Overview
Live view of partner balance, this month's spend, and pending action items.
No spend this month yet
No receipts yet
No receipts yet
No scraped emails yet
Folders
Receipts are organized by folder. Tap a folder to view contents.
No folders yet
Folders are created automatically when receipts arrive.
| Date | Merchant | Amount | Category | Description | Status | Move | |
|---|---|---|---|---|---|---|---|
| — |
No receipts in this folder
Email accounts
Accounts sync automatically every hour. Use "Sync now" to trigger an immediate scan.
This account's authorization is missing required permissions. Re-authorize to reconnect. Scraping is paused until re-authorized.
No email accounts connected
Use the buttons above to connect Gmail or Outlook.
Scraper rules
Rules define which emails to process for receipts.
Match incoming emails by keyword, sender, and attachments.
No scraper rules yet
Create a rule to start scraping emails automatically.
Scraped emails
Review and confirm extracted data from scraped emails.
| Date | Subject | Merchant | Amount | Folder | Status | |
|---|---|---|---|---|---|---|
|
|
documents
|
No scraped emails
Connect an email account and create a rule to start.
Expenses
Every money-out transaction — claims from receipts/email and direct company payments.
| Date | Type | Vendor | Amount | Account | Status | ||
|---|---|---|---|---|---|---|---|
| — uncategorized — | |||||||
| No expenses match these filters. | |||||||
Chart of accounts
Account codes used for tagging expenses. Soft-delete preserves history.
| Code | Name | Type | Parent | Active | |
|---|---|---|---|---|---|
| No accounts yet. Run the seed script or create one. | |||||
Tag rules
Auto-assign account codes from vendor names. Higher priority wins; tiebreaker is longer pattern, then earliest.
Test a vendor
| Pattern | Account | Priority | Active | |
|---|---|---|---|---|
| No tag rules yet. | ||||
Spend report
Where did the money go. Excludes rejected expenses; mixed currencies shown side-by-side.
| Account | Count | Total |
|---|---|---|
| No spend data yet | ||
| Month | Total |
|---|---|
| No data yet | |
Invoices
Issue invoices, mark paid → auto-generates Official Receipts.
| Number | Issued | Client | Total | Status | |
|---|---|---|---|---|---|
| · OR | |||||
| No invoices yet. | |||||
Clients
Per-client invoice numbering, payment terms, and bank instructions.
| Code | Name | Default ccy | Terms | Active | |
|---|---|---|---|---|---|
| No clients yet. | |||||
Payment vouchers
All money-out documents. ISSUED → PAID once you confirm the bank transfer.
| Number | Pay date | Type | Payee | Total | Status | |
|---|---|---|---|---|---|---|
| No payment vouchers yet. | ||||||
Bank reconciliation
Upload Maybank CSV exports. Auto-matches against PVs, ORs, and invoices.
| Period | Account | Open | Close | Txns | |
|---|---|---|---|---|---|
| No statements uploaded yet. | |||||
| Date | Description | Amount | Status | |
|---|---|---|---|---|
| → · score | ||||
| No transactions match. | ||||
Settings
Preferences for currency, folders, and receipt categories.
Year-end bundle
One-click zip for your accountant: CSV of every transaction + all generated PDFs (invoices, ORs, PVs).
Document storage
Where each module stores its generated PDFs and uploads. Drive auto-creates a "Kyzen Admin OS / FY {YY} / {module}/" tree. R2 needs env vars.
Maintenance
Cleanup tasks for legacy data (pre-de-dup logic).
Drive folder tree
Your "Kyzen Admin OS" structure as it exists in Drive.
Defaults
Applied to new receipts and scraped emails.
Scraped receipt amounts are automatically converted to this currency using live exchange rates.
Scraped attachments without a matching rule folder land here. Also auto-selected on the Folders tab.
Expense categories
Categories appear in the review form for organizing receipts (e.g. Transport, Food, Accommodation).
No categories configured yet.