I cannot find the right creditor during encoding

I cannot find the right creditor during encoding

There may be various reasons why you cannot encode the correct creditor in an added invoice. In this article, we will discuss the possibilities.

The creditor still needs to be added in Spend Cloud

It's possible that this concerns a new creditor that has not been added to Spend Cloud yet. Check if the creditor exists via Application Management / General / Relations. If the creditor does not appear in this overview, it needs to be added.

Depending on your settings, you may find a plus icon next to the creditor field. If this is not the case, you either don't have the correct permissions, or the creditor needs to be registered in the financial package. When adding a creditor in the financial package, you can then export the complete list of creditors and import it back into Spend Cloud under the menu item Relations (if not done automatically).

Adding a new creditor:


In a user profile, you can add rights for creating creditors when encoding an invoice. To do this, check the option "Unknown creditors" in the rights for coding invoices. You can also tick the rights to create and assess creditors from the relations overview under "Relations" in Application Management / General.

For detailed information on how to add a creditor, we refer you to this article

Separate list of creditors per administration

Depending on your settings, separate lists of creditors may be used per administration. This means that when coding, the list of creditors is filtered based on the administration to which the invoice belongs. It's possible that the creditor has not been added for that specific administration. Here again, you can add it using the plus icon next to the field or you need to first add the missing creditor with the corresponding administration in the financial package and then export and import it into Spend Cloud.

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