Find your way around
My work
Section titled “My work”My work is your home page. It shows what is waiting on you: approvals, invoice exceptions you can resolve, and cases assigned to you. Start each day here.
The sidebar
Section titled “The sidebar”The sidebar shows only the pages your roles allow, grouped as Procure, Pay, Insights and Administration. Numbers beside a page, such as the red count on Invoices, are items that need attention.
Search and jump
Section titled “Search and jump”Press ⌘K on a Mac or Ctrl K on Windows, anywhere in Spend, to search records by number, supplier or title, or to jump to a page by name. Typing “1099”, “use tax” or “BAFO” finds the page that handles it.
Every list pages, sorts, searches and filters on the server, so it stays fast with hundreds of thousands of rows.
- Search matches numbers, names and other text in the row.
- Filters show counts beside each value, such as “Exception (5)”.
- The list’s state lives in the page address, so you can bookmark it or send it to a colleague and they see the same view.
- Views saves a set of filters and sorting under a name for you to reuse.
- Export downloads the rows as a spreadsheet.
Records
Section titled “Records”Each record (an invoice, a request, a contract) has a header with its key numbers, tabs for its details, and an Activity tab. Activity lists every step from the audit ledger: who did what and when, including agents and integrations. Add a comment there to leave a note for the next person; comments are kept on the audit trail.
Notifications
Section titled “Notifications”The bell in the top bar lists notices meant for you: approvals routed to you, reminders, escalations and replies from suppliers. You can also get them as email, in Teams, or as phone notifications (see Use Spend on your phone).
Light and dark
Section titled “Light and dark”Choose a light or dark theme in Settings.