Import and export
Managing access tokens for connection with financial package in Spend Cloud
When you use a web service integration with your financial package, the authorization for this is often based on an access token. An access token is a key that allows your Spend Cloud to communicate with your financial package, specifying what ...
Transition to a new financial package
Introduction When transitioning to a new financial package within the organization, configuring and integrating the Spend Cloud with the new financial package is essential. The Visma | ProActive account manager can be contacted to schedule a ...
Payment methods Visma.net Financials
For customers using Visma.net Financials in conjunction with Spend Cloud, it is possible in Spend Cloud to specify separate payment methods in addition to payment terms. Application Management Settings If the above has been enabled for your ...
Import coding matrix via a CSV file
To import specifications with the "From file" administration option, the following should be included in the file: File for cost center specifications: Administration number; General ledger account number; Cost center code File for cost unit ...
Manual to start using SCP upload
You can upload files in the Spend Cloud to have them automatically processed in the import planning. To make the uploading process of these files as automated and secure as possible, it is recommended to upload these files via SCP upload using ...
Import definitions
With the Spend Cloud it is possible to automatically add data such as creditors, general ledger accounts, cost units, cost centers and employees at the touch of a button. If you want to use this, you need to add an import definition in the menu item ...
Import planning
With the Spend Cloud, it's possible to schedule automated imports. In the overview under the menu section 'Import Planning', you can find when scheduled imports will be executed, and you can add new import schedules or edit existing ones. The ...
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 ...