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Answers come from everything on your dashboard, and it learns your usual timing from the history. It only reads, it never changes anything.
Accounts payable
Home
To process
0
$0.00
Pay this week
0
$0.00
Overdue
0
$0.00
Open tasks
0
Today
Invoices
Drag invoice PDFs, photos or spreadsheets anywhere on this page to add them.
Tasks
Next 7 days
Notes
Emails to review
Not checked yet.
Process payment
Invoice due
Task
Event
Holiday
Out of office
Color = organization
Process payments before due
Financials
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One-time Excel setup, about 3 minutes. Do it in Excel on the web, in your OneDrive copy of 2026 Lupe Office Financials Combined:
- Click Copy Excel script below.
- In Excel, open the Automate tab, click New Script (or open your existing Sync with dashboard script), delete what's there, paste, and click Save script.
- Click Run. Your sheets and charts show up here a few seconds later.
- To get a one-click button, open the script's … menu and choose Add in workbook.
The script contains your sync key, so don't share it.
All offices
Office performance
Month by month
Goals come from the goal tables on the YTD sheet.
Summary
Total lines found in your workbook
Click a cell to edit it. Changes go into Excel the next time you click Sync there. waiting for Excel
Mileage paid
$0
Files
0
Miles found
0
read from the files, or typed in
Staff
0
New reimbursement
Take a picture of each receipt. The store, date and total fill in by themselves. Check them, then add it to Ready to send for signatures.
Total$0.00
Reimbursements
Drafts, ones out for signature, and signed ones. Open one to change it.
One step left
Signing isn't set up in Supabase yet. Follow Signing setup.md: run its SQL and deploy the "sign" function. Then reload this page.
Waiting for your signature
Your turn on these. Sign them right here, one after the other. No link needed.
Ready to send
Nothing is sent until you release it. Signers sign in order: the employee first, then the reviewer. When it's your turn, you sign right here on the dashboard.
Out for signature
Updates by itself when someone signs.
Finished
Signed PDFs include a last page showing who signed and when.
Receipt users
Add staff to the Receipts app, choose which organizations and cards they see, reset a password, or remove someone. No need to open Supabase.
Signers
The people who review and approve reimbursements and mileage. Add them once and pick them on each form.
Other websites
Each one gets its own tab in the menu. It opens the website full screen; use your browser's Back button to return here.
Organizations
Each invoice, task, event and mileage file can belong to one. Emails and files that mention an organization's name, or one of its keywords, are assigned to it automatically.
Email and Google Calendar
Gmail · Not connected
Using Outlook at work? Add a rule that forwards invoice emails to your Gmail and they'll show up here.
One-time Google setup, about 5 minutes:
- Open Google Cloud with your Gmail account and create a project named AP Dashboard.
- Turn on the Gmail API and the Google Calendar API for that project (click Enable on each).
- Open Google Auth Platform, click Get started, name it AP Dashboard, choose External, and finish. Then under Audience, add your Gmail address as a test user.
- Under Clients, click Create client, pick Web application, and add this under Authorized JavaScript origins:
- Copy the Client ID and paste it here.
Account
Signed in as