Announcements

  1. New Accounting settings: Set it up once, and save hours every month ๐ŸŽ

    Improvement

    Our latest update introduces powerful new settings to ensure every transaction is categorized perfectly from the start.

    • Accounting Records: Import your Chart of Accounts, Vendors, and Tax Codes directly into Cledara. This ensures all your accounting codes are consistent with your accounting software.
    • Application Mapping: Now you can map and manage accounting fields for all your Applications from one central screen. This means more control, greater accuracy, and fewer errors.
    • Spend Accounting: Assign accounting details to Spend transactions before importing to your accounting system.

    Find out more >

    Import Chart of Accounts >

    Check Application Mapping >

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    Remember: if you use our integration with Xero / Quickbooks / NetSuite, you do not need to import your records. They will always stay in sync!

  2. Direct Debits: Add funds to your Cledara account automatically ๐Ÿš€

    New Feature
    UK / Eurozone

    Now you can:

    • Automatically add funds to your Cledara account when the balance drops below a threshold.
    • Set up recurring top-ups on a weekly or monthly schedule.
    • Manage your mandates and transfers from one centralised view.

    ๐ŸŽฏ No more failed payments. No more manual top-ups.

    โš™๏ธ Create a mandate โ†’ Set your top-up rules โ†’ Let Cledara do the rest.

    Set up Direct Debits now >

    Find out more >

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  3. Custom Views: Your Applications table, your way โœจ๐Ÿงฉ

    Improvement

    We have upgraded the Applications table to match how you work:

    • Create custom views with the fields and filters that matter most to you. Finance views, compliance views, procurement views, and much more.
    • Drag and drop columns, tailor your layout, and save views that match your workflow.
    • Quickly switch between saved views, cut down on clicks, and access key data faster than ever.

    And when itโ€™s time to share or analyze outside Cledara, export just like before but now with much more data available.

    Try it out now >

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  4. Card Tags: Organize your card transactions effortlessly ๐ŸŽ‰

    Improvement

    Our new Card Tags feature allow you to:

    • Easily label SaaS and Spend cards, so that your transactions stay organized by teams, departments, or projects.
    • Get clear, instant visibility into spending categories.
    • Eliminate manual tracking for faster expense management.

    Stay organized and informed with just a few clicks!

    Find out more >

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  5. Cledara Spend: Your complete business spend solution ๐Ÿš€

    Announcement

    We're thrilled to introduce Cledara Spend!

    With Cledara Spend you can manage all your company spending in one place - travel, events, office supplies, and much more. Now you can:

    • Issue and manage physical and virtual cards.
    • Track spending in real time, and
    • Seamlessly integrate with your accounting software.

    And the best part? Itโ€™s included in all existing Cledara plans for free.

    Check it out >

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  6. Budgeted Spend: understand your Budgets vs. Actuals ๐Ÿ“ˆ

    New Feature
    Premium & Pro

    Take control of your software costs like never before. With Budgeted Spend you can:

    • Get a crystal-clear view of your budgeted spend across weeks and months.
    • Track and forecast the budget for each application, comparing your Budget vs Actuals.
    • Know exactly when and how much to top up your account balance.

    Check it out >

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  7. Manage your missing invoices like a pro ๐Ÿ˜Ž

    Improvement

    Your monthly invoice runs have never been easier!

    From My Tasks you can:

    1. Manage all missing invoices from a central place.
    2. Send custom reminders to your team members - save time and forget about chasing people outside Cledara!

    Find out more >

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    * If you are on a Premium or Pro plan, remember to check the status of your Invoice Capture in your Members section and remind your App Owners to connect their inboxes!

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