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The Transactions page is where you reconcile spend. Each card or accounting charge is one row. ClearSpend links invoices and receipts when it can. You handle the rest.
Transactions list with reconciliation status

The Transactions list: one row per charge with invoice status and reconciliation badges.

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Two views

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How charges appear

Rows come from imported charges — not from uploading an invoice alone. Vendors are grouped on Subscriptions. This list is charge by charge.

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Type and subscription

The Type column shows whether a charge is SaaS or Non-SaaS.
  • SaaS: ClearSpend treats it as software spend and creates a Subscription for that vendor.
  • Non-SaaS: ClearSpend does not create a subscription. The charge stays as one-off or non-software spend.
Non-SaaS amounts are still shown on the transaction row, but they are excluded from KPI cards, charts, and Total spend.

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Invoice column

Reconcile badges and match scores are covered in Matching invoices.

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Guides

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Row shortcuts

Select multiple rows for bulk archive or delete. See Filters, export & archive.

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Match or change vendor

Click the sparkles icon next to the vendor in Product. Pick from suggestions or search. Use this to set a missing vendor or fix a wrong one — including on rows that already have a vendor.

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Line items

On a matched charge, click the arrow next to the transaction date to expand the row and see line items from the linked invoice.