11---
2- title : Suggested Search
3- description : Learn how Suggested Search simplifies submitting, approving, paying, and exporting expense reports in New Expensify.
4- keywords : [Suggested Search, Submit, Approve, Pay, Export, New Expensify, To-do, LHN, batch processing, filters, expense report actions]
2+
3+ title : Suggested-Search.md
4+ description : Learn how Suggested Search simplifies submitting, approving, or paying expense reports in New Expensify.
5+ keywords : [Suggested Search, Submit, Approve, Pay, New Expensify, To-do, LHN, batch processing, filters, expense report actions]
6+
57---
68<div id =" new-expensify " markdown =" 1 " >
79
8- 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.
10+ 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.
911
1012---
1113
@@ -14,10 +16,10 @@ Suggested Search helps you quickly take action on expense reports you need to su
1416** Navigation: Left-hand Menu > Reports > Expense Reports > Suggested Search** .
1517
1618Suggested Search surfaces key report actions in your ** Reports** page so you can:
17- - Submit any expenses that are waiting for you to action them.
18- - Approve reports that need your review.
19- - Pay approved reports ready for reimbursement.
20- - Export finalized reports to accounting platforms.
19+ - Submit expenses waiting on you
20+ - Approve reports that need your review
21+ - Pay approved reports ready for reimbursement
22+
2123
2224These shortcuts are personalized based on your role and workspace configuration, helping you process reports in batches without an advanced search.
2325
@@ -31,40 +33,6 @@ Depending on your role, you’ll see shortcuts like:
3133- ** Submit** – Reports you’ve drafted and need to submit.
3234- ** Approve** – Reports awaiting your review.
3335- ** Pay** – Reports ready for reimbursement.
34- - ** Export** – Reports ready for accounting export (e.g., to QuickBooks).
35-
36- ---
37-
38- # Workflow Breakdown
39-
40- Here’s how these actions are usually completed manually and how Suggested Search streamlines them for you.
41-
42- ## Submit
43-
44- 1 . Go to ** Reports > Expense Reports** .
45- 2 . Click the ** Drafts** tab.
46- 3 . Use the ** Filter** to select ` From: yourself ` .
47- 4 . View and submit your draft reports.
48-
49- ## Approve
50-
51- 1 . Go to ** Reports > Expense Reports** .
52- 2 . Click the ** Outstanding** tab.
53- 3 . Use the ** Filter** to select ` To: yourself ` .
54- 4 . View reports that need your approval.
55-
56- ## Pay
57-
58- 1 . Go to ** Reports > Expense Reports** .
59- 2 . Click the ** Approved** tab.
60- 3 . Use the ** Filter** to select ` To: yourself ` .
61- 4 . View approved reports ready for payment.
62-
63- ## Export
64-
65- 1 . Go to ** Reports > Expense Reports** .
66- 2 . In the search bar, enter: ` status:approved,paid,done ` .
67- 3 . View finalized reports eligible for export.
6836
6937---
7038
@@ -86,10 +54,6 @@ Here’s how these actions are usually completed manually and how Suggested Sear
8654- See ** Pay** for reports ready to reimburse.
8755- See a celebratory message (e.g., “All reports paid!”) when cleared.
8856
89- ## Admins (Exports)
90- - See ** Export** for reports eligible for accounting export (e.g., to QuickBooks Online).
91- - Filter uses ` exported:never ` to show only unexported reports.
92-
9357---
9458
9559# Best Practices
@@ -102,7 +66,7 @@ Here’s how these actions are usually completed manually and how Suggested Sear
10266
10367# FAQ
10468
105- ## What if I don't see the Submit, Approve, Pay, or Export options?
69+ ## What if I don't see the Submit, Approve, or Pay options?
10670
10771Suggested searches only appear when:
10872- You have reports that require those actions.
@@ -115,6 +79,6 @@ Not yet. The **Workspace filter** is currently single-select. Multi-workspace su
11579## What is the difference between Explore and To-do?
11680
11781- ** Explore** = General browsing (e.g., Expenses, Chats)
118- - ** To-do** = Personalized actions based on your role (e.g., Submit, Approve, Pay, Export )
82+ - ** To-do** = Personalized actions based on your role (e.g., Submit, Approve, Pay)
11983
12084</div >
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