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Transactions Overview shows how much of your spend has a supporting document and what is still missing, without opening every charge. Open it from the sidebar: Transactions → Overview.

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KPI cards

The header shows Last transaction, the most recent charge ClearSpend processed.

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Reconciliation chart

The Reconciliation donut shows matched vs unmatched charges. Click a segment to open Transactions filtered to that status. For column-level detail, see Understanding transaction rows.

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Missing invoices trend

The Missing invoices chart breaks reconciliation down by month. Use it to spot periods that need follow-up.

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Date filter

Change the period in the header (same presets as the dashboard). All KPIs and charts update together.

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When to use Transactions Overview

For row-by-row reconciliation work, use Transactions.