Financial data
How can we incorporate our modified/new organizational structure into Spend Cloud?
Significant changes within an organization, such as a reorganization or the establishment of a new administration or department, may lead to misalignment between the Spend Cloud configuration and the organizational structure and employee roles. The ...
Currencies
By default, a Spend Cloud environment is configured with the Euro (€) currency, but you can also work with other/foreign currencies. When enabled, you'll find the currency settings in the Application Management / General / Currency menu. With the ...
Closing an administrative period
In the Spend Cloud, you can administratively close a period. This can be done once a period is closed in the financial package. When you also administratively close the period in the Spend Cloud, all exports are automatically posted to the next ...
Free fields
Adding and Managing Free Fields In Spend Cloud, you can utilize various specifications for coding invoices, contracts, and orders. By default, we have general ledger accounts, cost centers, and cost carriers (optional). Additionally, there are three ...
Terms of Payment
Within the Spend Cloud, the Terms of payment are used when encoding invoices and indicate within which term the invoices need to be handled. From the menu item Terms of payment in the Applicationmanagement> General, an overview can be seen of all ...
Add a new cost unit
In the menu section Cost Units, you'll find all the cost units added in Spend Cloud. Here, you can manually add a cost unit or import cost units. From the overview, you can also link organizational units and books. Cost units are an optional field ...
Adding a new cost centre
Cost Centers In the "Cost Centers" menu section, all cost centers added in Spend Cloud are listed. Here, you can manually add a cost center or import a list of cost centers. Within the overview, you can also set up a workflow, link organizational ...
Setting an encoding matrix
With a coding matrix, you can determine the available options for a specific field for each general ledger account. You can set up a coding matrix when adding a new general ledger account, or you can set it up later. To do this, navigate to ...
Adding a ledger
In the menu section 'Ledger', you'll find an overview of all general ledger accounts. Here, you can also add new accounts and modify data. Adding General Ledger Accounts At the top of the general ledger account overview, you'll find the 'Add' button. ...
Adding a new VAT rate
In the Application Management / General / VAT menu, you can maintain different VAT rates. The overview lists the rates that have already been added. At the top of the overview, you can create a new percentage by clicking the 'Add' button. Adding a ...
Adding or edit an Administration
In the menu section 'Administrations', you can add a new administration or remove an administration, as well as view or edit the details of existing administrations. Adding an administration You can add a new administration by clicking on 'Add' at ...
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 ...