Monitor the process
Addressing Differences in bunq account and Spend Cloud Bankbook
We have noticed discrepancies in some cases between the balance of the bunq account and the balance in the corresponding bankbook in the Spend Cloud environment. This article explains how these differences may arise, how to resolve them, and our ...
Cash & Card archive
The Archive has received a new format (formerly known as 'Reports' and 'Transaction Overview'). The Archive Page You can find all transactions through Cash & Card / Archive. This includes both card transactions and bank transactions. On the right ...
Trustee report
When your organization deals with clients or residents, there might be a need to generate trustee reports. This article provides more information on how you can do this in Spend Cloud. What is a Trustee Report? When someone is under trusteeship, they ...
Collective encoding
The Collective Encoding section provides an overview of all not (fully) encoded entries within the Spend Cloud. Module owners of the Cash & Card module have the option to encode these entries centrally or they can use the overview to gain some ...
Batch close
To close all books within a period at the same time, select the period (s) you want to close in the Batch close menu. Then click on the 'Close' button to close the books within the selected period (s). Batch close is a configuration setting. If you ...
Monitor entries progress
In the Progress section of Cash & Card, you can gain insight into the current processing status of cash or bank transactions in Spend Cloud. All books are displayed in this overview, and through colors, you can immediately identify which cash ...
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 ...