My Profile
Under the dropdown menu below your name, you'll find "My Profile." On this page, you can specify several preferences that apply specifically to your Spend Cloud environment. These include both general settings and module-specific settings.
Profile Settings
Under profile settings, you'll find your username and the email address where you receive notifications from Spend Cloud. If you've forgotten your password, this is also the email address where you'll receive an email when requesting a new password.
While logged in, you can create a new password here. Spend Cloud will immediately indicate whether the entered password meets your organization's requirements. By clicking "Save" at the top, the new password becomes active immediately.
General
Under "General," you can adjust several general preference settings. Some of these settings relate to the use of overview pages. Additionally, in some cases, you can specify whether you want to receive export reports via email. This is possible only if you are a module administrator for a module that involves exporting, such as Invoice Processing and Cash & Card.
Language settings
Here, you can set the language in which Spend Cloud is displayed. If you change the language, you must log out and then log back in to Spend Cloud before the newly chosen language is displayed. In the chosen language, if available, Visma | ProActive mailings will also be sent.
If you cannot set another language in your profile settings, it may be because it hasn't been enabled for your Spend Cloud environment. You can contact our support department (only for application managers) to make other languages available. Besides Dutch, Spend Cloud can be made available in English and German.
Module Settings
For each module available to you, various settings are possible. You can specify certain default values for fields. These default values will be automatically filled in for you when creating an expense report or a purchase order. The following settings are available per module.
- Expense claims
For the Expense claimmodule, you can set several default values. When you enter a value here, it will be pre-filled when creating a new expense claim.
- Procurement
For the Procurement module, you can indicate whether you want to see amounts including or excluding VAT, or both. You can also specify which delivery addresses you want to be able to choose when creating an order. By default, you see all available delivery addresses. If you make a selection of delivery addresses here, you will only see these delivery addresses when creating an order. If you see only one delivery address, this will be chosen by default when creating an order. You won't be able to select another delivery address. Finally, you can choose some default values. When you fill in something here, this value will be pre-filled when creating an order.
- Cash & Card
For the Cash & Card module, you can indicate how many bookings you want to see per page by default.
- Invoice Processing
For the Invoice Processing module, you can specify whether you want to open the invoice directly in a separate window when you open it in Spend Cloud for certain menu items. For example, when you are coding an invoice, the PDF of the invoice will open in a separate window.
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