Optimization menu invoice processing

Within the Application Management of Invoice Processing, you have the option to access the 'Optimization' menu.

If you have all the rights for the application management of invoice processing but don't see this option, please contact our Support department.

Does your Spend Cloud environment not use the coding matrix and do you wish to learn more about the general optimization menu? Then read the following article: The optimization menu

On this page, you will gain insight into several settings that could be configured more effectively in your Financial Package to speed up invoice processing in Spend Cloud.

Optimization menu overview

Relations without Default General Ledger Account

It's possible that there are relations created without a default general ledger account. These are displayed in the first table. You can determine whether the user percentage is high enough to set this as a default. In your Financial Package, you can set a default general ledger account for the relation.

Relations without Default Payment Terms

There might be relations created without default payment terms. These are shown in the second table. You can determine whether the user percentage is high enough to set this as a default. In your Financial Package, you can set default payment terms for the relation.

Relations without Default VAT

It's possible that there are relations created without default VAT settings. These are displayed in the third table. You can determine whether the user percentage is high enough to set this as a default. In your Financial Package, you can set default VAT settings for the relation.

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