How can I easily accept an invoice sent by an employee for a transaction?

In the administration area, all transactions are displayed in the "Transaction History" tab. The "Receipt" column displays the receipt approval status for this transaction:

• Ready for export - means that the receipt has been correctly approved and the transaction has been processed

• Rejected – means the receipt does not match the transaction. A notification may be sent to the user.

• None – no receipt is attached to the transaction

• Waiting for approval – receipt attached, waiting for administrator approval

  

  
  

  As an administrator, if you need to approve an attachment for a transaction, you no longer have to do it manually—simply search the receipt for transaction data, verify it matches the actual transaction, and then manually change the status in the transaction settings. Now you only have one button! Click "Review." All transaction data is automatically extracted and listed next to the attached document. Simply compare the data! If everything matches, click "Accept." The transaction status changes automatically.

  
  

  

If you want to send a reminder to your employee to attach a document to the transaction, a special, separate button will be displayed for the "Missing" and "Rejected" statuses.

FAQ

How can I check the receipt status for a specific transaction?

 In the admin panel, open the Transaction History tab and look at the “Receipt” column. Statuses include “Ready for Export,” “Rejected,” “None,” and “Pending Approval.”

What should I do if a receipt is rejected?

Use the reminder button to notify the employee to correct the data or attach the correct receipt. Once verified, the administrator can approve it.

Can I send bulk reminders to multiple users?

Yes, the system allows sending notifications to all users who haven’t attached receipts, ensuring faster compliance.

How can I speed up receipt verification?

Use the “Review” button. The system automatically displays transaction data alongside the receipt, and administrators only need to check for accuracy.

Can Sparados integrate with accounting software?

Yes, Sparados integrates with most accounting and ERP systems, automatically sending receipts and invoices to streamline reporting.

What advantages does Sparados provide to administrators?

Centralized control, workflow automation, error reduction, instant access to transaction data, and improved employee compliance.

Can receipts be tracked by project or category?

Yes, receipts can be linked to specific projects and expense categories, making budget monitoring easier and more precise.