Saved Views – Extend

Overview

Saved Views let you save the filters and columns you use most when viewing and managing transactions so you can return to the same workflow instantly, without reconfiguring the table every time.

Use Saved Views to quickly switch between common workflows like:

• Transactions missing receipts
• Transactions needing review
• Reconciliation prep
• Spend analysis by vendor, department, or cardholder

How to create a Saved View

1. Go any Card Transactions list.
2. Create a Saved View by setting up the transaction list the way you want, applying:

• Filters. Filter transactions for criteria like Missing receipts, Transaction Status, Card User, Merchant, etc
• Columns. Configure your columns to show or hide columns related to your workflow.

The Views button will automatically update to show that you have an unsaved view.

3. Select Save view from the Views dropdown and enter a unique name for your view and confirm to save. Your view is will be available anytime from the Views dropdown.

How to use a Saved View

1. Open the Views dropdown on the Transactions table.
2. Select the Saved View you want.
3. When you select a Saved View, Extend automatically loads the saved filters and columns for that workflow, so you can get to work immediately.

How to delete a Saved View

1. Open the Views dropdown.
2. Find the Saved View you want to remove.
3. Select the trashcan icon and confirm.

*Note: Deleted views can’t be recovered, so only delete views you no longer need.

At any time, you can open the Views dropdown and select Default View to return to the system default Card Transactions table configuration.

FAQ

• Who can use Saved Views?
  Saved Views are available to users working in the Transactions table. (If your org restricts access to Expenses/Transactions, your role permissions still apply.)

• Do Saved Views include both filters and columns?
  Yes, Saved Views store the filters and column selections you set up in the table.

• Why do I see an “unsaved” state?
  If you change filters or columns after selecting a saved view (or the default view) and don’t save, Extend will show that you’re viewing an unsaved configuration so you know those changes aren’t stored.

• Can I create multiple Saved Views?
  Yes, create as many as you need for different workflows. For example: “Missing receipts”, “Ready to reconcile”, “High-dollar spend”).