Settings and Management
Standard description in the invoice head and lines (touchless invoice processing)
Standard description in the invoice head and lines Our goal is for our users to spend as little time as possible in the software. Of course, this also includes encoding an invoice as quickly as possible, preferably even completely touchless. One of ...
Managing access archive invoice processing
There are several options in Spend Cloud to provide a user with access to the invoice processing archive. In this article, we will delve into these options and how to configure them. At the bottom of this article, you'll also find frequently asked ...
Configuration settings for Invoice Processing
In the menu section Configuration Settings / Invoice Processing, you will find settings that apply to the Invoice Processing module. Also, read this article for more information on configuration settings. Make sure you understand what each setting ...
XML-invoice field layout
Introduction In another article, Digital invoice processing in combination with XML invoices, we describe the benefits of receiving and processing XML invoices. To read an XML invoice, you need an existing XML invoice field layout, known as mappings. ...
Invoice processing procuration
You can use procuration levels to indicate the maximum total that a certain employee is eligible to assess. If the invoice amount exceeds the procuration level of the first assessor, it is forwarded to the next assessor, with a higher procuration ...
Managing the mailbox
The Inbox contains all emails that have been sent to the Spend Cloud Mailbox email address. By having suppliers send invoices to this email address, all invoices are consolidated in one place. From application management, you have the ability 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 ...