the same
All workflow buttons (Start processing, Batch actions, Smart AI) - behaviour and styling unchanged.
Saved views are still saved per user; predefined views are global presets and don't overwrite your own.
The Export menu (Excel / per-CoR / CSV with line items) is unchanged - it just lives behind the cloud-download icon now.
Quick reference
I want to… | Where to click |
See what's filtered without scrolling | 📌 Pin filtered columns |
Clear all filters at once | 🚫 Clear filters (only shown when filters are active) |
Reload the current page | 🔄 Refresh |
Switch local ↔ EUR amounts | € icon in toolbar |
Export to Excel / CSV | ⬇️ Export |
Apply a built-in preset (Finance, VAT Recovery, etc.) | Table view → Predefined views |
Choose which columns are visible / reorder them | Table view → Visibility & Order / Hidden fields |
Save the current column layout | Table view → Visibility & Order / Hidden fields → Save preference (or Save new preference) |
Return to my own view after applying a preset | Switch back to saved view in the Table view dropdown |