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  1. Cledara
  2. Features

Features

Discover our features that integrate into your workflow

Approval flows

  • Approval flows
  • Approval thresholds
  • Approve new applications
  • Approve budget changes

Automatic invoice capture

  • How does invoice matching work?
  • What does it mean that Cledara is integrated to Gmail?
  • Set up automatic invoice capture with Gmail
  • Why are my invoices not uploaded?
  • Disconnect Cledara from a Google account

Engage

  • What is Engage?
  • Engage permissions
  • Connect to Engage on Chrome
  • Connect to Engage on Safari
  • Install Engage on other browsers
  • Deploy Engage for your team on Chrome
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My Tasks

  • My Tasks

Quickbooks

  • Integrate with Quickbooks
  • Push transactions to Quickbooks
  • Manual export for bank feed data

Request Access

  • What is Request Access?

Rewards

  • Claim your rewards
  • How are rewards points calculated?
  • Rewards accumulation and timeframe

Security

  • Protected Card Access

Xero

  • Integrate with Xero
  • What does it mean that Cledara is integrated to Xero?
  • When does the integration with Xero synchronise?
  • Will I have to manually enter into Xero the transactions that happened before the integration was activated?

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