Expense Report Saved Search by Expense Category filtered by Customer/Project

To create an Expense Report Saved Search by Expense Category filtered by Customer/Project, please perform these steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Transaction as the Search Type.

3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:

*Type = Expense Report

*Main Line = F (No)

*Name = Set here the specific customer/project needed

Results tab > Columns sub tab:

Add fields needed to show as search columns including the following:

*Expense Category

*Name

*Date

*Number

*Amount

Available Filters tab:

*Name | Show in Footer = T

4. Save & Run.