Vendor mappings
Default Xero account, tax, and price type per supplier. Local parsers skip AI when OCR is clear enough.
Receipt activity by vendor
Count and total amount from uploaded receipts (all users). Filter by date, status, or user.
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Top 5 suppliers
Top 5 expense categories
By vendor
| Vendor | Receipts | Synced | Total | Last receipt |
|---|---|---|---|---|
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By expense category
| Category | Lines | Total |
|---|---|---|
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By user
| User | Vendors | Receipts | Total |
|---|---|---|---|
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Add or edit mapping
Saved mappings
Filters
Search vendors and narrow by parser or enabled status.
| Vendor | Patterns | Account | Parser | Enabled | Actions |
|---|---|---|---|---|---|
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Layout templates
Learned document layouts for local extraction (reduces AI usage). Created from successful extractions or “Save as improved mapping” on review.
Filters
Search templates and narrow by enabled status.
| Vendor | Label | Version | Hits | Fingerprint | Enabled |
|---|---|---|---|---|---|
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