THE SPEND 365

Knowledge Hub

Welcome to the Spend 365 Knowledge Hub. Here you can find everything you need to get your organisation up and running on Spend 365, including video tutorials and user guides for each step of every module.

Carry out any process on Spend 365 in 4 clicks or less

Click on one of the articles below to access step by step guides on how to set up and start using Spend 365

Setting up your organisation on Spend 365

Setting up Locations & Departments

Setting up Locations & Departments

Adding Users and Assigning Roles

Adding Users and Assigning Roles

Adding Budgets to Spend 365

Adding Budgets to Spend 365

Setting User Approval Routing

Setting User Approval Routing

Managing Currencies in Spend 365

Managing Currencies in Spend 365

Changing Drop Down Options

Changing Drop Down Options

Adding Catalogue Items

Adding Catalogue Items

Adding Suppliers to Spend 365

Adding Suppliers to Spend 365

Requests

Requests for Goods & Services

Requests for Goods & Services

Requests for Travel & Expenses

Requests for Travel & Expenses

Order Statuses & Processes

Order Statuses & Processes

Approvals, Purchase Orders and Invoices

Approving Order and T&E Requests

Approving Order and T&E Requests

Creating PO's & Sending to Supplier

Creating PO's & Sending to Supplier

Approving and Attaching Invoices

Approving and Attaching Invoices

Supplier Portal and Order Tracking

Supplier Portal and Order Tracking

Supplier Statuses and Updates

Supplier Statuses and Updates

Reporting and Spend Analysis

Simple Report Builder

Simple Report Builder

Drag & Drop Report Builder

Drag & Drop Report Builder

Sourcing (RFQ/RFP)

Creating a Sourcing Activity

Creating a Sourcing Activity

Supplier Questionnaires

Supplier Questionnaires

Supplier Evaluation

Supplier Evaluation

Contract Management

Creating A Contract

Creating A Contract

Uploading a Contract/Create Notifications

Uploading a Contract/Create Notifications

Importing and Exporting Data

CSV Templates

CSV Templates

Importing Data

Importing Data

Exporting Data

Exporting Data

Settings

Company Settings

Company Settings

Setting up Locations

Setting up Locations

Setting Up Departments

Setting Up Departments

Budgets

Budgets

Setting Up Projects

Setting Up Projects

Drop Downs

Drop Downs

Managing Currencies

Managing Currencies

Email.

Sales@Spend-365.com

Location.

64-66 Wingate Square, London, SW4 0AF

Have any further questions? Contact your Account Manager or contact us below.

Contact US.