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docs/spend-insights/reports/ongoing-insights.md|57 col 17| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|58 col 18| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|58 col 110| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|59 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|60 col 21| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|60 col 117| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|61 col 24| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|62 col 25| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|62 col 137| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|63 col 29| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|64 col 170| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|64 col 327| [Google.Contractions] Use 'they're' instead of 'they are'.
docs/spend-insights/reports/ongoing-insights.md|68 col 4| [Google.Headings] 'Spend Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/ongoing-insights.md|72 col 64| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/ongoing-insights.md|72 col 110| [Google.Passive] In general, use active voice instead of passive voice ('are inferred').
docs/spend-insights/reports/ongoing-insights.md|76 col 48| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|76 col 49| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/ongoing-insights.md|77 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|77 col 31| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|78 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|78 col 31| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|78 col 143| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|81 col 45| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|85 col 4| [Google.Headings] 'New Suppliers tab' should use sentence-style capitalization.
docs/spend-insights/reports/ongoing-insights.md|95 col 29| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|96 col 37| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|97 col 34| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|98 col 25| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|98 col 47| [Google.Passive] In general, use active voice instead of passive voice ('is delivered').
docs/spend-insights/reports/spend-summary.md|2 col 9| [Google.Headings] 'Spend Summary report' should use sentence-style capitalization.
docs/spend-insights/reports/spend-summary.md|8 col 31| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-summary.md|9 col 37| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-summary.md|10 col 44| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-summary.md|12 col 34| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-summary.md|12 col 74| [Google.Passive] In general, use active voice instead of passive voice ('be generated').
docs/spend-insights/reports/spend-summary.md|12 col 159| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-summary.md|17 col 38| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-summary.md|17 col 188| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-summary.md|23 col 152| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-summary.md|23 col 155| [Google.Passive] In general, use active voice instead of passive voice ('is generated').
docs/spend-insights/reports/spend-summary.md|23 col 314| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-summary.md|26 col 19| [Google.Passive] In general, use active voice instead of passive voice ('is designed').
docs/spend-insights/reports/spend-summary.md|26 col 122| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-summary.md|35 col 7| [Google.Colons] ': C' should be in lowercase.
docs/spend-insights/reports/spend-summary.md|43 col 7| [Google.Colons] ': A' should be in lowercase.
docs/spend-insights/reports/spend-summary.md|43 col 40| [Google.Passive] In general, use active voice instead of passive voice ('is applied').
docs/spend-insights/reports/spend-summary.md|46 col 28| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-summary.md|51 col 55| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-summary.md|60 col 1| [Google.Colons] ': T' should be in lowercase.
docs/spend-insights/reports/spend-summary.md|60 col 58| [Google.Passive] In general, use active voice instead of passive voice ('is multiplied').
docs/spend-insights/reports/spend-summary.md|69 col 13| [Google.Passive] In general, use active voice instead of passive voice ('is planned').
docs/spend-insights/reports/spend-summary.md|69 col 49| [Google.Contractions] Use 'doesn't' instead of 'does not'.
docs/spend-insights/reports/spend-summary.md|74 col 1| [Google.Colons] ': B' should be in lowercase.
docs/spend-insights/reports/spend-summary.md|86 col 76| [Google.Contractions] Use 'haven't' instead of 'have not'.
docs/spend-insights/reports/spend-summary.md|86 col 89| [Google.Passive] In general, use active voice instead of passive voice ('been paid').
docs/spend-insights/reports/spend-summary.md|87 col 69| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-summary.md|87 col 70| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-summary.md|91 col 113| [Google.Passive] In general, use active voice instead of passive voice ('are excluded').
docs/spend-insights/reports/spend-summary.md|103 col 39| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-summary.md|104 col 38| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-summary.md|105 col 35| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-summary.md|106 col 31| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-summary.md|106 col 45| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|8 col 31| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-analysis.md|9 col 37| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-analysis.md|10 col 44| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-analysis.md|12 col 107| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|12 col 110| [Google.Passive] In general, use active voice instead of passive voice ('is generated').
docs/spend-insights/reports/spend-analysis.md|18 col 12| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|19 col 15| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|20 col 15| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|20 col 80| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|20 col 81| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|21 col 16| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|21 col 117| [Vale.Avoid] Avoid using 'master'.
docs/spend-insights/reports/spend-analysis.md|21 col 129| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|22 col 35| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|22 col 71| [Google.Passive] In general, use active voice instead of passive voice ('were made').
docs/spend-insights/reports/spend-analysis.md|22 col 119| [Google.Passive] In general, use active voice instead of passive voice ('been used').
docs/spend-insights/reports/spend-analysis.md|26 col 9| [Vale.Terms] Use 'multi-currency' instead of 'Multi-currency'.
docs/spend-insights/reports/spend-analysis.md|27 col 97| [Google.Passive] In general, use active voice instead of passive voice ('are converted').
docs/spend-insights/reports/spend-analysis.md|53 col 242| [Google.Passive] In general, use active voice instead of passive voice ('is selected').
docs/spend-insights/reports/spend-analysis.md|54 col 151| [Google.Contractions] Use 'that's' instead of 'that is'.
docs/spend-insights/reports/spend-analysis.md|54 col 156| [Google.Passive] In general, use active voice instead of passive voice ('is applied').
docs/spend-insights/reports/spend-analysis.md|54 col 237| [Google.Passive] In general, use active voice instead of passive voice ('are filtered').
docs/spend-insights/reports/spend-analysis.md|57 col 4| [Google.Headings] 'Entity Spend Breakdown tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|62 col 24| [Google.Passive] In general, use active voice instead of passive voice ('is distributed').
docs/spend-insights/reports/spend-analysis.md|73 col 4| [Google.Headings] 'Spend Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|75 col 1| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|77 col 1| [Google.Colons] ': C' should be in lowercase.
docs/spend-insights/reports/spend-analysis.md|77 col 49| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|87 col 89| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|87 col 90| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|88 col 261| [Google.Passive] In general, use active voice instead of passive voice ('are distributed').
docs/spend-insights/reports/spend-analysis.md|90 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|90 col 229| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|91 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|97 col 25| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|99 col 256| [Google.Passive] In general, use active voice instead of passive voice ('is concentrated').
