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TermDefinition
ReconciledA charge that has been matched to an uploaded document. Indicates how completely charges have matching documents.
TrackedAn app for which ClearSpend is actively monitoring usage and spend.
SourceThe integration or upload mechanism that surfaced an app or document (e.g. Gmail, Google Drive, Chrome extension, Manual Upload).
Owner (subscription)The team member responsible for that subscription. Drives reminder routing.
Owner (workspace)The single member with full administrative authority over the ClearSpend workspace.
SubscriptionA recurring or one-time service your organization pays for.
AppAny third-party tool detected in your environment, whether or not you have an active subscription.
DocumentAn invoice, receipt, or card statement.
TagA workspace label attached to one or more subscriptions for grouping and filtering (e.g. Design, Engineering).
AliasAn alternate display name for a subscription, shown alongside the canonical vendor name.
Needs reviewA subscription queue for items awaiting human approval before they appear in the main portfolio.
Activity logA chronological record of document processing, matches, and subscription events.
RenewalThe upcoming billing event for an active subscription.