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. Below, we will go into further detail regarding the various buttons in the top menu.
Preferred administration
If your organization consists of multiple entities (administrations), you can select a preferred entity in this menu bar. By choosing a preferred entity, it will be treated as the primary one and will be pre-filled for you when, for example, processing invoices, submitting expense claims, or creating purchase orders.
This entity is also set as a filter on overviews, ensuring that data is immediately sorted by your preferred administration. You can still manually adjust the entity on the relevant page should it happen to differ from your preferred setting.
Ask DIRK
This button opens a menu with several options:
- DIRK Knowledge Base: Takes you directly to our Knowledge Base containing all information articles regarding the setup and functionality of the Spend Cloud. Using this button within a specific menu section will often lead you directly to an article about that specific feature.
- DIRK Chat Help: Offers the opportunity to ask our AI assistant, DIRK, questions about the Spend Cloud. You can read more about the AI assistant in the following article: DIRK Chat Help.
- DIRK Success Center: A central hub for important information and optimization tips regarding the Spend Cloud. This button is only visible to application administrators.
Replacing a Colleague
If you are filling in for a colleague during their absence, an additional button will appear in the blue bar allowing you to switch to the environment of the colleague you are replacing. You can read more about this in the article:
Replacing an absent colleague.
My Profile
On the far right of the top menu, under your name, you will find a dropdown menu with various sections such as
My Profile,
Absence, and
Notes.
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