Pending Approval
Vendors Integration
Status Indicator
Status Guide
Your file moves from Processing to Pending Review and then to Approved or Synced after accountant review.
Upload History
| File | Type |
Status
Processing File is being prepared. Pending Review Accountant is reviewing. Approved Review is complete and ready to post. Synced Posted to records. Rejected Needs correction. |
Uploaded By | Uploaded |
|---|
Team Sub-Accounts
Create team member or owner accounts. Each account can upload documents with their own login credentials.
Access Notes
Owner accounts can manage team members. Team Member accounts can upload and track document progress.
Vendor Portal Integration
Connect vendor portals with OAuth or saved credentials. Once connected, invoice data is pulled automatically and prepared for bookkeeping/QBO.
No new sync started yet.
Current Connected Vendors
Scope starts with common vendors used by most clients. More vendors can be added per client request.
Automatically Pulled Invoice Data
| Vendor | Invoice # | Date | Amount | Description | GL Suggestion | QBO / Bookkeeping |
|---|