Review money and expenses
See collections and outstanding balances in the Cleanr Money view, then record, find, and export business expenses and receipts.
Use reporting to answer two different questions: what money needs attention, and what the business spent. Review collections and outstanding balances in the Money view, then keep expense details and receipts complete enough to find or export later.
Choose a reporting task
Review Money on iPhone
Use Overview, Action, and Ledger to see collections, balances, and work that needs attention.
Log and review expenses
Record amount, category, date, vendor, and receipt, then find or export the expense later.
Keep reports useful
- Review the Action view when you need to decide what to follow up on next.
- Record an expense with its real date and category instead of relying on the receipt alone.
- Reconcile unusual totals against their invoice, payment, or expense record before making another change.
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