> ## Documentation Index > Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt > Use this file to discover all available pages before exploring further. # Troubleshooting > Fix common issues with uploads, integrations, subscriptions, billing, and search. Use this page when something in ClearSpend doesn't look right. Each section links to the full guide. *** ## Uploads and documents | Symptom | Likely cause | What to do | | ------------------------------------ | ----------------------------- | --------------------------------------------------------------------------------------------------------- | | File rejected as too large | Over the limit for that flow | Check [Limits and formats](/reference/limits-and-formats) — limits vary (8 MB vs 10 MB) | | Upload succeeded but no subscription | Vendor not recognized yet | Check [Documents](/features/documents); item may still be processing — see [Activity](/features/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 match the requested period — [Public upload](/connect/public-upload) | *** ## Integrations | 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 Admin. Owners: check [Billing → usage](/settings/billing#usage-limits) | | Last sync time is old | Sync hasn't run or failed | Open **Integrations** → **Sync now** on the card — [Managing integrations](/connect/integrations#managing-connected-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](/connect/gmail) | | Plaid linked but no charges | First sync still running | Wait a few minutes; check [Activity](/features/activity) | *** ## Subscriptions | Symptom | Likely cause | What to do | | ----------------------------------- | --------------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | Subscription missing from Overview | Still in **Needs review** | Open **Subscriptions → Needs review** or check the sidebar badge — [Needs review](/features/subscriptions#needs-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](/reference/global-search) | | Wrong vendor name | Auto-match confidence low | Edit the subscription or use **Mark for review** | | Spend missing from dashboard totals | Category is **Others** (non-SaaS) | Edit category on the subscription — [SaaS vs Non-SaaS](/features/dashboard#saas-spend-vs-non-saas-spend) | | Spend missing from dashboard totals | Invoice-only — no charge yet | Import statement CSV or connect Plaid — [How data enters](/connect/how-data-enters) | | Can't assign owner by email | Need Member role or higher | External emails work for owners who don't have logins — bulk **Change owner** | *** ## KPIs and charts show \$0 after invoice upload This is **expected behavior**, not a bug. ClearSpend uses **charges** from card statements (CSV import) or **Plaid** for KPI cards, spending trend charts, and dashboard widgets. Invoices are **supporting documents** — they help reconciliation but do not create spend totals on their own. | What you did | What you'll see | How to fix | | -------------------------------- | ------------------------------------------------ | --------------------------------------------------------------------- | | Uploaded or forwarded an invoice | Subscription in **Needs review**; KPIs unchanged | Import a statement CSV or connect [Plaid](/connect/connect-your-bank) | | Approved Needs review item | Subscription on **Overview**; KPIs still \$0 | Same — wait for or import the matching charge | | Added subscription manually | Row on Overview; KPIs \$0 | Import statement or connect Plaid when charges appear | See [How data enters ClearSpend](/connect/how-data-enters) and [Dashboard — Verified charges only](/features/dashboard#verified-charges-only). *** ## Renewals and notifications | Symptom | Likely cause | What to do | | ----------------------------------- | ------------------------------------------ | ----------------------------------------------------------------------------------------------- | | Renewals page shows upgrade overlay | Plan inactive or trial ended | Owner: **Settings → Billing** — [Billing](/settings/billing) | | No Slack alerts | Slack not connected, or you're not Owner | Connect under **Integrations**; only **Owner** gets Slack — [Slack](/connect/slack-integration) | | Email reminders not arriving | Notifications off or wrong recipients | **Settings → Notifications** — [Notifications](/settings/notifications) | | Renewal date looks wrong | Billing cycle or category recently changed | Edit subscription **Next billing** field | *** ## Billing and access | 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](/settings/billing#usage-limits) | | **+ Add Data Source** blocked | Viewer role | Viewers are read-only — ask Admin to change role | *** ## Still stuck? Email **[support@clearspend.ai](mailto:support@clearspend.ai)** with your workspace name, what you expected, and a screenshot. See [Get help](/reference/get-help) for the full checklist.