Filters and options in the Expense Detail report
A complete reference of available filters to narrow down expense results.
Jul 11, 2026
Use these filters to narrow the Expense Detail report to exactly the expenses you want to review. Leave any filter blank to include all values in that dimension.
| Filter | What it does | Example use |
|---|---|---|
| From Date | Shows only expenses recorded on or after this date (inclusive). | Start of fiscal period or month. |
| To Date | Shows only expenses recorded on or before this date (inclusive). | End of fiscal period or month. |
| Expense Account | Limits results to selected expense accounts. Multiple selections include all chosen accounts. | Review only Travel, or Meals and Entertainment. |
| Cost Center | Filters by cost center/department if your business uses them. | Show only IT Department or Project A expenses. |
| Contact | Shows expenses related to a specific vendor, employee, or other contact. | Expenses paid to a particular supplier. |
| Amount Range (if available) | Filters to expenses between a minimum and maximum value. | Find unusually large transactions. |
| Description (if available) | Searches transaction descriptions for keywords. | Find all transactions mentioning "travel" or "office." |
Tips for using filters
- Date range is inclusive: "From Jan 1, To Jan 31" includes both January 1 and January 31.
- Multiple accounts or contacts: If your report interface allows, select multiple accounts or contacts to see expenses across all of them in one run.
- Leave blank to include all: An empty filter field means "show me all values in this dimension."
- Case-sensitive search: If you search by description, note whether the search is case-sensitive (check your system's help or try both cases).
- Date format: Use the date picker (calendar icon) to avoid formatting mistakes; manual entry may need MM/DD/YYYY or DD/MM/YYYY format depending on your locale.
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