To efficiently manage your expenses, use the filters at the top of the page to define the scope of data you’d like to load. This allows you to quickly focus on the most relevant information for review or export.

For example, if you want to view only expenses with potential cashback between €10 and €100, follow these steps:

1. Click the filter icon.
2. Choose "Greater than" and enter 10.
3. Click +AND, select "Is equal to," and enter 100.
4. Finally, click Apply filter.

Batch Actions: This feature is particularly useful when willing to apply an Action on all filtered lines, as an example searching for specific keywords. In that example, when you search for specific Keywords using OCR the system creates Tags for each search you do. Batch actions → Keywords search with OCR. When done, in your Manage Expense Table, if you’ve created tags, you can filter expenses based on existing Tags to retrieve your expenses including the Keywords searched with OCR. 

Hidden Fields: Click on Hidden Fields to access additional sorting options. These are grouped into categories like System Fields, Company Information, Invoice Details, Invoice Values, VAT Claim Information, Smart Checks, Optional Fields, Finance, and AI/ML Extraction.

Simply check or uncheck the boxes to include or exclude specific parameters in your table view.

To save your preferences, click on Save Preferences to update your current view:

Select Save New Preference to create and name a new custom view for easier access:

You can easily switch between views and choose to display totals in either Euros or your local currency.

For exporting your data filtered in Manage Expense table, click on Export to download your filtered table as an Excel or CSV file. 

Users run exports directly from here, but only if they fall into one of the following categories:

• Home company user of Expert;
• Home company user of Technology only;
• Given explicit permission in the User Permission settings.

If a user is not eligible to export mass data, they'll see the following message:

Once the export is initiated, you'll receive an email notification when your file is ready, usually within 1-15 minutes, depending on the size of the filtered data. You can also monitor the status of the export in the Running Jobs report under the Reports tab:

These filters streamline your workflow, ensuring you’re always working with the most relevant data.