Managing master 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 this is enabled in the configuration settings (these settings can be accessed by the Support department or a ...
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 ...
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 free fields that you can fill in ...
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 ...
Adding and managing cost units
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 ...
Adding and managing ledgers and the encoding matrix
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 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 do I get the ISAE 3402 type 2 statement from Visma | ProActive?
The accountant will need various data for this audit. You can request our ISAE 3402 Type 2 statement by emailing privacy@proactive.nl. We usually have the latest statement available in March or April. Other data is available within the Spend Cloud ...
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 ...
Assessing Invoices – From A to Z
Within your organization, invoices are processed digitally, exported to your financial system, and from there, the invoices are actually paid. By using the Spend Cloud, everything is digitized, and the process is optimized, allowing you to free up ...
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 ...