User Guides

10 articles

Summary Dashboards User Guide

The Summary Dashboard is split into three dashboards: Spend: High-level key metrics based on Spend, Invoices and Suppliers. Supplier: High-level reports focusing on Supplier-related data Custom: Editable and customisable dashboard

Updated

Spend Dashboards User Guide

A range of spend dashboards to analyse and identify savings opportunities.

Updated

Data Application User Guide

The Data Application is an Excel-like report that shows aggregated reports for any dimension. If the Invoice Detail Dimension is selected then the individual invoice lines and values will be displayed.

Updated

Categorising and Tagging User Guide

The categorisation or tagging of spend data, is the process of grouping spend data for similar goods and services and assigning them to category structures or other taggable dimensions e.g. normalised supplier or supplier status.

Updated

Rules Management User Guide

The Rules Management application is used to review, approve, or reject requests to change the business categorisation rules applied to data within the Rosslyn Platform

Updated

Supplier Enrichment User Guide

Use this application to enrich your supplier data and match the records to the DnB record. This will add the Registered Business and Parent names and also the Line or Business for each matched record. Understanding parent/child relationships can identify saving opportunities.

Updated

Maverick Spend Analysis User Guide

Use this report to identify, analyse and address your maverick spend.

Updated

Tail Spend Analysis User Guide

Tail Spend typically contains 20% of the spend total across a large number of suppliers. Use this guide to see how you can analyse the tail spend.

Updated

Low Value Invoice Analysis User Guide

Use this guide to see how you can analyse your low-value invoices and identify potential savings opportunities.

Updated

Client Administrators User Guide

Use this guide to see how to manage user accounts and other client settings.

Updated