What your team captures
Transactions, categories, invoices, receipts and reporting period.
crewTendMONEY & PURCHASING
Accounting handoff
Review bills and export operational records for reconciliation.
Available with scope limitsAccounting views and exports are available. Automatic ledger synchronization is not connected.
A PRACTICAL EXAMPLE
Recorded income and expenses.
Click each step to see the information your team brings in, the review they make and the record they keep.
crewTendInteractive product preview · sample data
Connected work record
Prepare the record
Recorded income and expenses
- Transactions
- categories
- invoices
- receipts and reporting period
Connected work record
Review the work
Review supporting evidence and reconcile recorded amounts
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
Organized bookkeeping records
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Review supporting evidence and reconcile recorded amounts.
What stays connected
Organized bookkeeping records.
Know what to expect.
Where does this fit in the workday?
Start with recorded income and expenses. Review supporting evidence and reconcile recorded amounts. The result is organized bookkeeping records.
What needs to be configured?
Accounting views and exports are available. Automatic ledger synchronization is not connected.
Product readiness Ask about setupCan the whole team use the same record?
Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessTHE NEXT STEP STAYS CONNECTED