The setup of the module
Configuration settings for Expense claims
In the menu section "Configuration Settings / Expense claims," you will find settings that apply to the Expense claim module. For more information about configuration settings, refer to this article. Make sure you understand what each setting does ...
Where can I see who assesses which expense claim?
Administrators of the Expense Claims module can generate an overview of the procuratorship scheme for Expense Claims by going to Application Management / Organization / Roles. Make a selection for the Expense Claims module and, if necessary, for an ...
Expense claim types
When creating an expense claim, the user needs to choose an expense claim type. In the Application Management / Expense claim / Types menu, you determine the types the user can choose from. By clicking the 'Add' button at the top of this menu, you ...
Setting the expense claim procuration levels
In the menu section 'Procuration', you can set the level at which expense claims need to be assessed. Adding a New Procuration Level A procuration level allows you to specify the amount up to which an employee is authorized to assess. For instance, ...
Expense claim units
In the 'Units' menu, you can specify the units under which items can be claimed, such as kilometers and pieces. Under 'Types,' you can configure which unit corresponds to each type of expense claim. Adding Units At the top of the units overview, you ...
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 ...