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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 ...
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 Spend Cloud, it's possible to automatically add data such as creditors, general ledger accounts, cost units, cost centers, and employees at the click of a button. If you want to use this feature, you need to add an import definition in the ...
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
Adding custom fields
It is possible to create custom fields in Spend Cloud. These custom fields are visible when registering contracts. For example, you can add 'License Plate' as a free field, so that you can register the license plate of the car for a lease contract. ...
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 ...