| Term | Definition |
|---|---|
| Reconciled | A charge that has been matched to an uploaded document. Indicates how completely charges have matching documents. |
| Tracked | An app for which ClearSpend is actively monitoring usage and spend. |
| Source | The 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. |
| Subscription | A recurring or one-time service your organization pays for. |
| App | Any third-party tool detected in your environment, whether or not you have an active subscription. |
| Document | An invoice, receipt, or card statement. |
| Tag | A workspace label attached to one or more subscriptions for grouping and filtering (e.g. Design, Engineering). |
| Alias | An alternate display name for a subscription, shown alongside the canonical vendor name. |
| Needs review | A subscription queue for items awaiting human approval before they appear in the main portfolio. |
| Activity log | A chronological record of document processing, matches, and subscription events. |
| Renewal | The upcoming billing event for an active subscription. |
Reference
Glossary
Look up definitions for the terms used across ClearSpend.