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Merge pull request Expensify#63333 from Expensify/bfitzexpensify-patch-10
Update Suggested-Search.md
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---
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title: Suggested Search
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description: Learn how Suggested Search simplifies submitting, approving, paying, and exporting expense reports in New Expensify.
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keywords: [Suggested Search, Submit, Approve, Pay, Export, New Expensify, To-do, LHN, batch processing, filters, expense report actions]
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title: Suggested-Search.md
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description: Learn how Suggested Search simplifies submitting, approving, or paying expense reports in New Expensify.
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keywords: [Suggested Search, Submit, Approve, Pay, New Expensify, To-do, LHN, batch processing, filters, expense report actions]
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<div id="new-expensify" markdown="1">
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Suggested Search helps you quickly take action on expense reports you need to submit, approve, pay, or export, all tailored to your role in a workspace.
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Suggested Search helps you quickly take action on expense reports you need to submit, approve, or pay, all tailored to your role in a workspace.
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**Navigation: Left-hand Menu > Reports > Expense Reports > Suggested Search**.
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Suggested Search surfaces key report actions in your **Reports** page so you can:
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- Submit any expenses that are waiting for you to action them.
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- Approve reports that need your review.
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- Pay approved reports ready for reimbursement.
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- Export finalized reports to accounting platforms.
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- Submit expenses waiting on you
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- Approve reports that need your review
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- Pay approved reports ready for reimbursement
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These shortcuts are personalized based on your role and workspace configuration, helping you process reports in batches without an advanced search.
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- **Submit** – Reports you’ve drafted and need to submit.
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- **Approve** – Reports awaiting your review.
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- **Pay** – Reports ready for reimbursement.
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- **Export** – Reports ready for accounting export (e.g., to QuickBooks).
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---
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# Workflow Breakdown
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Here’s how these actions are usually completed manually and how Suggested Search streamlines them for you.
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## Submit
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1. Go to **Reports > Expense Reports**.
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2. Click the **Drafts** tab.
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3. Use the **Filter** to select `From: yourself`.
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4. View and submit your draft reports.
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## Approve
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1. Go to **Reports > Expense Reports**.
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2. Click the **Outstanding** tab.
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3. Use the **Filter** to select `To: yourself`.
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4. View reports that need your approval.
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## Pay
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1. Go to **Reports > Expense Reports**.
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2. Click the **Approved** tab.
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3. Use the **Filter** to select `To: yourself`.
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4. View approved reports ready for payment.
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## Export
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1. Go to **Reports > Expense Reports**.
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2. In the search bar, enter: `status:approved,paid,done`.
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3. View finalized reports eligible for export.
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- See **Pay** for reports ready to reimburse.
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- See a celebratory message (e.g., “All reports paid!”) when cleared.
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## Admins (Exports)
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- See **Export** for reports eligible for accounting export (e.g., to QuickBooks Online).
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- Filter uses `exported:never` to show only unexported reports.
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# Best Practices
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# FAQ
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## What if I don't see the Submit, Approve, Pay, or Export options?
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## What if I don't see the Submit, Approve, or Pay options?
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Suggested searches only appear when:
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- You have reports that require those actions.
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## What is the difference between Explore and To-do?
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- **Explore** = General browsing (e.g., Expenses, Chats)
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- **To-do** = Personalized actions based on your role (e.g., Submit, Approve, Pay, Export)
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- **To-do** = Personalized actions based on your role (e.g., Submit, Approve, Pay)
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</div>

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