Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Fix common issues with uploads, integrations, subscriptions, billing, and search.
| Symptom | Likely cause | What to do |
|---|---|---|
| File rejected as too large | Over the limit for that flow | Check Limits and formats. Most uploads allow 50 MB |
| Upload succeeded but no subscription | Vendor not recognized yet | Check Files & Documents. The item may still be processing. See Activity |
| Duplicate file warning | Same invoice already uploaded | Safe to ignore; first copy is kept |
| Public upload link rejected file | Wrong vendor or billing month | Recipient must upload the correct invoice for that charge — see Request invoices |
| Symptom | Likely cause | What to do |
|---|---|---|
| Connect button disabled or greyed out | Viewer role, or plan integration limit reached | Viewers can’t connect — ask an Owner, Admin, or Contributor. Owners: check Billing → usage |
| Last sync time is old | Sync hasn’t run or failed | Open Integrations → Sync now on the card — Managing integrations |
| OAuth error / “reconnect” prompt | Token expired or revoked | Click Reconnect on the integration card |
| Gmail connected but no invoices | Wrong inbox, or no matching billing emails | Confirm the connected account receives invoices — Gmail |
| Plaid linked but no charges | First sync still running | Wait a few minutes; check Activity |
| Symptom | Likely cause | What to do |
|---|---|---|
| Subscription missing from the list | Still in Review | Open Review from the sidebar or check the badge — Review |
| Export button disabled | You’re on the Needs review tab | Switch to Overview or Transactions |
| Global search shows nothing | Fewer than 2 characters typed | Type at least two characters — Global search |
| Wrong vendor name | Auto-match confidence low | Edit the subscription or use Mark for review |
| Spend missing from dashboard totals | Type is Others | Edit type on the subscription — Subscription vs Others |
| Spend missing from dashboard totals | Invoice-only. No charge yet | Import a statement (PDF or CSV) or connect Plaid. How data enters |
| Can’t assign owner by email | Need Contributor role or higher | External emails work for owners who don’t have logins. Use bulk Change owner |
| What you did | What you’ll see | How to fix |
|---|---|---|
| Uploaded or forwarded an invoice | Subscription in Needs review. KPIs unchanged | Import a statement (PDF or CSV), connect Plaid, or connect Xero with Xero → ClearSpend |
| Approved Needs review item | Subscription on Overview. KPIs still $0 | Same. Wait for or import the matching charge |
| Connected ClearSpend → Xero only | KPIs still $0 if you have no other charges | Connect Xero → ClearSpend, or add Plaid or a statement. See Xero |
| Symptom | Likely cause | What to do |
|---|---|---|
| Renewals page shows upgrade overlay | Plan inactive or trial ended | Owner: Settings → Billing — Billing |
| No Slack alerts | Slack not connected, or you’re not Owner | Connect under Integrations; only Owner gets Slack — Slack |
| Email reminders not arriving | Notifications off or wrong recipients | Settings → Notifications — Notifications |
| Renewal date looks wrong | Billing cycle or category recently changed | Edit subscription Next billing field |
| Symptom | Likely cause | What to do |
|---|---|---|
| Can’t change plan | Not workspace Owner | Only Owners start upgrades — Admins have read-only billing |
| Usage meter shows “Over limit” | Plan cap exceeded | Upgrade or remove unused integrations/documents — Billing |
| Import transactions blocked | Viewer role | Viewers are read-only — ask Admin to change role |
