Suggested Search

Suggested Search helps you quickly take action on expense reports you need to submit, approve, or pay, all tailored to your role in a workspace.

Suggested Search in New Expensify

Navigation: Left-hand Menu > Reports > Expense Reports > Suggested Search.

Suggested Search surfaces key report actions in your Reports page 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 an advanced search.

How to Use Suggested Search

Suggested Search options appear under the To-do section in the left-hand menu, alongside an Explore section for general browsing.

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.

Member Views and Access

All members

  • Can access Reports, Expenses, and Chats (Inbox tab) from the Explore section.
  • If no reports exist, Suggested Search 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.

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.

FAQ

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

Suggested searches only appear when:

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

Can I use Suggested Search 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)

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