The Spend screen provides communities with the ability to view and summarize spend according to your chart of accounts. You can use this screen to understand what a specific organization, department or school is spending, as well as spend relating a specific project or workstream. There is also a spend breakdown by your top suppliers and method of spend by month.
Spend is based on the Order amount, not the Invoice amount and excludes Shipping, Tax, Discounts, Special Handling, Shipping tax, etc. It also does not include any incomplete requisitions or blanket requisitions.
You can Filter by the following:
| 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. |
The spend screen is currently available to users with the Community Administrator role. (Coming soon, users will be able to be allocated as Cost Center Manager to one of the parts of the selected Cost Center.) Buyers do not have access to the Spend Screen.