Skip to main content
Every charge can have an owner. That person is who ClearSpend emails when an invoice is missing.

​
Why it matters

Without an owner, automatic invoice requests cannot go out. With one assigned:
  • Request and reminder emails go to the right person
  • You can filter the list by owner
  • You can see who owns spend at a glance
Assign or fix an owner when no one is set, the wrong person is listed, or a teammate left.

​
Change owner on a charge

  1. In the Owner column, select an owner — or open ⋮ on the row and click Change owner
  2. Search for a teammate, or type an email for someone without a ClearSpend login
  3. Review Similar transactions (see below) and click Apply

​
Similar transactions

When you assign an owner, ClearSpend looks for similar transactions — charges from the same vendor with a matching description fingerprint. Selected rows update together — uncheck any that should keep their current owner.

​
Future charges

After you change the owner on a charge, ClearSpend remembers it for that vendor. If a future charge from the same vendor falls within the 3-day and 5% buffers, ClearSpend assigns it to the same owner automatically instead of the uploader. If it falls outside those buffers, it is not auto-assigned.
This is owner propagation for the specific vendor where you changed the owner. It only applies when the new charge matches those buffers.