How to create and save custom views on the request listing page

Overview

Besides the default view tabs, Spendflo allows requesters to create custom views with saved filters. Here’s how it can be done with just a few clicks: 

Creating and Saving Custom Views

Step 1. Navigate to the ‘Custom View’ tab within the request listing page.

Step 2. Click ‘Views’ and ‘+ Create new private view’ to continue.

Step 3. Create the new custom view name from the pop-up, and click ‘Create view.’

Step 4. To customize the view, add filters as required.

To learn more about request details, click here.