Monitor the process
Execute open actions on an order on behalf of another user
As an administrator with the appropriate permissions, you can perform actions on orders awaiting review by other employees. This allows you to approve a pending action on an order so it can continue through the process. There are two conditions you ...
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 do I get the ISAE 3402 type 2 statement from Visma | ProActive?
The accountant will need various data for this audit. You can request our ISAE 3402 Type 2 statement by emailing privacy@proactive.nl. We usually have the latest statement available in March or April. Other data is available within the Spend Cloud ...
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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 ...
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 ...