What can you do with the Spend Cloud Portal?

What can you do with the Spend Cloud Portal?

From your Spend Cloud environment, you can navigate to the Spend Cloud Portal. In the portal, you will find:

1) All instructions for tasks you can perform in Spend Cloud. This is referred to as the Knowledge Base.
2) All submitted wishes for our software development. This is called the Community and is accessible only to application administrators.

First, you need to log in to Spend Cloud. More information on that can be found here.

By clicking on the question mark in the blue menu bar at the top of the Spend Cloud, you will enter the Spend Cloud Portal. You will be directed to an article explaining the page you were working on at the time you clicked the question mark. For example, if you were coding an invoice, you will navigate directly to an explanation of how to code an invoice.



In the Spend Cloud Portal, you can also search for instructions on your own. You can do this by typing a specific keyword into the search bar. You will receive immediate suggestions for articles related to your search term. Additionally, you can click on the module you want to learn more about.

The Spend Cloud Portal provides instructions for all modules available in Spend Cloud. Note that not all modules may be used in your Spend Cloud instance.

Community (Accessible to application managers only)

At the top of the Portal, next to the Knowledge Base, you will see the Community section. As an administrator, you can use this section to submit ideas and start discussions with other administrators. If you are not an administrator, you can click on 'Community,' but you will not see any further information.

Administrators gain access to the community the second time they log in to the Spend Cloud Portal.

In the community, you can vote on ideas submitted by other application administrators and leave comments if you have suggestions. You can also submit your own ideas. Please always check if the idea already exists before submitting to avoid duplication and keep ideas organized. Try to describe your idea concisely but clearly and give it a meaningful title so that other administrators can easily understand its subject.

We regularly review the ideas in our community and base our development decisions on them.

My Tickets

While the knowledge base articles can help you find most answers to your user questions, you may still require assistance. Application administrators can submit tickets to our support department. In the 'My Tickets' section, you can view the status of the submitted tickets.

If an end user contacts our support department, they will be redirected to the application manager within their organization, as we are unable to provide direct assistance to end users.

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