Accounting Search Shortcuts

The Accounting search shortcuts on the Spend page bring together the expense views you need to reconcile your records and close your books. It helps you identify what’s ready to export, what still needs attention, and what should be matched against statements or bank data.

Workspace Admins can use these shortcuts to validate totals, track liabilities, and ensure your expenses align with accounting records before and after export.

Who can use Accounting search shortcuts

Workspace Admins with:

• Approvals turned on
• Either reimbursements enabled or at least one card feed connected

How to use the Accounting search shortcuts

1. In the navigation tabs (on the left on web, on the bottom on mobile) select Spend.
2. In the Accounting section, choose a search shortcut based on what you need to review.
3. Use filters like Date, Feed, or Posted to refine your view.
4. Review the Total in the footer to understand the amount for that view.

Once you’ve reviewed the expenses, you can export them to a CSV if you need to share or work with the data outside of Expensify. Learn how to export expenses to a CSV.

What each Accounting search shortcut shows you

• Awaiting export: Reports that are approved and ready to be exported to your accounting system.
• Cash accruals: Reimbursable expenses that are not yet approved and may need to be accrued.
• Card accruals: Imported card expenses that are not yet approved and may need to be accrued.
• Card statements: Credit card expenses grouped by statement periods to help you reconcile against your card statement.
• Bank reconciliation: Reimbursed reports and Expensify Card settlement withdrawals to help you match transactions with your bank data.

What happens after you review expenses with Accounting search shortcuts

• You can identify reports that are ready to export to your accounting system.
• You can account for unapproved expenses as accruals before closing a period.
• You can verify imported credit card expense totals against statements and bank data.
• You can ensure your records are complete before and after reconciliation.

FAQ

Why don’t I see all Accounting search shortcuts?

Some search shortcuts only appear when the required features are enabled:

• Cash accruals requires reimbursements
• Card accruals and Card statements require a card feed
• Bank reconciliation requires a validated business bank account.

If a feature isn’t enabled, its shortcut won’t appear.

Can I export expenses from the Accounting search shortcuts?

Yes. You can export expenses from any shortcut to a CSV file if you need to use the data outside of Expensify.

Why does the total change when I apply filters?

The Total reflects only the expenses shown in your current shortcut. Changing filters like Date, Feed, or Posted will update the total based on those results.

Can I filter Card accruals by feed?

Yes. If you have more than one card feed, a Feed filter will appear so you can review one account at a time.