Spend Cloud Cards
Confirming online payments with a Spend Cloud Card: when multiple users are working on one phone
When a cardholder wants to make an online payment with a Spend Cloud Card, it's necessary to confirm this payment through the Spend Cloud app. This is an additional security measure. The user needs to activate the confirmation of online payments for ...
The liable card owner
In the card settings of a Spend Cloud Card, you can set a responsible card owner. To do this, 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 ...
Maintaining control over Spend Cloud Cards in combination with Apple Pay
When the user owns an iPhone, it is possible to add a Spend Cloud Card to the wallet of their phone. This functionality is only available for iPhones (and possibly also for iPads or Apple Watches). This allows payments to be made in-store using the ...
Toolkit for the use of Spend Cloud Cards
Useful information on how to use the Spend Cloud Cards Give employees payment freedom with a smart debit card with their own balance and stay in control. Employees make purchases easily, avoid complicated expense claim processes and have time for ...
What data do I need to open a balance account for Spend Cloud Cards?
To work with Spend Cloud Cards, a balance account must first be created. The money spent with Spend Cloud Cards will be deducted from this balance account. Before onboarding a balance account, it's essential to gather or prepare the following ...
General information Adyen (balance account)
When you start using Spend Cloud Cards, you will have a balance account with Adyen. To open a balance account, you can navigate through Spend Cloud (Application Management / Cash & Cards / Balance Accounts). Additionally, you transfer funds to this ...
Managing the settings of a Spend Cloud Card
To manage the settings of a Spend Cloud Card as an administrator, go to Application Management / Cash & Card / Card Management. Click on the pencil icon next to the card you want to edit. You will now see various settings. Setting Up Payment Methods ...
Activating a Spend Cloud card and linking it to a book
Once you have received your requested Spend Cloud Cards, you need to activate and link them to a cardbook before they can be used. This article explains how to do so. Activating Spend Cloud Card Navigate to Application Management / Cash & Card / Card ...
How do I replenish the balance account of the Spend Cloud cards?
When working with Spend Cloud Cards, a balance account is set up. The money spent using Spend Cloud Cards is deducted from this balance account. Viewing the balance of the balance account In Spend Cloud, you can view the current balance in the ...
Order a new Spend Cloud card
You can directly order one or multiple Spend Cloud Cards from within Spend Cloud if these are the cards your organization uses or will be using for payments. In this article, we will explain how to do this. Steps for requesting a new Spend Cloud Card ...
An error message when requesting a bunq card
It's possible that when requesting a bunq card, you might receive an error message: 'An error occurred while requesting a card.' You'll see this message in an orange bar after you've filled out the application form and are trying to submit it. In ...
Client transactions and client booking process for client sales invoices
Client transactions can be created in the Spend Cloud, which can then lead to a sales invoice line in your financial package. Below is an explanation of additions within the Cash & Card module with regard to the setup in the cost types and the entry ...
Cost types
Cost types help make ledgers more specific. Ledgers can also be split up into multiple cost types cost types can be linked to one or more books. When posting an entry, employees will see the name of the cost type in question and, depending on the ...
Links
In the 'Links’ menu item, you can link cards and cash books to banking books. By doing so, cash withdrawals made with a card will immediately be registered in the linked cash book. If your organisation uses a combined cash book, you do not have to ...
Popular Articles
How can I receive XML invoices in the Spend Cloud?
The (design) objective of XML is simplicity, uniformity and usability. In order for these invoices to be read by all computers worldwide, certain rules have been laid down on how an XML invoice must be constructed. This set of standard rules ...
Hi I’m DIRK, your knowledge navigator
Hello and welcome! As of June 10th, the Spend Cloud Portal has a new name: DIRK. You might be wondering, "Who is Dirk, and why is everything named after him?" Well, we’re excited to share the story behind this change. This change was done in honour ...
July release 2020
New in Spend Cloud web Module Invoice Processing Filter on search fields 'employee' We have created a new filter setting that allows filtering based on a User's Organisational Unit (OU). For example, a user who wants to filter for an employee in the ...
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 ...
Dashboard widgets
There are several widgets on the dashboard. You can drag these widgets across the screen by clicking on the title bar, holding down the mouse, dragging the widget to where you want it, and releasing the mouse. Messages This widget shows ...