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Expenses - All Expenses Tab

Noga Tubi
Noga Tubi
  • Updated

Overview

The All Expenses tab enables you to get full transparency into your expenses.
Here you can:

  • View the ongoing expenses - To ensure you have an accurate picture of your SaaS spending, review the recently Matched and Unmatched expenses, and customize the matching as needed using matching rules.
  • Find missing expenses - Search for missing expenses you don't see but know were paid. Once found, you can create matching rules accordingly.

View All Expenses

Available columns:

  1. Transaction date - The date that was recorded in your finance app.
  2. Amount and Description - The transaction amount and description detail. If this expense was converted in Torii, its original amount and currency will be displayed under the Amount column.
  3. Source - The transaction origin - a finance app or imported files
  4. Matching Status - Indicates if the expense was matched, unmatched, ignored or archived.
  5. Matched by - Indicates if the matching was done by Torii AI, by a matching rule or was edited manually.
  6. Matched App - The App this expense is matched to.

Edit Expenses

Hovering over an expense enables editing or archiving it.
From here, you can move an expense under a different app and change the expense date or amount.
Note that this update will be applied to this specific expense only; therefore, if you wish this change to apply to previous and future expenses, you should set it using the matching rules

Filter

  • You can get other transaction views, like Unmatched, Archived, or All expenses, by selecting them from the dropdown menu. 
    Note that the Unmatched expenses are visible for selected permissions only.
  • With the second filter, you can target the results view to view selected dates, amounts, and more.  Use the filter button to refine your results even further.

Expenses views

The Expenses table has predefined views which are tailored to address specific use cases:

Matched Expenses

This view contains all expenses that were matched to apps, either by Torii AI or by a user.  It allows you to go over recently matched transactions and make sure they were matched correctly.

Unmatched Expenses

This view contains expenses that were synced into Torii but were not matched to any app.  It allows you to search through these and see if there are transactions that were missed and should be matched.  Since this view may contain sensitive data it is restricted to users with an Expense Take Action scope.

Important to note that most of the unmatched expenses are not software related and so should remain unmatched.  However, you may find unmatched expenses that should have been matched.

This can happen due to the following:

  • Typo in an app's name
  • Expenses missing the app name
  • App names that are dictionary words (examples: Box, Confetti) are not automatically matched based on name only to avoid false matches.
  • Multiple app names in one expense
  • The app is not yet known to Torii

Matching statuses under Unmatched Expenses view.

Under the Matching status column, you will find two status types 

  • No match found - Expenses without a match
  • Potential match:
    • When Torii’s matching algo identifies an expense with an app name that is a "dictionary" word, to minimize false positives, it will not match it but set it to “potential match”
    • When an expense contains a phrase that implies it’s for a SaaS subscription like subscription, plan, renewal, etc., but no app name, it will classify it as a “Potential match”
      Each expense can be edited (matched) or archived manually; however, we do encourage you to create a matching/ ignore rule for each expense type you found under "Unmatched expenses." so it will apply to similar transactions going forward.

Archived Expenses

This view holds all expenses that were manually archived.
Archived expenses can be Unarchived.

All Expenses

This view shows all expenses with any matching status the user is entitled to view.  See details in the table below.

Matching Statuses

The following matching statuses are available per each of the predefined views.  

Matching status Definition Available in views Required Expenses scope 
Matched Expenses that were matched to an app either by Torii AI, a matching rule or manual matching.

Matched Expenses

All Expenses

View Only or Take Action

Potential match

Expenses that are either:

  • Found as matching to an app that is also an English term.
  • Not found as matching to a specific app but contain terms that imply they may be SaaS subscriptions.

Unmatched Expenses

All Expenses

Take Action
No match found Expenses not matching to any app.

Unmatched Expenses

All Expenses

Take Action
Ignored

Expenses that are either:

  • Ignored by Torii AI as they are containing terms that imply they are not SaaS subscriptions such as: Flight, Conference, Taxi etc.
  • Ignored by a custom matching rule
All Expenses Take Action
Suggested ignore Expenses containing terms that imply they are not likely to be SaaS subscriptions. All Expenses Take Action
Archived Expenses that were manually archived by a Torii user.

Archived Expenses

All Expenses

View Only or Take Action

  

Who can access Unmatched expenses? 

  • Expense take action - can access the All Expenses page, including Unmatched expenses.
  • Expense view only - can access the All Expenses page, excluding Unmatched expenses.
  • Expense no access - cannot access the expenses page.

 

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