Why don't I see spend after I upload invoices?
Why don't I see spend after I upload invoices?
Invoices and receipts are proof. They do not create charges or change Home totals.Spend comes from Plaid, Xero with Xero → ClearSpend, or a statement upload (PDF or CSV). Then ClearSpend matches each charge to its file.See How data enters ClearSpend.
Why don't I see all my subscriptions yet?
Why don't I see all my subscriptions yet?
Subscriptions are built from charges, not from invoices alone. After Plaid, Xero → ClearSpend, or a statement brings spend in, ClearSpend groups recurring vendors.Gmail, Drive, Slack, WhatsApp, and invoice uploads add proof. They do not add subscriptions on their own.If a vendor is still missing after charges land, check Transactions or upload a statement that includes that charge.
What is the difference between Xero → ClearSpend and ClearSpend → Xero?
What is the difference between Xero → ClearSpend and ClearSpend → Xero?
Xero → ClearSpend imports bank and card charges from Xero onto Transactions. You do not need charges in ClearSpend first.ClearSpend → Xero sends reviewed charges back to Xero. It does not import spend. You need charges already in ClearSpend, then click Sync to Xero. Push is never automatic.See Xero.
What is a transaction bucket?
What is a transaction bucket?
A bucket groups charges, usually one per bank or card account. Every workspace starts with All Transactions.Each Xero bank account can link to only one bucket. Create a bucket for each account before you connect. See Managing buckets.
Does WhatsApp create charges?
Does WhatsApp create charges?
No. WhatsApp is proof only. Send invoices or receipts as attachments. Files land in Files & Documents and ClearSpend tries to match them to existing charges.Statements sent on WhatsApp are not turned into transactions. Use Upload statement, Plaid, or Xero → ClearSpend for that.
What is the difference between "Spend" and "Others" on Home?
What is the difference between "Spend" and "Others" on Home?
On the Home spending trend, Spend is subscription spend. Others is travel, hardware, and similar charges.Reconciliation (matched vs missing proof) is on the Home Reconciliation KPI and on Transactions Overview.
Can I track multiple currencies?
Can I track multiple currencies?
Yes. Each subscription stays in its native currency (for example
AED 185.68). Totals convert to your workspace default.Do you reach into our actual card data?
Do you reach into our actual card data?
Yes, if you opt in. Plaid uses read-only transaction sync. ClearSpend never sees full card numbers and does not initiate payments.You can also import charges with a PDF or CSV statement, or with Xero → ClearSpend, without linking a card.
Who can change Rules and Filters?
Who can change Rules and Filters?
Contributors and above. Rules apply to the whole workspace and auto-archive new matching charges. See Rules and Filters.
What is the difference between Contributor and Member?
What is the difference between Contributor and Member?
They are the same role. The app shows Contributor. Older copy may say Member. Permissions are identical. See Roles and permissions.
Why is the People tab empty?
Why is the People tab empty?
People fills after a Google Workspace Super Admin connects Google Workspace. A regular Google user can complete the connection, but the directory does not sync.Members is the login roster. It is not the company directory.
How do I group two subscriptions for the same vendor?
How do I group two subscriptions for the same vendor?
On Subscriptions, select at least two rows and click Group in the bulk bar. See Group subscriptions.
How do I request missing invoices from many owners at once?
How do I request missing invoices from many owners at once?
Use Request invoice on Transactions. Recipients get an email with a public upload link. They do not need a ClearSpend account.
Can I upload a file from the Chrome extension without opening the app?
Can I upload a file from the Chrome extension without opening the app?
Yes. Open the extension popup and drop or browse for a file.Invoices and receipts land in Files & Documents. Card or bank statements (CSV or PDF) create charges on Transactions. See Chrome extension.
Who receives Slack renewal notifications?
Who receives Slack renewal notifications?
The workspace Owner after Slack is connected under Integrations. See Slack integration.
Why was my upload rejected?
Why was my upload rejected?
File size limits depend on the upload path. Most uploads allow up to 50 MB. See Limits and formats or Troubleshooting.
Where do I report a bug or request a feature?
Where do I report a bug or request a feature?
Email info@clearspend.ai or see Get help. AI Spend is still marked WIP in the sidebar. Feedback there is especially useful.