docs/spend-insights/reports/spend-analysis.md|100 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|100 col 335| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|106 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|106 col 231| [Google.Passive] In general, use active voice instead of passive voice ('are concentrated').
docs/spend-insights/reports/spend-analysis.md|107 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|111 col 4| [Google.Headings] 'Supplier Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|113 col 58| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|113 col 61| [Google.Passive] In general, use active voice instead of passive voice ('is divided').
docs/spend-insights/reports/spend-analysis.md|126 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|126 col 171| [Google.Passive] In general, use active voice instead of passive voice ('is populated').
docs/spend-insights/reports/spend-analysis.md|126 col 205| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|126 col 287| [Google.Passive] In general, use active voice instead of passive voice ('are recorded').
docs/spend-insights/reports/spend-analysis.md|126 col 362| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|126 col 603| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 40| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is mapped').
docs/spend-insights/reports/spend-analysis.md|128 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|128 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|128 col 373| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|128 col 476| [Google.Passive] In general, use active voice instead of passive voice ('is paid').
docs/spend-insights/reports/spend-analysis.md|136 col 69| [Google.Contractions] Use 'aren't' instead of 'are not'.
docs/spend-insights/reports/spend-analysis.md|146 col 8| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|148 col 58| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|173 col 68| [Google.Contractions] Use 'haven't' instead of 'have not'.
docs/spend-insights/reports/spend-analysis.md|173 col 81| [Google.Passive] In general, use active voice instead of passive voice ('been paid').
docs/spend-insights/reports/spend-analysis.md|175 col 60| [Vale.Repetition] 'of' is repeated!
docs/spend-insights/reports/spend-analysis.md|176 col 28| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|179 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|180 col 210| [Google.Passive] In general, use active voice instead of passive voice ('be excluded').
docs/spend-insights/reports/spend-analysis.md|201 col 36| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|201 col 149| [Google.Contractions] Use 'isn't' instead of 'is not'.
docs/spend-insights/reports/spend-analysis.md|201 col 253| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|201 col 367| [Google.Passive] In general, use active voice instead of passive voice ('be paid').
docs/spend-insights/reports/spend-analysis.md|203 col 286| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|246 col 131| [Google.Passive] In general, use active voice instead of passive voice ('are designed').
docs/spend-insights/reports/spend-analysis.md|246 col 147| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|254 col 259| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|262 col 161| [Google.Contractions] Use 'it's' instead of 'it is'.
docs/spend-insights/reports/spend-analysis.md|262 col 164| [Google.Passive] In general, use active voice instead of passive voice ('is weighted').
docs/spend-insights/reports/spend-analysis.md|297 col 45| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|307 col 66| [Google.Passive] In general, use active voice instead of passive voice ('was incurred').
docs/spend-insights/reports/spend-analysis.md|325 col 62| [Google.Passive] In general, use active voice instead of passive voice ('is listed').
docs/spend-insights/reports/spend-analysis.md|333 col 193| [Google.Passive] In general, use active voice instead of passive voice ('is pulled').
docs/spend-insights/reports/spend-analysis.md|347 col 4| [Google.Headings] 'Bills, Bill payments, Direct costs' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|367 col 1| [Google.Contractions] Use 'they're' instead of 'They are'.
docs/spend-insights/reports/spend-analysis.md|367 col 6| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/spend-analysis.md|370 col 54| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|378 col 63| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|378 col 64| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|378 col 69| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 84| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 92| [Google.Quotes] Commas and periods go inside quotation marks.
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| import Tabs from "@theme/Tabs"; |
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📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
| --- | ||
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
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| Before you can review spend data and associated insights, you need to request access to it. We cover this in detail in our [Onboard customer](/spend-insights/guides/onboard-customer) guide. | ||
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| In this guide, we will cover how you can generate and download spend reports generated from your customer's business data using the [Codat Portal](https://app.codat.io/). |
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.
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| 5. Track the progress by checking the _Report Status_ column. | ||
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| Once updated, the status will change from _Generating_ to _Available_, and you can go ahead and download the resulting report. |
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.
| The report is generated automatically each quarter and delivered to your inbox by email. Once generated, it is also available to download from the Portal. For instructions, see [Download reports](#). | ||
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| :::note | ||
| The Ongoing Insights report is only generated once a full quarter of data has been collected. If you have not yet received the report, a complete quarter of data may not yet be available for your customer. |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('been collected').
| The report is generated automatically each quarter and delivered to your inbox by email. Once generated, it is also available to download from the Portal. For instructions, see [Download reports](#). | ||
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| :::note | ||
| The Ongoing Insights report is only generated once a full quarter of data has been collected. If you have not yet received the report, a complete quarter of data may not yet be available for your customer. |
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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'haven't' instead of 'have not'.
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| Each quarter, Codat compares two consecutive three-month windows of your customer's spend data: | ||
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| - **Prior period** — the three months before the latest quarter |
There was a problem hiding this comment.
🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
| Each quarter, Codat compares two consecutive three-month windows of your customer's spend data: | ||
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| - **Prior period** — the three months before the latest quarter | ||
| - **Latest quarter** — the most recent three months of data |
There was a problem hiding this comment.
🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
| - **Prior period** — the three months before the latest quarter | ||
| - **Latest quarter** — the most recent three months of data | ||
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| Suppliers who appear in the latest quarter but had no spend in the prior period are identified as **new suppliers** and are the focus of much of the report's analysis. |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('are identified').
