Additional relevant articles
Delete data from the Spend Cloud (GDPR)
It is now known to everyone that you cannot store data and personal data indefinitely. After the data has served its legitimate purpose, it must be deleted. This can be read in article 5.1. of the GDPR. In this article we will tell you how the Spend ...
Visma.net - connecting via Service API based on the OAUTH 2.0-protocol
Renewed authentication visma.net As of June 1st, Visma.net will no longer support the current method of linking with Spend Cloud. The current method, which requires fetching a new access token (a key for accessing Visma.net) annually, will be ...
Deleting data within Invoice Processing
Within the Spend Cloud, we process a lot of data. In principle, we do not delete data unless requested. Users can delete emails themselves using the housekeeping functionality within the Spend Cloud. This is currently the only place where customers ...
Administrator information on the dashboard
By clicking on the Spend Cloud logo in the top-left corner of the blue bar, you access your personal dashboard. If you are an (module) administrator of one or more modules, you will also see administrator information on your dashboard. You only see ...
Data retention
Due to GDPR regulations, we are not allowed to retain collected data longer than necessary. To comply with these regulations, you can now define retention periods for specific data in Spend Cloud. In this article, we will explain step by step how to ...
The Optimization menu
If the general optimization menu item is enabled in the configuration of your Spend Cloud, you can find this menu under Application Management / General / Optimization. The optimization menu provides advice on which cost center is best to set as ...
Emails
In the menu section Application Management / General / Emails, you can add notes to the standard notifications that are sent from Spend Cloud. The automatically generated emails have received a new design. While the old email notifications had a ...
Create dashboard messages
In the menu section "Messages" under the general application management, you can create announcements that will appear on the dashboard for users or other administrators. You will also find an overview of all previously created messages. Adding a ...
Countries
For the Cash & Card, Invoice Processing, and Procurement modules, you can add countries via Application Management / General / Countries. Why is adding countries important? The countries you add in this menu can be selected when editing card ...
Popular Articles
How can I receive XML invoices in the Spend Cloud?
The (design) objective of XML is simplicity, uniformity and usability. In order for these invoices to be read by all computers worldwide, certain rules have been laid down on how an XML invoice must be constructed. This set of standard rules ...
Hi I’m DIRK, your knowledge navigator
Hello and welcome! As of June 10th, the Spend Cloud Portal has a new name: DIRK. You might be wondering, "Who is Dirk, and why is everything named after him?" Well, we’re excited to share the story behind this change. This change was done in honour ...
July release 2020
New in Spend Cloud web Module Invoice Processing Filter on search fields 'employee' We have created a new filter setting that allows filtering based on a User's Organisational Unit (OU). For example, a user who wants to filter for an employee in the ...
Top menu (blue bar)
The blue bar at the top of the screen is called the 'Top menu'. By clicking on the Spend Cloud logo, you can return to the dashboard from any page. If your organisation has several sets of administrative records, you can indicate a preferred set in ...
Dashboard widgets
There are several widgets on the dashboard. You can drag these widgets across the screen by clicking on the title bar, holding down the mouse, dragging the widget to where you want it, and releasing the mouse. Messages This widget shows ...