Use TellerMundo with confidence.

Seven-day recovery is the default for every available Remove action, not just users and documents. An authorized person chooses the exact item, gives a reason and types REMOVE. It leaves normal use immediately and appears under Recently removed. Restore it before the deadline to return its previous status. In the document management area, choose a document from the removal list; open its folder or load more records to find older files.

Organization administrators and users explicitly given record.delete_early can choose Advanced → Delete early for records they are also allowed to manage. This requires a reason and the exact confirmation DELETE NOW. It skips only the wait: retention holds, financial evidence and linked history remain protected. Once file deletion starts, restoration is unavailable. Permanent document deletion removes the stored file while keeping an audit record.

Archiving is different: it keeps the item without starting a deletion clock. Transactions and other protected financial workflows still use their correction, cancellation or reversal process; recovery does not silently recalculate a budget or erase its history. Some record types do not yet offer removal, and this policy does not add a delete button to every screen.

1. Open My requests.
2. Enter a short description, the business or public purpose, and the expected amount.
3. Add a need-by date so the purchase appears in the 30, 60, or 90-day purchase outlook. Requests without dates appear separately for follow-up. Add the department, vendor, fund, budget line, object category, or contract when known.
4. Save the draft and review it. When it is ready, choose Confirm and submit.
5. Confirm that the request is accurate, the appropriate current documents are attached, and you are authorized to send it. TellerMundo records that confirmation. Controlled three-quote packets also receive automatic document and packet checks.
6. Use Edit draft to change your own Draft or Returned request. After submission, follow the return, decision, cancellation, or correction process instead of overwriting the history.
7. Watch the five-stage timeline: Request, Review, Order, Receipt, and Funds.

A returned request needs more information. A rejected request is closed. An approved request can move to ordering.

1. Open My requests and turn on Army / controlled three-quote packet.
2. Add the need-by date, event or requirement, mission objective, justification, Section 889 status, and tax confirmation. TellerMundo saves this as a draft first.
3. Add three quote files. For each quote, enter the vendor, amount, tax shown, and recommendation comments. Mark one quote as the requester recommendation.
4. A document administrator reviews each uploaded file before it can be opened by an approver.
5. Submit only when all packet checks show ready. If information is missing, use Edit draft or withdraw a bad quote and upload the corrected replacement.

The checklist confirms that required data and reviewed files are present. It does not read a quote to prove that every line is tax-free, and it does not perform a SAM.gov lookup. Those remain recorded human checks until approved integrations are connected.

1. Open Approval queue.
2. Choose Open packet to review the purpose, amount, coding, mission details, accepted files, and quote comparison.
3. At the Supervisor step, select the quote being authorized. Approve it, kick it back for changes, or reject it. Add a useful note explaining the decision.
4. At the Finance / S8 step, a different authorized person confirms funding or kicks the packet back with comments. The request is not ready for fulfillment until every required step is approved.

The requester sees every return, approval, rejection, and comment in My requests. TellerMundo also prepares an email notification; actual email delivery begins after InfraForge connects the provider-neutral workflow mail relay.

1. Open Purchase orders.
2. Create the order from an approved request, then issue it when the order details are correct.
3. When the item or service arrives, record receiving information. Use a different person when your control rules require it.

The request timeline will show whether ordering, receipt, or financial work is still needed.

1. Open Receipts.
2. Enter the vendor, date, invoice or order number, total, and item lines.
3. Link the receipt to a transaction when the match is known.
4. An authorized person verifies or rejects the evidence.

The requester can see receipt records matched to their request in My requests. Manual receipt entry remains available when an automated feed or upload has an error. Direct OCR is not yet enabled.