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Remaining comments which cannot be posted as a review comment to avoid GitHub Rate Limit
vale
docs/spend-insights/reports/ongoing-insights.md|78 col 31| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|78 col 143| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/ongoing-insights.md|81 col 45| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|85 col 4| [Google.Headings] 'New Suppliers tab' should use sentence-style capitalization.
docs/spend-insights/reports/ongoing-insights.md|95 col 29| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|96 col 37| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|97 col 34| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|98 col 25| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/ongoing-insights.md|98 col 47| [Google.Passive] In general, use active voice instead of passive voice ('is delivered').
docs/spend-insights/reports/spend-analysis.md|8 col 31| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-analysis.md|9 col 37| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-analysis.md|10 col 44| [Google.Semicolons] Use semicolons judiciously.
docs/spend-insights/reports/spend-analysis.md|12 col 107| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|12 col 110| [Google.Passive] In general, use active voice instead of passive voice ('is generated').
docs/spend-insights/reports/spend-analysis.md|18 col 12| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|19 col 15| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|20 col 15| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|20 col 80| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|20 col 81| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|21 col 16| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|21 col 117| [Vale.Avoid] Avoid using 'master'.
docs/spend-insights/reports/spend-analysis.md|21 col 129| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|22 col 35| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|22 col 71| [Google.Passive] In general, use active voice instead of passive voice ('were made').
docs/spend-insights/reports/spend-analysis.md|22 col 119| [Google.Passive] In general, use active voice instead of passive voice ('been used').
docs/spend-insights/reports/spend-analysis.md|26 col 9| [Vale.Terms] Use 'multi-currency' instead of 'Multi-currency'.
docs/spend-insights/reports/spend-analysis.md|27 col 97| [Google.Passive] In general, use active voice instead of passive voice ('are converted').
docs/spend-insights/reports/spend-analysis.md|53 col 242| [Google.Passive] In general, use active voice instead of passive voice ('is selected').
docs/spend-insights/reports/spend-analysis.md|54 col 151| [Google.Contractions] Use 'that's' instead of 'that is'.
docs/spend-insights/reports/spend-analysis.md|54 col 156| [Google.Passive] In general, use active voice instead of passive voice ('is applied').
docs/spend-insights/reports/spend-analysis.md|54 col 237| [Google.Passive] In general, use active voice instead of passive voice ('are filtered').
docs/spend-insights/reports/spend-analysis.md|57 col 4| [Google.Headings] 'Entity Spend Breakdown tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|62 col 24| [Google.Passive] In general, use active voice instead of passive voice ('is distributed').
docs/spend-insights/reports/spend-analysis.md|73 col 4| [Google.Headings] 'Spend Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|75 col 1| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|77 col 1| [Google.Colons] ': C' should be in lowercase.
docs/spend-insights/reports/spend-analysis.md|77 col 49| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|87 col 89| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|87 col 90| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|88 col 261| [Google.Passive] In general, use active voice instead of passive voice ('are distributed').
docs/spend-insights/reports/spend-analysis.md|90 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|90 col 229| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|91 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|97 col 25| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|99 col 256| [Google.Passive] In general, use active voice instead of passive voice ('is concentrated').
docs/spend-insights/reports/spend-analysis.md|100 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|100 col 335| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|106 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|106 col 231| [Google.Passive] In general, use active voice instead of passive voice ('are concentrated').
docs/spend-insights/reports/spend-analysis.md|107 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|111 col 4| [Google.Headings] 'Supplier Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|113 col 58| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|113 col 61| [Google.Passive] In general, use active voice instead of passive voice ('is divided').
docs/spend-insights/reports/spend-analysis.md|126 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|126 col 171| [Google.Passive] In general, use active voice instead of passive voice ('is populated').
docs/spend-insights/reports/spend-analysis.md|126 col 205| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|126 col 287| [Google.Passive] In general, use active voice instead of passive voice ('are recorded').
docs/spend-insights/reports/spend-analysis.md|126 col 362| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|126 col 603| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 40| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is mapped').
docs/spend-insights/reports/spend-analysis.md|128 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|128 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|128 col 373| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|128 col 476| [Google.Passive] In general, use active voice instead of passive voice ('is paid').
docs/spend-insights/reports/spend-analysis.md|136 col 69| [Google.Contractions] Use 'aren't' instead of 'are not'.
docs/spend-insights/reports/spend-analysis.md|146 col 8| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|148 col 58| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|173 col 68| [Google.Contractions] Use 'haven't' instead of 'have not'.
docs/spend-insights/reports/spend-analysis.md|173 col 81| [Google.Passive] In general, use active voice instead of passive voice ('been paid').
docs/spend-insights/reports/spend-analysis.md|175 col 60| [Vale.Repetition] 'of' is repeated!
docs/spend-insights/reports/spend-analysis.md|176 col 28| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|179 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|180 col 210| [Google.Passive] In general, use active voice instead of passive voice ('be excluded').
docs/spend-insights/reports/spend-analysis.md|201 col 36| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|201 col 149| [Google.Contractions] Use 'isn't' instead of 'is not'.
docs/spend-insights/reports/spend-analysis.md|201 col 253| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|201 col 367| [Google.Passive] In general, use active voice instead of passive voice ('be paid').
docs/spend-insights/reports/spend-analysis.md|203 col 286| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|246 col 131| [Google.Passive] In general, use active voice instead of passive voice ('are designed').
docs/spend-insights/reports/spend-analysis.md|246 col 147| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|254 col 259| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|262 col 161| [Google.Contractions] Use 'it's' instead of 'it is'.
docs/spend-insights/reports/spend-analysis.md|262 col 164| [Google.Passive] In general, use active voice instead of passive voice ('is weighted').
docs/spend-insights/reports/spend-analysis.md|297 col 45| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|307 col 66| [Google.Passive] In general, use active voice instead of passive voice ('was incurred').
docs/spend-insights/reports/spend-analysis.md|325 col 62| [Google.Passive] In general, use active voice instead of passive voice ('is listed').
docs/spend-insights/reports/spend-analysis.md|333 col 193| [Google.Passive] In general, use active voice instead of passive voice ('is pulled').
docs/spend-insights/reports/spend-analysis.md|347 col 4| [Google.Headings] 'Bills, Bill payments, Direct costs' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|367 col 1| [Google.Contractions] Use 'they're' instead of 'They are'.
docs/spend-insights/reports/spend-analysis.md|367 col 6| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/spend-analysis.md|370 col 54| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|378 col 63| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|378 col 64| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|378 col 69| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 84| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 92| [Google.Quotes] Commas and periods go inside quotation marks.
| displayed_sidebar: spendInsights | ||
| --- | ||
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| import Tabs from "@theme/Tabs"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
| --- | ||
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
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| Codat's **Spend Summary** is a one-page snapshot report that turns your customer's spend data into actionable card adoption insights. It's designed to help bank card teams quickly demonstrate the value of switching to card-based payments when speaking with customers. | ||
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| It is generated automatically after your customer's first data sync when they connect their ERP or accounting software, or share their spend file. You can then download the branded PowerPoint file from the Codat Portal, enabling meeting preparation in minutes without manual data compilation. |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'it's' instead of 'It is'.
