Searching and Filtering Time and Expense Entries

Use the case’s Time & Expenses list for one case, My Expenses for your own work, or Expenses for a broader permitted view.

Find an entry

Open the appropriate list and enter a case number, staff name, item, activity, entry information, or notes in the search field supported by that page.
Choose Time & Expenses, Time Only, or Expenses Only where available.
Narrow the review status and payment status separately.
Set the date range and sort the list to find the relevant work.
Open the row to inspect the details and linked records.

Understand dates and scope

The case Time & Expenses date filter uses the entry's work or expense date, not the date someone created the record. A newly submitted entry for last month may therefore be outside this month's filter.

If the entry is missing

Clear search and filters, include both entry types, widen the date range, and check the selected case and workspace. My Expenses is scoped to your entries; an entry submitted for another staff member may appear in the wider list instead. Check subsequent pages. Permissions can limit visibility even when you know an entry exists.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.