Set your preferences via My Profile

Set your preferences via My Profile

In the dropdown menu under your name, you will 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 will find, among other things, the email address where you receive notifications from Spend Cloud. If you have forgotten your password, this is also the address where an email will be sent to request a new one.

If you are 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 instantly.
Notes
Note: If you log in via Single Sign-On (SSO), you must change your password within that specific environment and not in Spend Cloud.

General

Under the General section, you can adjust several preference settings. Some of these settings relate to the use of overview pages. Additionally, you can sometimes indicate whether you want to receive output reports of exports via email. This is only available if you are a module administrator for a module that involves exporting, such as Invoice Processing or Cash & Card.

Row Height in Overviews
Set the spacing between items (such as invoices, orders, and contracts) in overview lists.

Default Number of Items per Page
The number of items displayed per page in overviews.

Show External Documents Directly
When you hover your mouse over a document (such as an invoice or booking attachment), this setting provides a preview. (Note: This only works if your browser and the installed PDF viewer on your computer support this feature.)

Send Output Report via Email (Administrators Only)
Receive a report of the exports you have started via email. Selecting "Excluding mailbox processes" excludes emails sent when you add/process an invoice from the mailbox.

Language Settings

Here you can set the display language for Spend Cloud. After changing the language, you must log out and log back in for the changes to take effect. If available, Visma | ProActive mailings will also be sent in the chosen language. Spend Cloud is available in Dutch, English, and German. If you cannot select one of these languages, please contact your application administrator to adjust this in the configuration settings.


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.

Different settings are available for each module you have access to. You can set default values for specific fields, which will then be pre-filled for you—for example, when creating an expense claim or a purchase order.

Expense Claims

For the Expense Claims module, you can set default values for the following fields:
  1. Organizational Unit
  2. Preferred Address
  3. Cost Center
  4. Administration

Procurement

Within the Procurement module, you can also specify various preferences. An important setting here is selecting which delivery addresses you want to be available when creating an order. By default, all available delivery addresses are shown. If you make a specific selection of delivery addresses here, you will only see those addresses when creating an order. If only one delivery address is selected, this address will be chosen by default when creating an order, and you will not be able to select any other delivery address.

VAT Display
Choose whether you want to see amounts including VAT, excluding VAT, or both.

My Delivery Addresses
Check the addresses you wish to select from when composing an order. If nothing is selected, all addresses will be shown. If a specific address is missing, contact your administrator.

Default Values for New Order Requests
The following fields can be automatically filled:
  1. Delivery Address
  2. Administration
  3. To be received by (Group or Employee)
  4. - Group (when to be received by is set to Group)
  5. - Employee (when to be received is set to Employee)
  6. To be ordered by (The employee responsible for sending the order to the supplier once approved)


Cash & Card

For the Cash & Card module, you can set the default number of transactions/bookings displayed per page.

Invoice Processing

For Invoice Processing, you can specify whether you want to open the invoice in a separate window automatically for certain menu items. This applies to:
  1. Mailbox
  2. Coding
  3. Assess 
  4. Disapproved
  5. Verify
  6. Export
Tip: If you work with multiple screens, drag the PDF window to your second screen. The system will remember this and open the PDF on that screen in the future.

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