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| Codat's **Spend Summary** is a one-page snapshot report that turns your customer's spend data into actionable card adoption insights. It's designed to help bank card teams quickly demonstrate the value of switching to card-based payments when speaking with customers. | ||
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| It is generated automatically after your customer's first data sync when they connect their ERP or accounting software, or share their spend file. You can then download the branded PowerPoint file from the Codat Portal, enabling meeting preparation in minutes without manual data compilation. |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is generated').
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| | Column | Description | How it's calculated | | ||
| |---|---|---| | ||
| | **Payment method** | The payment method type (e.g. Credit Card, Bank Transfer, Check, Unknown). | Grouped by each supplier's most common inferred payment method. | |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
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| | Column | Description | How it's calculated | | ||
| |---|---|---| | ||
| | **Payment method** | The payment method type (e.g. Credit Card, Bank Transfer, Check, Unknown). | Grouped by each supplier's most common inferred payment method. | |
There was a problem hiding this comment.
🚫 [vale] reported by reviewdog 🐶
[Google.Latin] Use 'for example' instead of 'e.g.'.
| | Column | Description | How it's calculated | | ||
| |---|---|---| | ||
| | **Payment method** | The payment method type (e.g. Credit Card, Bank Transfer, Check, Unknown). | Grouped by each supplier's most common inferred payment method. | | ||
| | **% of all bills (by amount) — prior period** | The share of total bill value attributed to this payment method in the prior period. | `(Bills amount for this method in prior period / Total bills amount in prior period) × 100` | |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | Column | Description | How it's calculated | | ||
| |---|---|---| | ||
| | **Payment method** | The payment method type (e.g. Credit Card, Bank Transfer, Check, Unknown). | Grouped by each supplier's most common inferred payment method. | | ||
| | **% of all bills (by amount) — prior period** | The share of total bill value attributed to this payment method in the prior period. | `(Bills amount for this method in prior period / Total bills amount in prior period) × 100` | |
There was a problem hiding this comment.
🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
| |---|---|---| | ||
| | **Payment method** | The payment method type (e.g. Credit Card, Bank Transfer, Check, Unknown). | Grouped by each supplier's most common inferred payment method. | | ||
| | **% of all bills (by amount) — prior period** | The share of total bill value attributed to this payment method in the prior period. | `(Bills amount for this method in prior period / Total bills amount in prior period) × 100` | | ||
| | **% of all bills (by amount) — latest quarter** | The share of total bill value attributed to this payment method in the latest quarter. | `(Bills amount for this method in latest quarter / Total bills amount in latest quarter) × 100` | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
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Remaining comments which cannot be posted as a review comment to avoid GitHub Rate Limit
vale
docs/spend-insights/reports/spend-analysis.md|19 col 15| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|20 col 15| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|20 col 80| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|20 col 81| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|21 col 16| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|21 col 117| [Vale.Avoid] Avoid using 'master'.
docs/spend-insights/reports/spend-analysis.md|21 col 129| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|22 col 35| [Google.EmDash] Don't put a space before or after a dash.
docs/spend-insights/reports/spend-analysis.md|22 col 71| [Google.Passive] In general, use active voice instead of passive voice ('were made').
docs/spend-insights/reports/spend-analysis.md|22 col 119| [Google.Passive] In general, use active voice instead of passive voice ('been used').
docs/spend-insights/reports/spend-analysis.md|26 col 9| [Vale.Terms] Use 'multi-currency' instead of 'Multi-currency'.
docs/spend-insights/reports/spend-analysis.md|27 col 97| [Google.Passive] In general, use active voice instead of passive voice ('are converted').
docs/spend-insights/reports/spend-analysis.md|53 col 242| [Google.Passive] In general, use active voice instead of passive voice ('is selected').
docs/spend-insights/reports/spend-analysis.md|54 col 151| [Google.Contractions] Use 'that's' instead of 'that is'.
docs/spend-insights/reports/spend-analysis.md|54 col 156| [Google.Passive] In general, use active voice instead of passive voice ('is applied').
docs/spend-insights/reports/spend-analysis.md|54 col 237| [Google.Passive] In general, use active voice instead of passive voice ('are filtered').
docs/spend-insights/reports/spend-analysis.md|57 col 4| [Google.Headings] 'Entity Spend Breakdown tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|62 col 24| [Google.Passive] In general, use active voice instead of passive voice ('is distributed').
docs/spend-insights/reports/spend-analysis.md|73 col 4| [Google.Headings] 'Spend Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|75 col 1| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|77 col 1| [Google.Colons] ': C' should be in lowercase.
docs/spend-insights/reports/spend-analysis.md|77 col 49| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|87 col 89| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|87 col 90| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|88 col 261| [Google.Passive] In general, use active voice instead of passive voice ('are distributed').
docs/spend-insights/reports/spend-analysis.md|90 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|90 col 229| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|91 col 20| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|97 col 25| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|99 col 256| [Google.Passive] In general, use active voice instead of passive voice ('is concentrated').
docs/spend-insights/reports/spend-analysis.md|100 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|100 col 335| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|106 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|106 col 231| [Google.Passive] In general, use active voice instead of passive voice ('are concentrated').
docs/spend-insights/reports/spend-analysis.md|107 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|111 col 4| [Google.Headings] 'Supplier Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|113 col 58| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|113 col 61| [Google.Passive] In general, use active voice instead of passive voice ('is divided').
docs/spend-insights/reports/spend-analysis.md|126 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|126 col 171| [Google.Passive] In general, use active voice instead of passive voice ('is populated').
docs/spend-insights/reports/spend-analysis.md|126 col 205| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|126 col 287| [Google.Passive] In general, use active voice instead of passive voice ('are recorded').
docs/spend-insights/reports/spend-analysis.md|126 col 362| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|126 col 603| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 40| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is mapped').
docs/spend-insights/reports/spend-analysis.md|128 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|128 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|128 col 373| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|128 col 476| [Google.Passive] In general, use active voice instead of passive voice ('is paid').
docs/spend-insights/reports/spend-analysis.md|136 col 69| [Google.Contractions] Use 'aren't' instead of 'are not'.
docs/spend-insights/reports/spend-analysis.md|146 col 8| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|148 col 58| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|173 col 68| [Google.Contractions] Use 'haven't' instead of 'have not'.
