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How to Filter and Set Custom Views in Expenses

April 24, 2025

Rho's expense management tool enables all members of your organization to track spend, get approvals, and review unexpected or out-of-policy spend. For a high-level overview of the expenses tab and its functionality, please see Understanding the Expenses Tab.

The Expenses view (Expenses > Company) is targeted towards what's most important for you to know, based on your role. If you're an approver, you'll see expenses that require your immediate action. If you disburse, you'll see a list of reimbursements ready to be paid out.

Customizing Your View

The headers at the top of the Expenses tab highlight a summary of categories that may need your attention, summarizing them by Amount. To auto-show this view, click on the filter icon next to the amount.

The default view shows the last 60 days, but you can set a new date range by navigating to Filter > Date.

Dashboard showing company expenses: "Needs Approval" $0.00, "Out-of-Policy" $0.00, "Not Ready" $0.00. No expenses recorded in the last 60 days.

To personalize your view, click Filter on the top header. You will be able to filter by your desired criteria

Search and Filter for Expenses

To help quickly locate specific expenses, leverage the new filter system or simply search for an expense by name.

  • Click on a column name to view options for arranging the dataNote that options vary by column.

  • Note that options vary by column.

  • Click on the filter icon in the navigation bar to see grouping and sorting options

  • You will be able to filter by your desired criteria.

A dropdown menu with options to filter by transaction date, settlement date, users, managers, departments, labels, and transaction type.

  • Search for Expenses by name

Create and Save Custom Table Views

Creating and saving custom table views in the Rho application has been simplified to enhance the user experience. Follow these steps to efficiently create and save your custom views:

  • Navigate to the table you wish to customize.

  • Select which columns you want to display or hide in your custom view.

  • Use the filter options provided to set your desired criteria.

  • Once you've entered your main criteria, you will be able to click on the Save As a New View button

Interface with options: a downward arrow labeled "Export," a cross labeled "Clear," and stacked layers labeled "Save As a New View."

  • A new sidebar will appear where you can add additional filters, name your view, and save it.

  • Your new custom view will be saved and ready to use.

Screenshot of a "Create New View" interface for customizing a table, with options to select columns like Amount, Transaction Date, and Merchant.

Custom Table Views should help to significantly reduce the time and effort required to search for your desired transactions.