What your team captures
Date, amount, party, category and supporting receipt.
crewTendMONEY & PURCHASING
Transaction records
Review invoices, collections and purchasing records from one hub.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A group of money movements to review.
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
A group of money movements to review
- Date
- amount
- party
- category and supporting receipt
Connected work record
Review the work
Inspect and categorize transactions before reconciliation
- 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
A consistent transaction record
- 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
Inspect and categorize transactions before reconciliation.
What stays connected
A consistent transaction record.
Know what to expect.
Where does this fit in the workday?
Start with a group of money movements to review. Inspect and categorize transactions before reconciliation. The result is a consistent transaction record.
What needs to be configured?
Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.
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