How to Use Filter Options for Expenses

Filtering Expenses

The Expenses Overview provides several filters and search options to help you quickly find and review the relevant Topsheets.

Expense Filters

Use the filters on the left to narrow down the displayed expenses:

• For Review – Displays expenses that still need to be reviewed, validated, and sent into the approval workflow.
• My Expenses – Displays expenses associated with the logged-in user.
• All Expenses – Displays all expenses available to the user.
• Expenses by Department – Filters expenses based on the assigned department.
• Expenses by Approver – Filters expenses based on the assigned approver. This option is only available if the corresponding permission is enabled for the user.

You can also use the search bar to quickly find a specific expense.

Filter by Approval Status

Use the status filter to display expenses based on their current approval status:

• Approved & Pending
• Pending
• Approved
• Declined
• Void
• Not in Approval
• All

This makes it easier to focus on expenses at a particular stage of the workflow.

Net & Gross Amounts

On the right side of the Expenses Overview, DPO displays the Net and Gross totals.
These amounts automatically reflect the expenses included in your currently selected filters, giving you a quick overview of the total value of the displayed results.

More Filter Options

Use More Filter Options to refine your results further.

You can filter by:

• Creation Date – Display expenses created within a specific period.
• Payment Status – Filter expenses based on whether they are paid or unpaid.
• Export Status – Filter expenses based on their export status.
• Payment Date – Display expenses based on their recorded payment date.

Enable the “Can Filter Expenses by Approver” Filter

If the Approver filter is not visible, check the user's permissions:

1. Go to Settings → Users.
2. Open the relevant user profile.
3. Select Permissions.
4. Enable the corresponding "Can Filter Expenses by Approver" permission.
5. Save the changes.

The user will then be able to use the Approver filter in the Expenses Overview.

Questions or need help?
Our customer support is always available to help with any questions or setup assistance

Contact us
Email: support@digitalpurchaseorder.com
Support: +1 888 376 7254
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

Or book a personalized support call
We look forward to hearing from you.

Updated on: 21/08/2026