Skip to main content
Files & Documents keeps your workspace files in one place so you can search, download, and confirm the proof behind each charge. Files can come from manual upload, forwarded email, Gmail, Google Drive, Slack, WhatsApp, Xero attachments, and other imports. Each row shows a Source label so you can see where the file came from.
Files and Documents page

Files & Documents: searchable list of invoices, receipts, and statements with download and delete on each row.

​
Sections on this page

Files are grouped into three areas:
  • Invoices & Receipts: bills, receipts, and other proof of purchase
  • Statements: card or bank statements used to create or confirm charges
  • Data Imports: CSV feeds from integrations (for example Plaid or Xero)

​
Table columns

Status is hidden by default. Turn it on with + in the column header. Each row has Download and Delete on the right.
WhatsApp is a proof path only. Send invoices and receipts. Bank or card statements sent on WhatsApp are not turned into charges. Use Upload statement or Plaid for spend.
Use Filters to narrow by type or other attributes. Search accepts document names and vendor names.

​
Bulk actions

Select multiple files to Delete or Reparse. Reparse runs the file through ClearSpend again if it did not match the first time.

​
Bulk export

Click Export all in the top-right to download all files in the current view.