Troubleshooting common Spendive issues | Spendive Help

Troubleshooting common Spendive issues

  Audience: All Spendive users 
 Why can't I see a feature? 
 If an article describes a menu item or button you cannot find, the usual cause is your role rather than a fault. 
 Spendive shows different menus to different roles 
 The sidebar is built from your permissions. An employee and an administrator signed into the same organisation see genuinely different applications. 
 What employees see 
 
 Requests — all five request types 
 Expenses — My Wallet, Cards, Expense Reports 
 Projects, Insights, Vendors 
 Procurement — Approval In Principle only 
 
 What employees do not see 
 
 Budget, Accounting, Wallet, Users, Reports and Marketplace 
 The rest of Procurement — RFQs, Purchase Orders, Goods Received Notes, Debit Notes, Contracts and Bills 
 Stock Transfers under Inventory 
 Approvals & Delegations, Roles And Permissions, User Groups, Locations and Audit Logs under Administration 
 
 You also only see your own records 
 Request lists are scoped to you. Where an administrator sees every request in the organisation, you see the ones you raised. A count that looks wrong is usually this, not a bug. 
 What to do 
 
 Check you are in the right organisation — the name and code are at the top of the sidebar. 
 Check the article is describing the employee view rather than the administrator view. 
 Ask your Spendive administrator to review your role under Administration → Roles And Permissions. 
 
  Note: Spendive ships with 14 roles, including Employee (Requester), Department Head, Procurement Officer, Accountant, Auditor and Budget Analyst. Each grants a different set of pages, so ask which one you have been given. 
 Tracking requests and approvals 
 Every request you raise moves through the same tracking pattern, whatever its type. 
 Overview and Action Required 
 Each request page has two tabs. Overview lists your records with summary cards counting the total, pending, approved and declined. Action Required shows anything waiting on you — check it first. 
 Finding a record 
 Use Search above the list, and Filter to narrow by status or date. Item Requests, Cash Requests and Reimbursement also offer Export. Press Ctrl+K (Cmd+K on Mac) from anywhere to jump straight to a record. 
 What an open request shows 
 
 An approval progress bar, such as Approval 1/1, showing who has acted and when. 
 A Comments & Notes thread with a timeline of every action — created, submitted, approved — each timestamped. 
 Request details: reference, status, type, priority, department, location, required-by date and requested date. 
 Requester information: name, email, phone and department. 
 
 Statuses 
 
 Pending — submitted and waiting on an approver. 
 Approved — cleared by every required approver. 
 Declined — rejected. The comments thread explains why. 
 Pending Payment — approved, but the money has not gone out yet. 
 
  Note: Approval and payment are separate steps. An approved request is not necessarily a paid one. 
 If a request is stuck 
 A request stays pending until every required approver has acted. Check the approval progress bar to see who it is waiting on. If you cannot create or approve a request at all, your role may not include it. 
 What the standard requester profile includes 
 A standard Employee (Requester) can use the personal dashboard and Quick Actions, create Item, Cash, Payment, Reimbursement, Purchase, and Expense Report records, and open My Wallet and Cards. The profile can view Approval in Principle records used for controlled purchasing, but it does not receive the full procurement-processing, inventory-management, accounting, budget, wallet-administration, or organisation-configuration menus. 
 If a page is missing, first confirm the active company and the role shown on the profile. A missing Create, Approve, or administrative action usually reflects permissions or record ownership rather than a loading fault. 
 Need help? If the page, field, or approval action is missing, confirm the active organisation and ask an administrator to check your role and permissions. Quote the record reference when contacting support. 
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