Features

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?