Work queue
Every bill lives here first
Upload → OCR → AI parse → manual override. Calendar filters, payments, and drop context keep everyone aligned.
Docs showing
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Filtered vs total
Manual required
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Needs attention
Processed
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Ready for reports
Shortcuts
U: Upload • D: Docs • R: Reports
Filters
Date range, category, payment method, status, and search
Calendar
Tap dates to filter documents
Date by
Documents
(0)| File # | Vendor | Category | Payment | Status | Total | Uploaded |
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