docs/spend-insights/reports/spend-analysis.md|173 col 81| [Google.Passive] In general, use active voice instead of passive voice ('been paid').
docs/spend-insights/reports/spend-analysis.md|175 col 60| [Vale.Repetition] 'of' is repeated!
docs/spend-insights/reports/spend-analysis.md|176 col 28| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|179 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|180 col 210| [Google.Passive] In general, use active voice instead of passive voice ('be excluded').
docs/spend-insights/reports/spend-analysis.md|201 col 36| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|201 col 149| [Google.Contractions] Use 'isn't' instead of 'is not'.
docs/spend-insights/reports/spend-analysis.md|201 col 253| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|201 col 367| [Google.Passive] In general, use active voice instead of passive voice ('be paid').
docs/spend-insights/reports/spend-analysis.md|203 col 286| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|246 col 131| [Google.Passive] In general, use active voice instead of passive voice ('are designed').
docs/spend-insights/reports/spend-analysis.md|246 col 147| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|254 col 259| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|262 col 161| [Google.Contractions] Use 'it's' instead of 'it is'.
docs/spend-insights/reports/spend-analysis.md|262 col 164| [Google.Passive] In general, use active voice instead of passive voice ('is weighted').
docs/spend-insights/reports/spend-analysis.md|297 col 45| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|307 col 66| [Google.Passive] In general, use active voice instead of passive voice ('was incurred').
docs/spend-insights/reports/spend-analysis.md|325 col 62| [Google.Passive] In general, use active voice instead of passive voice ('is listed').
docs/spend-insights/reports/spend-analysis.md|333 col 193| [Google.Passive] In general, use active voice instead of passive voice ('is pulled').
docs/spend-insights/reports/spend-analysis.md|347 col 4| [Google.Headings] 'Bills, Bill payments, Direct costs' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|367 col 1| [Google.Contractions] Use 'they're' instead of 'They are'.
docs/spend-insights/reports/spend-analysis.md|367 col 6| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/spend-analysis.md|370 col 54| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|378 col 63| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|378 col 64| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|378 col 69| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 84| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 92| [Google.Quotes] Commas and periods go inside quotation marks.
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; | ||
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| The **Ongoing Insights** report is a scheduled quarterly report that compares your customer's latest spend data to the previous period. It is designed to surface timely, actionable insights without requiring you to manually pull and compare reports. |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'it's' instead of 'It is'.
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; | ||
|
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| The **Ongoing Insights** report is a scheduled quarterly report that compares your customer's latest spend data to the previous period. It is designed to surface timely, actionable insights without requiring you to manually pull and compare reports. |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is designed').
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| The **Ongoing Insights** report is a scheduled quarterly report that compares your customer's latest spend data to the previous period. It is designed to surface timely, actionable insights without requiring you to manually pull and compare reports. | ||
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| The report is generated automatically each quarter and delivered to your inbox by email. We use the emails added to the Subscriptions list during company creation (see [Create customer](/spend-insights/guides/onboard-customer#create-customer)). |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
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| The **Ongoing Insights** report is a scheduled quarterly report that compares your customer's latest spend data to the previous period. It is designed to surface timely, actionable insights without requiring you to manually pull and compare reports. | ||
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| The report is generated automatically each quarter and delivered to your inbox by email. We use the emails added to the Subscriptions list during company creation (see [Create customer](/spend-insights/guides/onboard-customer#create-customer)). |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is generated').
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| The report is generated automatically each quarter and delivered to your inbox by email. We use the emails added to the Subscriptions list during company creation (see [Create customer](/spend-insights/guides/onboard-customer#create-customer)). | ||
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| Once generated, it is also available to download from the Portal. For instructions on downloading the report, see [Download reports](/spend-insights/guides/get-report#download-report). It's not possible to manually trigger the update of this report. |
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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'it's' instead of 'it is'.
| --- | ||
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; | ||
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| Codat's **Spend Analysis** report is a detailed Excel file generated from your customer's financial data. It is generated automatically after your customer's first data sync when they connect their ERP or accounting software, or share their spend file. |
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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'it's' instead of 'It is'.
| import TabItem from "@theme/TabItem"; | ||
| import ReadNext from "@components/ReadNext"; | ||
|
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| Codat's **Spend Analysis** report is a detailed Excel file generated from your customer's financial data. It is generated automatically after your customer's first data sync when they connect their ERP or accounting software, or share their spend file. |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is generated').
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| The report proivides a structured breakdown of your customer's overall spend, payment methods, and supplier-level activity. This gives you the insights you need to identify card conversion opportunities, run supplier outreach campaigns, and monitor spend on an ongoing basis. It uses the following financial data to surface these insights: | ||
|
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments |
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🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
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Remaining comments which cannot be posted as a review comment to avoid GitHub Rate Limit
vale
docs/spend-insights/reports/spend-analysis.md|100 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|100 col 335| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|106 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|106 col 231| [Google.Passive] In general, use active voice instead of passive voice ('are concentrated').
docs/spend-insights/reports/spend-analysis.md|107 col 27| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|111 col 4| [Google.Headings] 'Supplier Analysis tab' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|113 col 58| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|113 col 61| [Google.Passive] In general, use active voice instead of passive voice ('is divided').
docs/spend-insights/reports/spend-analysis.md|126 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|126 col 171| [Google.Passive] In general, use active voice instead of passive voice ('is populated').
docs/spend-insights/reports/spend-analysis.md|126 col 205| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|126 col 287| [Google.Passive] In general, use active voice instead of passive voice ('are recorded').
docs/spend-insights/reports/spend-analysis.md|126 col 362| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|126 col 603| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 40| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is mapped').
docs/spend-insights/reports/spend-analysis.md|128 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|128 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|128 col 373| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|128 col 476| [Google.Passive] In general, use active voice instead of passive voice ('is paid').
docs/spend-insights/reports/spend-analysis.md|136 col 69| [Google.Contractions] Use 'aren't' instead of 'are not'.
docs/spend-insights/reports/spend-analysis.md|146 col 8| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|148 col 58| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|173 col 68| [Google.Contractions] Use 'haven't' instead of 'have not'.
