Overview

ClearSpend is an admin-managed reporting feature in ToughLeaf.

  • Admins import spend data through a CSV file.
  • Once imported, the selected client GC can view ClearSpend report results.
  • Admins can enable or disable ClearSpend per GC client.
  • GC users can only view reports. They cannot import, edit, delete, or modify ClearSpend data.

Admin workflow

Step 1: Log in as an Admin

  1. Log in to ToughLeaf using an Admin account.
  2. Confirm you are redirected to the Admin Dashboard.

Step 2: Open ClearSpend

  1. From the Admin Dashboard, use the left-side navigation menu.
  2. Click ClearSpend.

You are redirected to the ClearSpend Reports page.

Step 3: Review the ClearSpend Reports page

On the ClearSpend Reports page, you can:

  • View available client companies
  • Review each client’s ClearSpend report information

Import ClearSpend data

Step 4: Click Import Data

  1. On the ClearSpend Reports page, click Import Data (top-right).

This opens the Import ClearSpend Data modal.

Step 5: Upload the CSV file

In the Import ClearSpend Data modal, upload the CSV file in either of these ways:

  1. Drag and drop the CSV file into the upload area.
  2. Click Browse Files and select the CSV file from your computer.

CSV file requirements

  • File type: CSV
  • Required columns:
You can include additional columns. They can be used as segments later.

Expected CSV format (company data columns)

(table)

Select the client company

After the CSV is uploaded, ClearSpend shows a file summary, including:

  • Uploaded CSV file name
  • Total number of rows detected
  • Total spend amount detected

Example:

(table)

Step 6: Select the Client Company

  1. Open the Client Company dropdown.
  2. Select the correct client.

This step links the imported spend data to that client’s ClearSpend report.

Expected behavior during import

When importing ClearSpend data, an Admin should be able to:

  • Open the ClearSpend Reports page
  • Click Import Data
  • Upload a CSV file by drag and drop or Browse Files
  • Upload a valid CSV with required columns
  • See file name, row count, and total spend
  • Open the Client Company dropdown and select a client

Imported data should be linked only to the selected client.

GC access and limitations

After an Admin imports the CSV, the selected client GC can view ClearSpend results.

GC users can:

  • View the ClearSpend Dashboard and Details tabs
  • Review spend totals and vendor summaries
  • View spend breakdowns and detailed records

GC users cannot:

  • Import CSV files
  • Edit or delete ClearSpend data
  • Modify vendor information
  • Modify payment amounts
  • Change certification details

GC view

GC users access ClearSpend from the top navigation menu.

ClearSpend includes two main tabs:

  1. Dashboard
  2. Details

Dashboard tab

The Dashboard tab summarizes imported spend data.

Spend overview

(table)

Example:

(table)

Vendor summary

(table)

Example:

(table)

Spend by certification type

This chart shows spend grouped by certification type (for example: MBE, WBE, DBE, SBE).

Details tab

The Details tab displays imported records in a table.

Each row represents one vendor or payment record from the uploaded CSV.

Table columns include:

(table)

Details table behavior

  • Certified vendors show certification name/group/agency and Certified status.
  • Non-certified vendors show empty/dash values in certification fields and Non Certified status.

Examples:

(table)