As your list of expenses grows, keeping track of specific entries can become time-consuming. Adam provides smart search and filter features in the Expenses Table to help you locate the exact records you need, fast and accurately.
1. Using the Search Bar
At the top of your Expenses Table, you'll find the Search Bar. Use this to instantly search through your expenses using keywords like:
Title (e.g., “Expense for airtime and internet”)
Vendor name (e.g., “Fast Network”), etc.
Tip: The search is flexible and returns all matches in real time as you type.
2. Filtering by Date
Use the Date Filter to narrow down bills to a specific period. You can choose from preset options like:
Custom Range (manually pick start and end dates)
Year to date
Last half
Half to date
Last quarter
All time, etc.
3. Filter by Status
Open the Status Dropdown: Locate the All statuses filter dropdown situated in the top-right header section of the table (next to the Date and Transaction Type filters).
Select a Status: Click the dropdown to open the menu and choose one of the following filters to display the corresponding transactions:
All statuses: Displays every recorded expense transaction regardless of its state.
Draft: Shows newly created expense entries that have not yet been submitted or approved.
Pending approval: Filters the list to show transactions that are awaiting manager or administrator sign-off.
Rejected: Displays transactions that were reviewed and declined.
The table will automatically refresh in real-time to display only the records matching your selected status.