docs/spend-insights/reports/spend-analysis.md|173 col 81| [Google.Passive] In general, use active voice instead of passive voice ('been paid').
docs/spend-insights/reports/spend-analysis.md|175 col 60| [Vale.Repetition] 'of' is repeated!
docs/spend-insights/reports/spend-analysis.md|176 col 28| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|179 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|180 col 210| [Google.Passive] In general, use active voice instead of passive voice ('be excluded').
docs/spend-insights/reports/spend-analysis.md|201 col 36| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|201 col 149| [Google.Contractions] Use 'isn't' instead of 'is not'.
docs/spend-insights/reports/spend-analysis.md|201 col 253| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|201 col 367| [Google.Passive] In general, use active voice instead of passive voice ('be paid').
docs/spend-insights/reports/spend-analysis.md|203 col 286| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|246 col 131| [Google.Passive] In general, use active voice instead of passive voice ('are designed').
docs/spend-insights/reports/spend-analysis.md|246 col 147| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|254 col 259| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|262 col 161| [Google.Contractions] Use 'it's' instead of 'it is'.
docs/spend-insights/reports/spend-analysis.md|262 col 164| [Google.Passive] In general, use active voice instead of passive voice ('is weighted').
docs/spend-insights/reports/spend-analysis.md|297 col 45| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|307 col 66| [Google.Passive] In general, use active voice instead of passive voice ('was incurred').
docs/spend-insights/reports/spend-analysis.md|325 col 62| [Google.Passive] In general, use active voice instead of passive voice ('is listed').
docs/spend-insights/reports/spend-analysis.md|333 col 193| [Google.Passive] In general, use active voice instead of passive voice ('is pulled').
docs/spend-insights/reports/spend-analysis.md|347 col 4| [Google.Headings] 'Bills, Bill payments, Direct costs' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|367 col 1| [Google.Contractions] Use 'they're' instead of 'They are'.
docs/spend-insights/reports/spend-analysis.md|367 col 6| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/spend-analysis.md|370 col 54| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|378 col 63| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|378 col 64| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|378 col 69| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 84| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 92| [Google.Quotes] Commas and periods go inside quotation marks.
| The report proivides a structured breakdown of your customer's overall spend, payment methods, and supplier-level activity. This gives you the insights you need to identify card conversion opportunities, run supplier outreach campaigns, and monitor spend on an ongoing basis. It uses the following financial data to surface these insights: | ||
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills |
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🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills | ||
| - **Expenses** — the full list of spend transactions not associated with bills (e.g. online purchases, debit card payments) |
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🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills | ||
| - **Expenses** — the full list of spend transactions not associated with bills (e.g. online purchases, debit card payments) |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
|
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills | ||
| - **Expenses** — the full list of spend transactions not associated with bills (e.g. online purchases, debit card payments) |
There was a problem hiding this comment.
🚫 [vale] reported by reviewdog 🐶
[Google.Latin] Use 'for example' instead of 'e.g.'.
| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills | ||
| - **Expenses** — the full list of spend transactions not associated with bills (e.g. online purchases, debit card payments) | ||
| - **Suppliers** — the full list of persons and companies that provide goods and services to your customer and their master data (names, contacts, addresses) |
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🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
| | **Payment method** | The inferred payment method grouping this row (e.g. Credit Card, Check, Bank Transfer). | Use to identify which payment methods are most prevalent in your customer's supplier spend and where the card conversion opportunity lies. | | ||
| | **# of suppliers** | Count of suppliers whose most common payment method is this type. | Compare across rows to understand how supplier relationships are distributed by payment method. | | ||
| | **% of all suppliers** | Share of total suppliers using this payment method. | Use alongside _# of suppliers_ because percentage alone can be misleading with small supplier numbers. | | ||
| | **% of all bills (by #)** | Share of total bill count attributed to this payment method. | Compare with _% of all bills (by amount)_. A significant difference means this method handles many small transactions or a few large ones. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **Payment method** | The inferred payment method grouping this row (e.g. Credit Card, Check, Bank Transfer). | Use to identify which payment methods are most prevalent in your customer's supplier spend and where the card conversion opportunity lies. | | ||
| | **# of suppliers** | Count of suppliers whose most common payment method is this type. | Compare across rows to understand how supplier relationships are distributed by payment method. | | ||
| | **% of all suppliers** | Share of total suppliers using this payment method. | Use alongside _# of suppliers_ because percentage alone can be misleading with small supplier numbers. | | ||
| | **% of all bills (by #)** | Share of total bill count attributed to this payment method. | Compare with _% of all bills (by amount)_. A significant difference means this method handles many small transactions or a few large ones. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **# of suppliers** | Count of suppliers whose most common payment method is this type. | Compare across rows to understand how supplier relationships are distributed by payment method. | | ||
| | **% of all suppliers** | Share of total suppliers using this payment method. | Use alongside _# of suppliers_ because percentage alone can be misleading with small supplier numbers. | | ||
| | **% of all bills (by #)** | Share of total bill count attributed to this payment method. | Compare with _% of all bills (by amount)_. A significant difference means this method handles many small transactions or a few large ones. | | ||
| | **% of all bills (by amount)** | Share of total bill value attributed to this payment method. | The primary measure of spend share by payment method. Use to quantify how much of total supplier spend is on non-card methods. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **# of bills outstanding** | Count of unpaid bills in this group. | Use with _Bills outstanding amount_ and _% bills outstanding_ to assess unpaid supplier exposure by payment method. | | ||
| | **Bills amount** | Total value of all bills in this group. | The base figure for outstanding and late payment percentage calculations in this row. | | ||
| | **Bills outstanding amount** | Total value of unpaid bills in this group. | Quantifies supplier exposure by payment method. For example, high outstanding amounts on non-card methods may indicate cash flow or process issues. | | ||
| | **% bills outstanding (by amount)** | Outstanding bill value as a percentage of total bill value for this group. | Use with _# of bills outstanding_, _Average payment terms_, and _Average settlement period_ to understand why bills are outstanding. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **Bills outstanding amount** | Total value of unpaid bills in this group. | Quantifies supplier exposure by payment method. For example, high outstanding amounts on non-card methods may indicate cash flow or process issues. | | ||
| | **% bills outstanding (by amount)** | Outstanding bill value as a percentage of total bill value for this group. | Use with _# of bills outstanding_, _Average payment terms_, and _Average settlement period_ to understand why bills are outstanding. | | ||
| | **# of bills paid late** | Count of bills in this group paid after their due date. | Indicates payment reliability by method. High late counts on check or bank transfer act as a strong argument for card migration. | | ||
| | **Bills paid late amount** | Total value of bills in this group paid after their due date. | Use with _% bills paid late_ to assess whether lateness is concentrated in high or low-value bills. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is concentrated').
