Encoding invoices
Smart Suggestions: Smart suggestions while encoding invoices
For several years, Spend Cloud has been offering Autosuggest booking proposals when coding invoices. Due to recent developments in Artificial Intelligence (AI), we have further developed this technology and are introducing: Smart Suggestions. Smart ...
Invoice processing with Smartscan
Smartscan is an advanced AI-driven text recognition technology that makes processing PDF invoices in the Spend Cloud faster and easier. Whether an invoice is manually uploaded or added via the inbox, Smartscan automatically reads various invoice ...
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
When you view an invoice in the 'Coding' menu, you may have seen a modified version of the PDF with markings indicating which parts of the invoice have been recognized by the OCR. These are identifiable by the colored boxes on the PDF. In some cases, ...
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 ...
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
We are currently working on an improved version of Autosuggest: Smart Suggestions. This functionality is currently in development and will be rolled out in phases to all Spend Cloud environments. Do you want to know more? Read the following article: ...
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 ...
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 ...
Booking in other administration
When does this occur? If there are multiple financial administrations within one organization where services are shared. For example, when 2 companies (company 1 and company 2) are used within one organization, each with its own financial ...
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How can I receive XML invoices in the Spend Cloud?
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