The Optimization menu

If the general optimization menu item is enabled in the configuration of your Spend Cloud, you can find this menu under Application Management / General / Optimization. The optimization menu provides advice on which cost center is best to set as default for a specific general ledger account.

Do you want to learn more about the optimization menu within invoice processing? Then read the following article: Optimization menu invoice processing

How does the optimization menu work?

In the optimization menu, you have the option to set default cost centers per general ledger account based on a recommendation. The optimization can reduce the margin of error and require fewer actions during coding since a default is already set. This can still be overridden by the coder if necessary.

On the left side of the page, there's an option to set a minimum usage percentage:

This allows you to determine how often a general ledger-cost center combination needs to be chosen during coding in the past before a recommendation appears.

Please note: You cannot use the 'Optimization' menu if the coding matrix functionality is already in use. With a coding matrix, there's also an option to determine for each general ledger account which 'general ledger subaccount' combination is either limited or mandatory. This is why this menu is unnecessary if the coding matrix is being used.

Don't see the optimization menu? First, check if it needs to be added to your access rights. If it's not there either, our Support department can activate it for you (only for application administrators).

• Related Articles

• Encoding options per employee

  In the optional menu Application Management / General / Coding Options, you'll find an overview of employees who have the rights to code purchase orders and/or externally code invoices in the Invoice Processing module. In this menu, you can link ...

• Configuration settings in the Spend Cloud

  In the "Configuration settings" menu, you can find settings that affect the setup of your Spend Cloud environment. Access to this menu can be configured in the rights menu per rights set. Make sure you understand what each setting does before making ...

• Adding and Managing Free Fields

  In Spend Cloud, you can utilize various specifications for coding invoices, contracts, and orders. By default, we have general ledger accounts, cost centers, and cost carriers (optional). Additionally, there are three free fields that you can fill in ...

• Adding a new cost centre

  Cost Centers In the "Cost Centers" menu section, all cost centers added in Spend Cloud are listed. Here, you can manually add a cost center or import a list of cost centers. Within the overview, you can also set up a workflow, link organizational ...

• Import coding matrix via a CSV file

  To import specifications with the "From file" administration option, the following should be included in the file: File for cost center specifications: Administration number; General ledger account number; Cost center code File for cost unit ...