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Remaining comments which cannot be posted as a review comment to avoid GitHub Rate Limit
vale
docs/spend-insights/reports/spend-analysis.md|113 col 58| [Google.Contractions] Use 'it's' instead of 'It is'.
docs/spend-insights/reports/spend-analysis.md|113 col 61| [Google.Passive] In general, use active voice instead of passive voice ('is divided').
docs/spend-insights/reports/spend-analysis.md|126 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|126 col 171| [Google.Passive] In general, use active voice instead of passive voice ('is populated').
docs/spend-insights/reports/spend-analysis.md|126 col 205| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|126 col 287| [Google.Passive] In general, use active voice instead of passive voice ('are recorded').
docs/spend-insights/reports/spend-analysis.md|126 col 362| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|126 col 603| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 40| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|127 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is mapped').
docs/spend-insights/reports/spend-analysis.md|128 col 32| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|128 col 215| [Google.Passive] In general, use active voice instead of passive voice ('is set').
docs/spend-insights/reports/spend-analysis.md|128 col 373| [Google.Passive] In general, use active voice instead of passive voice ('is determined').
docs/spend-insights/reports/spend-analysis.md|128 col 476| [Google.Passive] In general, use active voice instead of passive voice ('is paid').
docs/spend-insights/reports/spend-analysis.md|136 col 69| [Google.Contractions] Use 'aren't' instead of 'are not'.
docs/spend-insights/reports/spend-analysis.md|146 col 8| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|148 col 58| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|173 col 68| [Google.Contractions] Use 'haven't' instead of 'have not'.
docs/spend-insights/reports/spend-analysis.md|173 col 81| [Google.Passive] In general, use active voice instead of passive voice ('been paid').
docs/spend-insights/reports/spend-analysis.md|175 col 60| [Vale.Repetition] 'of' is repeated!
docs/spend-insights/reports/spend-analysis.md|176 col 28| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|179 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|180 col 210| [Google.Passive] In general, use active voice instead of passive voice ('be excluded').
docs/spend-insights/reports/spend-analysis.md|201 col 36| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|201 col 149| [Google.Contractions] Use 'isn't' instead of 'is not'.
docs/spend-insights/reports/spend-analysis.md|201 col 253| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|201 col 367| [Google.Passive] In general, use active voice instead of passive voice ('be paid').
docs/spend-insights/reports/spend-analysis.md|203 col 286| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|246 col 131| [Google.Passive] In general, use active voice instead of passive voice ('are designed').
docs/spend-insights/reports/spend-analysis.md|246 col 147| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|254 col 259| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|262 col 161| [Google.Contractions] Use 'it's' instead of 'it is'.
docs/spend-insights/reports/spend-analysis.md|262 col 164| [Google.Passive] In general, use active voice instead of passive voice ('is weighted').
docs/spend-insights/reports/spend-analysis.md|307 col 70| [Google.Passive] In general, use active voice instead of passive voice ('was incurred').
docs/spend-insights/reports/spend-analysis.md|325 col 62| [Google.Passive] In general, use active voice instead of passive voice ('is listed').
docs/spend-insights/reports/spend-analysis.md|333 col 193| [Google.Passive] In general, use active voice instead of passive voice ('is pulled').
docs/spend-insights/reports/spend-analysis.md|347 col 4| [Google.Headings] 'Bills, Bill payments, Direct costs' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|367 col 1| [Google.Contractions] Use 'they're' instead of 'They are'.
docs/spend-insights/reports/spend-analysis.md|367 col 6| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/spend-analysis.md|370 col 54| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|378 col 63| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|378 col 64| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|378 col 69| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 84| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 92| [Google.Quotes] Commas and periods go inside quotation marks.
| If you don't see all reports in the download list, this may be because: | ||
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| - The report hasn't been generated yet. Select **Update reports** from the download dropdown to trigger a refresh. | ||
| - The report type is disabled for your organization. Reach out to your account manager to enable it. |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is disabled').
| If you don't see all reports in the download list, this may be because: | ||
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| - The report hasn't been generated yet. Select **Update reports** from the download dropdown to trigger a refresh. | ||
| - The report type is disabled for your organization. Reach out to your account manager to enable it. |
There was a problem hiding this comment.
[Google.WordList] Use 'turn off' or 'off' instead of 'disabled'.
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| - The report hasn't been generated yet. Select **Update reports** from the download dropdown to trigger a refresh. | ||
| - The report type is disabled for your organization. Reach out to your account manager to enable it. | ||
| - The **Ongoing Insights** company report is generated quarterly. If a quarter hasn't passed since the initial data sharing, the report won't appear in the list. |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is generated').
| displayed_sidebar: spendInsights | ||
| --- | ||
|
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| import Tabs from "@theme/Tabs"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
| --- | ||
|
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| import Tabs from "@theme/Tabs"; | ||
| import TabItem from "@theme/TabItem"; |
There was a problem hiding this comment.
