Filter journals, receipts, and expenses by person

You can now filter the Journal, Receipts, and Expenses lists by the person behind each receipt or expense, making it easier to review one employee's claims and supporting documents.

What's new#

• The Journal search bar now has a Document owner filter. It covers the person who incurred the expense, uploaded the receipt, submitted the expense claim or payment request, or uploaded the received invoice. Bank transaction entries are included by tracing them to the matched expenses or payables.
• The Journal's advanced filters now include Created by.
• The Journal list shows the document owner under the entry number, plus the creator's name when it's a different person. Entry details show the document owner too.
• You can filter Receipts by document owner: the person who uploaded the receipt, or who incurred the posted expense.
• You can filter Expenses by Used by, matching the Used by column. Expenses without that field use the creator.
• In Receipts and Expenses, the monthly tab counts, amounts, and totals follow the filter.
• Former employees appear in the list marked as former.

How to use it#

1. Open Journal, Receipts, or Expenses under Accounting.
2. Choose a person from the filter in the search bar.