Encoding invoices
Linking attachment to an invoice
You can attach files (attachments) to invoices. In this article, we explain how to attach a file. During encoding When coding an invoice, you can add a file in the invoice header by clicking the 'Select file' button: Adding an attachment at a later ...
Default conditions for UBL in the Spend Cloud
This technical information can be used by your accounting package's developer/application manager. This is how the Spend Cloud reads UBL invoices and processes the values. Curious how you can create your own unique XML field layout (mapping)? Read ...
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 ...
New PDF view when encoding invoices
At this moment, we are in the process of transferring all Spend Cloud environments to a new OCR solution, SmartScan. Would you like to read more about the benefits of invoice processing with SmartScan? Then read the article Invoice Processing with ...
Why is an invoice not read correctly by the system?
This article is about recognizing PDF invoices. Did you receive an XML invoice where the system did not read the desired values? Read this article about which fields the Spend Cloud reads by default from an XML invoice and what you can when the ...
An invoice based on a contract (automatic approving)
If your organization uses both the Contract Management and Invoice Processing modules, Spend Cloud provides the ability to link invoices to contracts. This allows you to set up automatic approval for invoice lines based on the associated contract. In ...
Adding a creditor while encoding an invoice
Depending on the financial package your organization uses, you may have the option to add a new creditor during the coding process. If you don't see this option (the blue plus sign) next to the 'Creditor' field during coding, it could be because your ...
Everything you need to know about XML-Invoices
Why process XML invoices? Our goal is to have users spend as little time as possible in the Spend Cloud. The software should do as much as possible automatically, so that our users can focus on other important tasks. Digital invoice processing helps ...
Adding and Reviewing a Creditor
Adding a creditor through encoding When adding an invoice where the creditor does not exist yet, you can create one within the 'Encoding' screen by encoding the invoice and clicking on the plus sign next to the creditors' field. You will be ...
Encoding invoices with Autosuggest
Instead of manually filling in various fields, you can save time with Autosuggest for invoice coding. This advanced technology uses artificial intelligence to reduce repetitive tasks. Curious about how Autosuggest can make your digital invoice ...
I cannot find the right creditor during encoding
If the creditor doesn't show in the list of creditors, it may be a new creditor, which has not yet been added to Spend Cloud. Check whether the creditor appears via Application management> General> Relations. If the creditor does not appear in this ...
Assessing and encoding of invoices by a group of employees
Organizations have the option to send an invoice line for individual employee assess or optionally for individual employee coding as part of the standard functionality. There is also the possibility to send an invoice line for assessment or coding to ...
Adding templates
A template allows you to "pre-code" an invoice. In a template, you define several standard values for a specific invoice type. When you select this template during coding, all the registered fields are automatically filled in. This allows you to ...
Standard description invoice line
For both the invoice header and the invoice line, you can automatically fill the 'description' field (also known as 'our payment reference' in the header). This saves manual effort during coding. You can set a default description per administration ...
Encoding an invoice
In the Coding menu, you'll find all the invoices that can be processed (coded). By clicking on a row or the pencil icon from the overview, you can access the page where you can code the invoice details. Encoding Invoices When you start encoding an ...
How can I process invoices automatically?
In Spend Cloud, you can optimize the invoice processing workflow in several ways. By streamlining and automating this process wherever possible, you can expedite invoice processing. One important feature that can assist in this regard is ...
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 ...