Top menu (blue bar)
The blue bar at the top of the screen is called the 'Top menu'. By clicking on the Spend Cloud logo, you can return to the dashboard from any page.
If your organisation has several sets of administrative records, you can indicate a preferred set in this menu bar. By choosing a preferred set of administrative records, the system will use this set to pre-fill fields when processing invoices, submitting expense claims and creating purchase orders. This set of records will also be automatically added as a filter for overviews, immediately sorting the data according to the preferred set of records. Of course, you can switch to a different set of records when necessary.
The white hand giving a thumbs up is the feedback button. Click this button to leave feedback for the developers of Spend Cloud. You can use an emoticon to indicate whether you are happy with a page, for instance, and suggest possible improvements.
You can also add your ideas for improvements in the community.
If you click on the question mark in the menu from any page in Spend Cloud, you will automatically be redirected to the right section of the manual with more information about the page in question.
If you are subbing for a colleague while they are away, an extra button will be added to the blue bar, which you can use to switch to your colleague’s environment. For more information, go to the page on Absence.
On the far right of the top menu, you will find a drop-down menu under your name. Read more about My Profile, Absence, and Notes.
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