Creating a client booking
Depending on your settings, you may be able to register an entry in a client’s name. When accounting for a transaction or adding an entry, you can select a client or client group.
To post the entry to a single client, click ‘Client’ to open a list and select the client in question. After filling in all other details and saving the entry, you will see in the overview that the entry was made in the name of the selected client.
In some cases, you may have to split an entry across several clients. For this purpose, Spend Cloud lets you set up client groups. Clicking the round arrow icon next to the ‘Client’ field lets you switch from a list of individual clients to a list of client groups. Select the client group in question from this list before making a sub-selection from the clients in this list in the field below.
Depending on the type of entry, you can provide more information on the entry after saving it.
Related Articles
Adding a book
In Spend Cloud, every transaction is recorded in a book. Depending on the type of transaction you want to record, you can create different types of books in the 'Application Management / Cash & Card / Books menu. Adding a Book At the top of the Books ...
Add a new entry
In a cash book or a combined cardbook (which also displays card transactions), you can add a entry for cash expenditures or income. You can register these by clicking on the 'Add Entry' button at the top of the entry overview. The data at the top of ...
Client groups
When working with clients in the Spend Cloud, it is necessary to create client groups. A client group bundles a number of clients and helps manage the administration of client expenses as effectively as possible. Creating a client group To create a ...
Coding entries
All transactions made with your Spend Cloud card or bunq card are immediately displayed in Spend Cloud. You can find these transactions in the book linked to your card. You can view the transaction book on your computer in the Cash & Card / Entries ...
Encoding entries in the app
When you log in to the Spend Cloud App, you will arrive at your personal dashboard. At the top of the app's dashboard, you will see the cards for which your organization has registered you as the cardholder. These can be bunq cards or Spend Cloud ...