Cash & Card User Manual Client Expenses - Booking process, client management and booking on a client

Cash & Card User Manual Client Expenses - Booking process, client management and booking on a client

In this manual you will be referred to different pages within the Spend Cloud Portal. If you follow them step-by-step, you get a complete picture of how the booking process goes when booking on a client, how you as an administrator can set up various things in the Spend Cloud with regard to client expenses and then how you can actually make a client booking.

  1. login
  2. Spend Cloud Dashboard
  3. Create a client group
  4. Manage clients
  5. Make a client booking
  6. Customer transactions and customer posting path for customer sales order line
  7. Generate a trustee report

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