trustEd

📜 Active Contract

📎 Activity Inputs (optional)

Upload a Vantaca activity report; the next Generate will create the invoice with those line items already populated. You can also generate empty and add lines manually.

➕ Manual Line Items (optional)

Stage line items that won't come from the Vantaca file (one-off events, special services, write-in postage, etc.). They get appended when you click Generate. To add a NEW one-off description (e.g., "Back to School Bash - Admin Fee"), pick the closest category and edit the description on the invoice detail view after generating.

✨ Generate Draft Invoice

📋 Line Items

📎 Import from Vantaca

➕ Add Line Item

📎 Upload Monthly Financial Package

Drag the rolling 12-month income statement PDF here. The engine parses it, runs analytical checks, and surfaces findings ranked by severity in 30–60 seconds.

📅 Past Reviews

🔍 Findings

📥 Drop a Vendor Invoice

PDF only. The system extracts vendor identity, invoice number, dates (including service period for accrual-aware matching), and line items. New vendors are added to the master automatically with fuzzy dedup.

🔍 Ask a question

🔍 Find a document

Each row = a community. Each column = a document category. Cells show status: 🟢 current · 🟡 expiring soon · 🔴 expired · ⚪ missing · ⬜ N/A.

These uploaded but with community_id = NULL, usually because the doc didn't name the community internally (recorded amendments, generic templates, etc.). Use the community-lock dropdown on future uploads to prevent this.

These documents were ingested before the Documents Tracker existed. askEd can still search them, but they have no category, period, or expiration tracking. Click Categorize to promote a doc into the Tracker with full metadata extraction. Already-migrated docs hide from this list automatically.

➕ Create New Packet