Transactions

The Transactions page is where you reconcile company spend in ClearSpend. Each row is one charge — a single payment from a card feed, accounting platform, or uploaded statement. ClearSpend’s goal for every row is the same: connect the charge to its supporting invoice or receipt. When a match exists, the charge is reconciled. When it does not, the row stays open until you attach documentation, request it from the owner, or review an uncertain match. Most day-to-day reconciliation work happens here.

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Transactions and Overview

Two views under Transactions in the sidebar: Use Overview for a quick status check. Use Transactions to work through charges one by one. Vendors can also appear on Subscriptions for renewals. Transactions stays one row per charge so each payment can be reconciled on its own.

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Sync status tabs

On Transactions, tabs above the table filter charges by accounting sync status when Xero is connected: All, Needs Review, Ready to Sync, Sync Error, and Synced. These tabs track progress from reconciled charge in ClearSpend to pushed record in Xero. They are separate from the Evidence and Reconciled columns, which show documentation and match quality. Full details are on Sync to accounting.

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Archived tab

The Archived tab shows charges you have hidden from the main list. Use it when you want to:

• Review charges you archived earlier
• Unarchive selected rows to bring them back
• Keep working on evidence for archived charges without cluttering All

Archive from the bulk toolbar or row menu on other tabs. Charges stay in ClearSpend so a later sync does not recreate them.

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Where to go next