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The Spending view is a portfolio-wide list of what your properties are being billed and how much LiftAI’s review has saved. An Invoices / Proposals toggle at the top switches the table between the two, so you look at one or the other rather than a single combined list. Use this article to open Spending and read what each row is telling you.
Spending is available to consultants. Client users can open it only when the clientPortalSpending flag is enabled for the account — until then, the Spending page isn’t reachable and you’ll be redirected. Ask your LiftAI Account Executive if you need it turned on.

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Open Spending

1

Go to Spending

Select Spending in the navigation. The page opens with a performance summary across the top and a table below. The table starts on the Invoices view.
2

Switch between invoices and proposals

Use the Invoices / Proposals toggle next to the page title to choose which one the table shows. Proposals don’t appear in the invoice list — switch to Proposals to see them.
3

Read the summary tiles

The row of tiles above the table totals your portfolio: Reviewed (how many invoices were reviewed), Amount (what vendors billed), After Review (the amount after review), Savings, Projected Savings, and Rejected dollars.
4

Scan the table

Each row is one invoice (or one proposal, on the Proposals view). Key columns include Number, Type, Date, Status, Property, Provider, Invoice Amount, After Review, and Savings. A Class column labels each row Invoice or Proposal, but it matches whichever view you’re on.

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Sort by your biggest opportunities

Select the Savings or Projected Savings summary tile to sort the table by that metric. The first click sorts largest-first, so the biggest opportunities surface at the top; selecting the same tile again reverses the order.

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Narrow the list

  • Use the search box in the page header to quickly filter the table.
  • Use the column filters (for example, filter Type, Status, or Property) to focus on a subset.
  • Use Export in the table toolbar to download the current list.
Select any row to open the invoice and read its full details, including the AI review. See Review an invoice.