Releasenotes May 2024
Spend Cloud Web
Integration with Visma.net requires action
For our customers using a web service with Visma.net, please take note of the following message. In the coming week, we'll also reach out to individuals concerned via email.
As of June 1st, Visma.net will discontinue support for the current linking method with the Spend Cloud. To seamlessly transition to the new linkage, we kindly request a one-time action from your side. The process is as follows:
- We generate a one-time code upon request. This code is valid for five days.
- Someone with Integration Administrator rights in Visma.net must enter this code in the Visma App Store.
- After linking, you send us the Tenant ID. We use this to initiate the integration from our end.
You can find detailed instructions in the portal.
Send an email to support@proactive.nl to receive a code and initiate this process.
Procurement Module: Order requests in the shopping cart now trigger a dashboard action
When a purchaser creates an order request but does not yet send it, it remains open in the shopping cart. In such cases, an action is now displayed on the user's dashboard. This helps users remember they still need to send the order and prevents delays in the ordering process. Additionally, we have made some navigation improvements on the requests page, making it even easier for users to find what they want to order.
Invoice Processing Module: Default period +/-1 relative to invoice date
In the Spend Cloud Portal, customers frequently indicated via the community that for certain creditors, the default period of an invoice should automatically be set one period earlier or later relative to the invoice date. Currently, the period is automatically determined based on the invoice date. However, many creditors use invoice dates that do not align with the period to which the expenses relate. Therefore, it is now possible to adjust the automatically filled period per relationship.
Spend Cloud Tip: enhance invoice automation
In March, we hosted a themed webinar on XML invoice processing. When coding an invoice, the goal is to minimise manual tasks. For this, we have another special tip. One of the features within the administration and/or the relationship is the ability to automatically populate the description from the header and transfer it to the invoice line(s) automatically. This significantly reduces manual effort and represents a move towards fully touchless invoice processing. Read more in our knowledge base!
Cash & Card Module: Moving a book without unlinking roles
It is now possible to move a book to another organisational unit without first unlinking any roles. Employees linked to the book with a role are automatically unlinked. When using a Cash & Card function profile, the existing roles in the new organisational unit are automatically linked to the book. This saves a lot of manual work. To move a book, navigate to Application Management / Cash & Card / Books and edit the book by clicking on the pencil icon.
Cash & Card Module: Setting a liable card owner
It is important to set a liable card owner for each Spend Cloud Card. This way, only the liable card owner can confirm online payments via the app (see more information later in this email), and only the liable card owner can pay with Apple Pay (not yet available for all customers).
To set a liable card setting, navigate to Application Management / Cash & Card / Card Management and edit the Spend Cloud Card by clicking on the pencil icon. At the bottom, you will find the 'Liable card owner' field. In Application Management / Cash & Card / Card Management, you can easily identify in the overview column 'Liable card owner' which card does not yet have an assigned employee.
Spend Cloud App
Cash & Card Module: Confirm online payments with a Spend Cloud Card using the app
Previously, to authorize an online payment with a Spend Cloud Card, 3DS with SMS had to be enabled for each card. Now, instead of receiving a code via SMS, online payments can be confirmed through the Spend Cloud App. Ultimately, the use of 3DS with SMS will be completely phased out. For more details and user instructions, please refer to the knowledge base.
We have also sent a comprehensive email to Cash & Payments administrators regarding this update on Tuesday, April 30. You can access and review this email online.
Releasewebinar (Dutch only)
Related Articles
Release notes April 2024 (EN)
Spend Cloud Web Applying XML field formatting to an already added invoice When adding an XML invoice, the invoices might not be properly interpreted. In such cases, it is necessary to modify the field formatting, which determines how an invoice is ...Releasenotes June
Procurement Module Creating and sending service orders Soon, we will launch a new feature in the Spend Cloud that allows you to easily create service orders. This is ideal for hiring consultancy firms, requesting cleaning services, repair work, or ...Release february 2024
Spend Cloud Web Verification status of balance accounts In our pursuit of enhancing user experience in the Spend Cloud, we have implemented an adjustment that provides you, as the application manager, with quick access to the verification status of ...July release 2021
New in the Spend Cloud Module Invoice Processing Permanently disapprove from the Disapproved menu From this month onwards you can also directly permanently disapprove an invoice from the Disapproved Menu while editing the invoice. That saves you ...November release 2020
New in the Spend Cloud Logo change You may have noticed that we refer to the software as Spend Cloud instead of ProActive. We decided to make this distinction between the company (ProActive) and the product (Spend Cloud) official as of this month! ...