Using the search function on the reports page helps you quickly take action on reports you need to submit, approve, or pay, all tailored to your role in a workspace.

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Search on the Reports Page

Navigation: In the left-hand menu, select Reports > Expense Reports > To-do.

The To-do section surfaces key report actions so you can:

• Submit expenses waiting on you
• Approve reports that need your review
• Pay approved reports ready for reimbursement

These shortcuts are personalized based on your role and workspace configuration, helping you process reports in batches without manually building advanced searches.

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How to Use Search Shortcuts

Search options appear under the To-do section in the left-hand menu.

Depending on your role, you’ll see shortcuts like:

• Submit – Reports you’ve drafted and need to submit.
• Approve – Reports awaiting your review.
• Pay – Reports ready for reimbursement.

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Member Views and Access

All members

• Can access Reports, Expenses, and Chats (Inbox tab) from the Explore section.
• If no reports exist, the To-do section will prompt you to create one.

Employees (Submitters)

• See Submit when they have unsubmitted reports.
• See a confirmation message (e.g., “All caught up!”) when nothing remains.

Approvers

• See Approve for reports awaiting their review.
• See a message like “Nothing left to review” when done.

Admins (Payments)

• See Pay for reports ready to reimburse.
• See a celebratory message (e.g., “All reports paid!”) when cleared.

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Best Practices

• Start with the To-do section to prioritize daily report actions.
• Save your favorite filters or searches for reuse.
• Use advanced search only when needed for specific cases.

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FAQ

What if I don’t see the Submit, Approve, or Pay options?

These search shortcuts only appear when:

• You have reports that require those actions.
• You have the correct workspace permissions (e.g., Admin, Approver).

Can I use these searches across multiple workspaces?

Not yet. The Workspace filter is currently single-select. Multi-workspace support is planned for a future update.

What is the difference between Explore and To-do?

• Explore = General browsing (e.g., Expenses, Chats)
• To-do = Personalized actions based on your role (e.g., Submit, Approve, Pay)