Configuration settings in the Spend Cloud
In the "Configuration settings" menu, you can find settings that affect the setup of your Spend Cloud environment. Access to this menu can be configured in the rights menu per rights set.
Make sure you understand what each setting does before making any changes. During the implementation of your Spend Cloud environment, you can always contact your Visma | ProActive Consultant for advice. If a module is already implemented, you can reach out to our support department for assistance.
The configuration settings that influence the entire Spend Cloud can be found under "General." Additionally, there are configuration settings specific to certain modules and settings related to imports and exports. As an administrator and/or partner, you can see all the relevant settings for your role. However, settings that you are not allowed or able to modify will be displayed in gray. When your environment is live, you will see fewer settings than in a pre-production environment. This prevents accidental changes that could have a significant impact within a live environment.
Once you have made changes to a setting and clicked on "Save," you will need to log out and log back in to activate the changes. You do this by clicking on your name in the top right of the Spend Cloud, next you click on logout in the menu. When you log in again, the changes will be visible in your Spend Cloud environment. This also applicable for other users.
Each setting has a blue icon with an exclamation mark. When you hover your mouse over it, you will see a brief explanation of that setting.
Currently, the settings and explanations are available only in English, regardless of the language settings in your environment. If necessary, you will find articles for all available config settings per module in the knowledge base, with a Dutch explanation per setting. See the articles below for an instruction for the available settings per module.
- General configuration settings
- Invoice processing configuration settings
- Contract management configuration settings
- Commitments configuration settings
- Expense claim configuration settings
- Procurement configuration settings
- Cash & Card configuration settings
- Analyses configuration settings
- Import/export configuration settings
Related Articles
Configuration settings for Analyses
In the menu section "Configuration Settings / Analysis," you will find settings that apply to the Analysis module. For more information about configuration settings, refer to this article. Make sure you understand what each setting does before making ...General config settings
In the menu section "Configuration Settings / General," you will find settings that apply to the entire Spend Cloud. These settings cover aspects such as login settings, password requirements, language settings, and organization details as configured ...Permissions and roles within the Spend Cloud
During the implementation process of Spend Cloud, an organizational structure is established. You can find this structure under Application Management / Organization / Structure. The structure serves as the foundation for the operation of Spend Cloud ...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 ...Delete data from the Spend Cloud (GDPR)
It is now known to everyone that you cannot store data and personal data indefinitely. After the data has served its legitimate purpose, it must be deleted. This can be read in article 5.1. of the GDPR. In this article we will tell you how the Spend ...