How does the to-do tab, all tab & the filters work?

Navigate in the menu on the left side to process expenses / process invoices. Here, you will see two boxes at the top left of the screen labeled To-do & All.

To-do

Under the To-do box, all expenses / invoices that are waiting for an action from you will be listed.

Approver: As an approver, you will see the expenses / invoices under To-do that are awaiting your approval.

Finance & Admin: As a finance user, you will see rejected, incomplete and approved expenses / invoices. Approved expenses / invoices can be booked into the accounting package, and rejected or incomplete expenses / invoices can be further processed or archived.

Since v5.3, the To-do list only shows what actually needs action from you. The following no longer appears: expenses already in a report still going through the approval flow, expenses you have already submitted, and archived invoices. The filter and the badge count use the same definition, so the badge always matches what you see in the list.

Note: If you cannot see your To-Do's, but a number is shown, please check if you have any active filters applied

All

Note: All expenses / invoices are visible only to users with a Finance or Admin role

Under the All box, every expense / invoice submitted via Doxis SpendControl will be listed. Here, expenses / invoices from all users are collected, regardless of the status of the expense / invoice. In the All box, old expenses / invoices can be easily retrieved.

The filter function

To facilitate the search or grouping of expenses / invoices, Doxis SpendControl has a filter function.

When searching for specific documents within the To-Do or All fields, you can use the filter function at the top right of the screen.
By using this function, documents can be filtered based on various dimensions. Commonly used filters include: Name, description, supplier, date, status, booking status, and current approver.

Tip: It is also possible to use multiple filters simultaneously for a detailed search

Going straight to the next item

New in v5.3: from your to-do list in My expenses, you can turn on a switch to go straight to the next expense in the list after handling one. The badge count updates once the list is empty. The same switch also works when booking invoices.

Updated on: 04/09/2026

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