The Spend page in New Expensify gives you a full list of your reports and related expenses. While the Inbox highlights what needs your attention, the Reports page helps you explore, filter, and export your expense data.

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Report Previews

Report previews are summaries shown directly in your workspace chat in the Inbox. They let you quickly check a report’s status without opening it.

Visibility of Report Previews

• Visible to all members in the workspace chat.
• Only the report creator sees interactive options like Add expense.
• Workspace admins can approve and pay reports.

Preview Details

• Report title and status (e.g., Approved, Paid)
• Up to 10 expense previews with:
  • Date, category, tag
  • Merchant or description
  • Receipt thumbnail
• Carousel navigation
• +X more link if there are over 10 expenses
• Action button: Submit, Approve, Pay, etc., depending on the role

Preview Behavior and Updates

• Updates in real time as expenses are added.
• If a report is deleted, the preview is removed.
• Comments on a report create a Comments section within the preview, and the layout will adjust to include room for the discussion.

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Report Tables

The Report table is the list view inside a report. It works like a built-in spreadsheet for all expenses on that report.

Table structure and fields

Each row represents an expense and includes:

• Merchant name
• Date
• Amount
• Category
• Description
• Tags (if enabled)

Available Actions on the Table

• Click an expense to view or edit it in the right-hand panel
• Edit a cell directly (desktop only): Click a date, merchant, description, category, or amount cell to edit the value inline without opening the expense details. Click outside the cell or press Enter to save.
• Select multiple expenses using checkboxes, then apply bulk actions such as:
  • Move to another report: When you need to have multiple reports or need to break up expenses across multiple weeks or months.
  • Download: For exporting to a CSV file for analysis or to share with your accountant.
  • Hold: Use this when you need to temporarily pause the approval of an expense until all required information is provided.
  • Delete: To remove expenses from the expense report.

Note: The bulk action menu appears after selecting at least one expense.

Moving Expenses Between Reports

1. Select the expenses using checkboxes.
2. Click Move to report from the bulk action menu.
3. In the right-hand panel, select a destination draft report.
4. Expenses are moved, and a system message logs the action.

Adding a New Expense to the Table

• The expense appears in the table.
• Its row is briefly highlighted as new.
• Once added, the Submit button appears in the header (replacing Add expense, which moves to the More menu).

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Filters

Filters help you narrow down expenses or reports so you can find exactly what you need, fast. This is especially useful when you’re working with a large dataset or trying to take specific actions, such as reporting unsubmitted expenses.

Filters can help you:

• Add unreported expenses to a report: Use filters to find unreported expenses, and then add them to a report with just a few clicks.
• Quickly search and locate specific reports using filters
  On the Spend page, filter by:
  • Workspace
  • Submitter
  • Report status (e.g., Open, Approved, Reimbursed)

Available Filters in New Expensify

You can filter your expenses and reports using dropdowns, search bars, and chips.

• Expenses: can be filtered by Date, Merchant, Category, Tag, Amount, Reimbursable, Billable, Status (e.g. Unreported, Deleted)

• Reports: can be filtered by Submitter, Workspace, Report Status (e.g. Draft, Outstanding, Approved, Paid), Date

To view other available filters, click into the search box on the Spend page while viewing Reports or Expenses under Explore.

How Filtering Works

1. Apply filters to view only the results that match your criteria.
2. Once filters are applied:
   • The list updates in real time
   • The Select all option applies only to the filtered results—not everything

You can also combine filters with a keyword search for even more precision. For example, searching “Uber in March” will show only Uber rides from March.

Note: If no filters are applied, the page defaults to showing your most recent unreported expenses.

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Smart Suggestions

Smart suggestions recommend the next best action based on your activity.

Where they appear

• SelfDM: Suggests unreported expenses to add to a report.
• Empty draft reports: Prompts you to add recent unreported expenses.
• Global create/quick actions: Suggests creating a report if you frequently submit grouped expenses

Benefits

If you create a draft report and have unreported expenses in your SelfDM, a prompt may appear to add those expenses quickly. Smart Suggestions also:

• Reduce manual effort
• Encourage on-time reporting
• Help new members take the right actions

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FAQ

Can I export reports from the Spend page?

Yes! You can export filtered reports to CSV using the export option at the top of the Spend page.

Do smart suggestions work on mobile?

Yes, smart suggestions also appear in the mobile Inbox and draft reports.

When do report previews update?

Previews update in real time as expenses are added or removed. Deleted reports are removed from the chat preview.

Can someone comment on a report?

Yes. When someone comments, a Comments section appears in the preview, and the layout adjusts to accommodate the discussion.