Collective encoding

The Collective Encoding section provides an overview of all not (fully) encoded entries within the Spend Cloud. Module owners of the Cash & Card module have the option to encode these entries centrally or they can use the overview to gain some insight into how many entries still need to be encoded in order to close the period(s).

Collective encoding is a configuration setting. If you do not see this menu item and if you are interested, please contact our support department.

Collective Encoding can be very useful if Batch Closing is used. In the situation Batch Closing raises an error message that not all books can be closed, because not all entries are encoded yet, this section can immediately provide an overview of all entries that have not yet been (fully) encoded. All entries of the given period(s) can be encoded in order to close all books via Batch Closing.

Even if Batch Closing isn't used, Collective Coding can offer advantages. If, for example, the Progress overview shows that several books have not yet been closed, this section provides an overview of all entries that still need to be coded in order to be able to close the period(s).

The Batch close function can only be used by module owners of the Cash & Card module. 

Filters

By default all not (fully) coded entries are displayed, but it is also possible to show a selection of entries. For example, if you only want to see the bookings of the passbooks in a certain period, make a selection on 'Book type' and 'Month'. Choose 'Card book' under type of book and select the desired period(s), then click on the 'Select' button. You will now only see the not (fully) coded pass bookings for the selected period(s).

In addition you can also apply a selection to a group of books, for example by making a selection on a certain Administration and/or a group of Organizational Units.

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