The Spend screen provides communities with the ability to view and summarize spend, according to their chart of accounts.
Communities can utilize the Spend screen to understand what a specific organization, department or school is spending. As well as, spend related to a specific project or workstream.
There is also a spend breakdown by community's top suppliers and method of spend, by month.
Currently, only users with the Community Administrator role can view the Spend screen.
| Note: Coming soon, users will be able to be designated as Cost Center Manager. To one of the parts of the selected Cost Center. |
View Spend Screen
Spend is based on the Order amount not the Invoice amount. Excluding the order shipping, tax, discounts, special handling, shipping tax, etc.
It also does not include any incomplete requisitions or blanket requisitions.
To view the Spend Screen, go to the Insights module > select Spend.
Filtering options:
| Period | If Budgets is OFF this is a date filter with some predefined options like Current Quarter. If Budgets is ON it will show Budgets periods. |
| GL Code (Account Code Format) | This starts with the community default. This is a single select only and must be populated. |
| Account Code Parts | Any Account Code Parts under the selected format. |