Choose only your business receipt files

1. Open Receipts → Choose business receipts. A finance administrator adds business accounts with a friendly name, last four digits, permitted users, and optional budget suggestions. Include your own user if you will import files.
2. Select your business accounts and a purchase-date range of 93 days or fewer. Choose PDF, photo, or plain-text receipt files. Nothing is selected for import by default.
3. Preview each file. Check the vendor, actual purchase date, total, currency, document kind, and account. Choose Include, Skip, or Needs review. Explain uncertain account details; use the manual document process for split payments.
4. Remove full account numbers and unrelated personal information from the original file before sharing. The text preview may hide long numbers but does not change the uploaded file.
5. Confirm the selected business documents and choose Import selected. Unselected, skipped, and filtered-out files are not sent. Closing the panel or refreshing clears unsent files.
6. Check Submitted business documents and My Records for status. Document administrators review the submitted files. Add or match receipt-register details separately through the existing finance process.

This is a manual file-review feature, not a connected mailbox. It does not approve requests, create transactions, charge budgets, or automatically reconcile purchases. Exact repeated files are blocked; similar purchase details require review. Pausing a business account blocks future imports and keeps its previous evidence.

For one transaction

1. Open Transactions.
2. Enter the date, vendor, description, amount, and reason for manual entry.
3. Add the transaction or receipt ID when available. An exact repeated ID is blocked.
4. The new record starts in review. Review it, approve it, and then post it only when the details are correct.

For a CSV file

1. Open Import history and choose the CSV file.
2. Match the file columns to date, vendor, amount, description, and external ID.
3. Review the preview. Nothing is created during preview.
4. Commit only the reviewed rows. They still enter the transaction review queue; they are not posted automatically.
5. If the wrong file was used, choose Request cancellation, explain why, and wait for a different authorized user to decide.

A cancellation does not erase the upload. TellerMundo keeps the file record, rows, reason, requester, reviewer, and timestamps. A completed batch cannot be cancelled as one group after one of its transactions is approved, posted, voided, or placed in exception handling.

Open Reconciliation to review possible duplicates. Choose Confirm duplicate only when both records are the same purchase. Choose Mark distinct when they are separate purchases. Leave a note saying what you checked.

1. Open Reconciliation to compare transactions with receipt evidence.
2. Treat match scores as suggestions. A person must confirm the result.
3. Open Exceptions for missing evidence, incomplete coding, policy conflicts, or uncertain matches.
4. Take ownership, add an internal note, and resolve the item only after the problem is fixed.
5. Ownership and comments remain visible after the workspace refreshes. Resolved items stay in the record history.

1. Open My Records, then Manage member & client records with an organization role that can manage documents.
2. Choose Client vaults → Create a client vault and enter the client’s name. Contact details and a client reference are optional. Saving opens the new vault.
3. Upload inside that vault. The file appears there as awaiting review; creating the vault alone does not create an assigned record.
4. Open Review inbox, complete the security review, then accept and assign the document to the correct client.
5. Use Back to clients to find the directory. Each client has Open vault, Edit client, and Archive client controls.

A client vault does not create a login for the client. Client files are managed by authorized document admins within the organization. Member vaults and organization memberships are separate.

Use Archive client to remove a client from the active list while keeping their records. Turn on Show archived clients to open or restore them. New uploads are blocked until restoration. An empty vault also offers Delete empty vault: type the exact client name and give a reason. It enters a seven-day recovery period under Recently removed. After that window the hourly cleanup deletes eligible empty records. Linked documents block permanent deletion. Authorized settings admins have a separate, confirmed early-delete action; it cannot override linked-record protection.

After acceptance and assignment, choose View document for PDF, picture, text, or CSV files. PDFs have Previous, Next, Zoom, and Read page text controls. Only organization document admins can download files, including through a copied link. If a Word, Excel, PowerPoint, scanned, or password-protected file cannot be read here, ask your administrator for a readable PDF copy. No file is sent to an outside viewer. Ordinary users see their own private records and authorized purchase-packet evidence; document admins manage records only within their organization. Viewing cannot prevent screenshots or other capture methods.

