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Sections in this article:
Overview
The Spend module is an add-on feature of Gatekeeper that leverages your Accounts Payable (AP) data to compare forecasted against actual spend for your vendor and contract records, delivering valuable business insights.
Note: If this module is unavailable and you are considering an upgrade, reach out to your Customer Success Manager.
Once Spend data has been imported or integrated, the Spend Dashboard provides an interactive visualisation of data, with the ability to drill down into detailed reports.
Where Does Spend Data Display?
You can view spend data at the vendor or contract level. This will show a summary of forecasted vs actual spend on the main data tab, while the Spend tab displays a line-by-line view of the spend data.
Adding a Spend Record
Spend data can be added in three ways:
- Bulk import from a CSV file
- Manually via the user interface
- Integration with major third party financial and/or ERP systems.
Spend data is recorded at the invoice line level and can be linked to individual contracts when needed. Spend can also be linked to reseller relationships, which support both direct and indirect spend reporting by vendor.
Custom Spend Data
Like other areas in Gatekeeper, you can add additional custom fields to ensure you can capture any information that is specific to your organisation. This will display below the core fields when editing Spend data.
