💸Spend Capabilities

The spend section has a few different viewing and editing features that are described here.

Editing options

Edit individual items: To edit an individual item, click on the item's white pencil symbol in the "Actions" column at the far right side. This will open the spend item form and allow you to edit the information. After clicking "save", the edits will be saved.

Bulk edit items: To edit multiple items at one time, check the box next to each item you want to edit.

Then click on the three black lines symbol in the top right menu bar. This will open the Bulk Edit Spend Data form. Select the field you would like to edit, then enter the new value and click "save".

To bulk delete items, check the box next to the items you want to delete. Then navigate to the three black lines symbol in the top right menu bar to open the Bulk Edit Transit Data form. Click on "Delete". This will permanently delete the selected spend items.

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Viewing Options

You can view spend items by month and year as well as by a category such as meta tag, partner, asset, material or scope.

Filter by month and year

To filter the spend items by month and year, select the month and year in the date range at the top left corner of the menu bar. Press enter and the view will adjust to the new date range.

To see the entire list of your spend items, click the "x" cancel symbol in the date range to delete it.

Filter view by category

Spend items can be filtered by different categories: tag, partner, asset, material, scope. You can select the category to filter your view and see only the items linked to that category.

To filter your spend library view, locate the menu bar at the top of your spend library. Click on the "Filter" button to select the category you would like to view. Once you select the category you would like to view, select the sub-category in the "Select" dropdown box. This will allow you for example, to view items linked to specific tags, assets, partners, materials or scope categories.

Note, it is possible to filter with multiple categories at once.