Performing actions in the app: instructions laid out
In addition to the web version of Spend Cloud, we also have an app where you can perform your actions via your phone. By using the app, you are no longer dependent on a computer. Actions performed in the app are immediately visible in the web version.
Here are all the instructions about our app summarized, so you can quickly access the right information:
Installation and Logging In
- Find all the information here about installing the app and logging in.
- Check here how to manage the app settings.
Assessing invoices via the app
- Read the instructions here on how to review an invoice via the app.
Actions within the Procurement Module
- More information about assessing procurement orders via the app. can be found here.
- In this article you can read more about registering receipts for procurement orders via the app.
Actions within the Cash & Card module
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More information about coding a Cash & Card transaction in the app can be found here.
- When working with cash, it's often necessary to do a cash count. Learn how to do this in the app here.
- Learn here how to close a period in the app and how to review it.
- Read here how to confirm an online payment with a Spend Cloud Card via the app.
- Everything about managing your card settings can be found here.
Actions within the Expense Claim module
- In this article you will learn how to create an expense claim and send it for assessment via the app.
- Read more instructions about copying or deleting an expense claim via the app here.
- In this article you will learn how to assess an expense claim via the app.
Through the app's settings, you can directly log in to the Spend Cloud Portal to access all instructions about the app. In the app, tap the menu button at the bottom, go to 'Settings', and under the 'Support' section, select 'Knowledge Base'. This will take you directly to the app instructions.
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