Monitor the process
Viewing orders that have not yet been submitted: orders in the shopping cart of the user
As an application manager or purchasing department employee, you can view orders that have not yet been submitted. These are orders still in the customer's shopping cart. This can be useful, for example, when the customer contacts you with a question ...
Revert completed orders
To keep the Procurement Archive clean, orders can be completed. However, it may happen that this is done too quickly, and for instance, an invoice for the order has just arrived. Because the order is completed, you cannot match the invoice to the ...
Statistics Procurement
On the Procurement Statistics page, you can view various statistics related to the usage of the Procurement module. In this article, you'll find examples with brief explanations of different types of statistics. By clicking the 'Export all suppliers ...
Complete orders manually
In the "Complete" menu section, you'll find all the orders that Spend Cloud hasn't been able to automatically complete because the full order amount hasn't been matched to an invoice. If the difference between the order amount and the invoice has ...
Orders in transit
In the section labeled "In Transit," you'll find an overview of orders that represent expected costs. The purpose of the "Orders / In Transit" section is to provide visibility into anticipated costs over a specific period. These costs can be included ...
Monitor the progress of order processing
To monitor the progress of order processing, Spend Cloud keeps track of the number of orders that are currently being handled by an employee and how long these orders have been under processing by these employee(s). You can find this overview in the ...
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 ...