Transactions
Expenses / Payables
Add an expense, review it, then approve it. Approval records the expense in the ledger; payment is a separate step.
Saved invoices & drafts
Uploaded invoices remain here while Accounting reads them and while you review vendor details, coding, or possible duplicates.
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Outstanding A/P by period
Open bills grouped by the month they are due, straight from the live payables register.
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Bills & station remittances
Open an expense to review its invoice and coding. Approval happens on the expense's review page, never from this list.
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Expenses by chart-of-accounts account
Posted expense activity from /v1/reports/actuals-by-period. Search by account number or name and choose any span — a month, a quarter, two quarters, or a full year. Showing All dates (2026). Months with no posted history are not listed — they are unavailable, not zero.
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Bank-imported expense activity
Bank activity is settlement evidence, not the accounting event.
Every transaction downloaded from a connected bank lives under Banking & Transactions, on the account it belongs to. Open a bank account there to see all of its downloaded transactions, match a payment against the bills it satisfies, and work the review queue. Nothing posts to the general ledger from bank data on its own.
Open Banking & Transactions