Choose Member vault directory → Add member vault and select an existing organization member. Their vault appears even before its first document is accepted. Use Open member vault to view or upload records for that member. This does not invite a new person or change anyone’s permissions; manage organization access under Organization setup.

Open the correct client or member folder. Check Review inbox for pending submissions and Assigned records for accepted files. Directory totals include all matching documents, not just the current page. Use Load more records for older files and Refresh directories & records after another administrator makes changes.

You and your organization's authorized document admins can access records assigned to you. The new name does not let ordinary members browse other users or clients. If an admin assigns a file to a different member or client, it leaves your area. Purchase-request attachments stay with their request and are available to authorized reviewers there.

Each user gets a private record area inside their organization. The areas use TellerMundo's shared database and private file storage, with access checked for each user and organization. You do not need to create or manage a separate database.

Add the business to your vendor records and enter the relevant contract. Collect its quotes through your existing communication channels and add them to a controlled acquisition packet. Your team reviews the packet, records the purchase order and delivery, and matches receipt and transaction records. Sending an order, paying the subcontractor, and ordinary email communication still happen through your existing tools.

Adding a vendor does not create a login. TellerMundo does not yet have a subcontractor portal restricted to only that vendor's assigned jobs. Review an outside person's organization role before granting membership.

Today, use CSV imports to bring transaction records in and CSV exports to share reports with your accounting process. Imported records go through review before posting. The connector framework supports building and testing future connections; a specific bank, card, accounting, or AI service still needs its own configured integration.

Decisions and comments are visible in the app. Automatic workflow emails need a configured mail delivery service. TellerMundo records purchasing activity; your existing purchasing and banking tools carry out orders and payments.

Open Appearance at the bottom of the left navigation. On a phone, open Sections, then choose Appearance. Choose Original green, Blue, or Red. Original green and cream is the default. Your choice is saved for your account in this browser; it does not change another person's colors, your records, or the administration workspace. Choose Original green to switch back. A different browser or device starts with the default until you choose a color there.

Your active role may not include that work. Check the organization and role shown at the top of the portal, then ask an administrator to review your access. The Administration Workspace requires a separate, explicit authorization.

Choose Join an organization and enter the company code your employer gave you. Your request must be approved. If you lead a new organization, choose Set up an organization instead.

The Product tour is a separate fictional demonstration. A Practice organization opens inside the real portal, saves changes in the database, and lets you try requests, transactions, budgets, and setup when your role allows it. It stays labeled Practice and must never contain real or sensitive information.

Open Organization setup → Invite & approve. Choose a non-administrator role, set the limit and expiration, then copy the code when it appears. The readable code is shown only once. Review the person's verified email, title, phone, and note before approving or denying the request.

Open People & contacts. Active members can add their own job title, phone number, and preferred contact method. Email comes from the verified sign-in account.

Check the selected fiscal year. Only posted transactions count as spent. Draft, imported, pending-review, and approved transactions do not count as posted spend.

The planner uses APR divided by 12. Card issuers may use average daily balance, payment dates, fees, new purchases, credits, promotional rates, or penalty rates. The issuer’s statement and payoff quote control.

Open Reconciliation and look for an unresolved duplicate alert. Also check for missing financial coding or an open exception.

This is expected. Preview does not create transactions. Committing creates pending-review transactions. An authorized person must review, approve, and post them before they count as spend.

Open Import history and request cancellation. Explain what went wrong. A different user with import approval access must authorize it. TellerMundo keeps the original batch and audit history. If any linked transaction is already approved, posted, voided, or in exception handling, correct those records individually.

Your ticket is still saved in TellerMundo and remains visible in Helpdesk. InfraForge must finish connecting the new support address and approved mail relay before the notification can also be sent by email.

Do not create a second record to hide the first one. Open Correction queue, choose the posted transaction, and request a reversal. A different authorized user must approve it. An approved reversal changes the record to Voided so it no longer counts as posted spend, while the original amount, reason, and decision history remain visible.