📝 [vale] reported by reviewdog 🐶
[Google.Semicolons] Use semicolons judiciously.
| | **% bills outstanding (by amount)** | Outstanding bill value as a percentage of total bill value for this group. | Use with _# of bills outstanding_, _Average payment terms_, and _Average settlement period_ to understand why bills are outstanding. | | ||
| | **# of bills paid late** | Count of bills in this group paid after their due date. | Indicates payment reliability by method. High late counts on check or bank transfer act as a strong argument for card migration. | | ||
| | **Bills paid late amount** | Total value of bills in this group paid after their due date. | Use with _% bills paid late_ to assess whether lateness is concentrated in high or low-value bills. | | ||
| | **% bills paid late (by amount)** | Late bill value as a percentage of total bill value for this group. | Compare with _Average payment terms_ and _Average settlement period_. If settlement period consistently exceeds terms, this percentage will be high. Together these three columns build the case for card programs that extend effective payment terms. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.
| | **Average payment amount** | Total payments value divided by number of payments in this group. | Smaller average payments are typically better virtual card candidates than large single payments. | | ||
| | **Average payment terms** | The average number of days between bill issue date and bill due date across all bills in this group. <br/><br/>Calculated across all bills and weighted so that higher-value bills have more influence on the result. | Compare with _Average settlement period_. Terms greater than settlement means the customer repays early, and settlement greater than terms means customer repays late. | | ||
| | **Average settlement period** |The averae number of days between bill issue date and actual payment date across all bills in this group. <br/><br/>Calculated across all bills and weighted so that higher-value bills have more influence on the result. | Compare directly with _Average payment terms_ to identify which payment methods have the worst payment timing. | | ||
| | **% of all direct costs (by #)** | Share of total direct cost count attributed to this payment method. | Shows whether direct cost transactions are concentrated in particular payment methods. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **Average payment amount** | Total payments value divided by number of payments in this group. | Smaller average payments are typically better virtual card candidates than large single payments. | | ||
| | **Average payment terms** | The average number of days between bill issue date and bill due date across all bills in this group. <br/><br/>Calculated across all bills and weighted so that higher-value bills have more influence on the result. | Compare with _Average settlement period_. Terms greater than settlement means the customer repays early, and settlement greater than terms means customer repays late. | | ||
| | **Average settlement period** |The averae number of days between bill issue date and actual payment date across all bills in this group. <br/><br/>Calculated across all bills and weighted so that higher-value bills have more influence on the result. | Compare directly with _Average payment terms_ to identify which payment methods have the worst payment timing. | | ||
| | **% of all direct costs (by #)** | Share of total direct cost count attributed to this payment method. | Shows whether direct cost transactions are concentrated in particular payment methods. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('are concentrated').
| | **Average payment terms** | The average number of days between bill issue date and bill due date across all bills in this group. <br/><br/>Calculated across all bills and weighted so that higher-value bills have more influence on the result. | Compare with _Average settlement period_. Terms greater than settlement means the customer repays early, and settlement greater than terms means customer repays late. | | ||
| | **Average settlement period** |The averae number of days between bill issue date and actual payment date across all bills in this group. <br/><br/>Calculated across all bills and weighted so that higher-value bills have more influence on the result. | Compare directly with _Average payment terms_ to identify which payment methods have the worst payment timing. | | ||
| | **% of all direct costs (by #)** | Share of total direct cost count attributed to this payment method. | Shows whether direct cost transactions are concentrated in particular payment methods. | | ||
| | **% of all direct costs (by amount)** | Share of total direct cost value attributed to this payment method. | Use to identify payment methods where significant spend is occurring outside of Accounts Payable. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **# of direct costs** | Count of direct cost transactions in this group. | High direct cost counts on non-card methods indicate ad hoc spend that isn't reflected in Accounts Payable. | | ||
| | **Direct costs amount** | Total value of direct costs in this group. | Compare with bills amount to understand the full spend picture for this payment method, including spend that isn't reflected in Accounts Payable. | | ||
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| ## Supplier Analysis tab |
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📝 [vale] reported by reviewdog 🐶
[Google.Headings] 'Supplier Analysis tab' should use sentence-style capitalization.
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vale
docs/spend-insights/reports/spend-analysis.md|176 col 28| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|179 col 23| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|180 col 210| [Google.Passive] In general, use active voice instead of passive voice ('be excluded').
docs/spend-insights/reports/spend-analysis.md|201 col 36| [Google.WordList] Use 'preceding' instead of 'above'.
docs/spend-insights/reports/spend-analysis.md|201 col 149| [Google.Contractions] Use 'isn't' instead of 'is not'.
docs/spend-insights/reports/spend-analysis.md|201 col 253| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|201 col 367| [Google.Passive] In general, use active voice instead of passive voice ('be paid').
docs/spend-insights/reports/spend-analysis.md|203 col 286| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|246 col 131| [Google.Passive] In general, use active voice instead of passive voice ('are designed').
docs/spend-insights/reports/spend-analysis.md|246 col 147| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|254 col 259| [Google.Passive] In general, use active voice instead of passive voice ('be used').
docs/spend-insights/reports/spend-analysis.md|262 col 161| [Google.Contractions] Use 'it's' instead of 'it is'.
docs/spend-insights/reports/spend-analysis.md|262 col 164| [Google.Passive] In general, use active voice instead of passive voice ('is weighted').
docs/spend-insights/reports/spend-analysis.md|297 col 45| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|307 col 66| [Google.Passive] In general, use active voice instead of passive voice ('was incurred').
docs/spend-insights/reports/spend-analysis.md|325 col 62| [Google.Passive] In general, use active voice instead of passive voice ('is listed').
docs/spend-insights/reports/spend-analysis.md|333 col 193| [Google.Passive] In general, use active voice instead of passive voice ('is pulled').
docs/spend-insights/reports/spend-analysis.md|347 col 4| [Google.Headings] 'Bills, Bill payments, Direct costs' should use sentence-style capitalization.
docs/spend-insights/reports/spend-analysis.md|367 col 1| [Google.Contractions] Use 'they're' instead of 'They are'.
docs/spend-insights/reports/spend-analysis.md|367 col 6| [Google.Passive] In general, use active voice instead of passive voice ('are determined').
docs/spend-insights/reports/spend-analysis.md|370 col 54| [Google.Will] Avoid using 'will'.
docs/spend-insights/reports/spend-analysis.md|378 col 63| [Google.Parens] Use parentheses judiciously.
docs/spend-insights/reports/spend-analysis.md|378 col 64| [Google.Latin] Use 'for example' instead of 'e.g.'.
docs/spend-insights/reports/spend-analysis.md|378 col 69| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 84| [Google.Quotes] Commas and periods go inside quotation marks.
docs/spend-insights/reports/spend-analysis.md|378 col 92| [Google.Quotes] Commas and periods go inside quotation marks.
| | **Bills amount (new suppliers only)** | Total value of bills raised by new suppliers in the latest quarter. | Quantifies the financial importance of new supplier relationships. High amounts make these suppliers priority candidates for card enablement. | | ||
| | **# of Payments (new suppliers only)** | Total number of payments made to new suppliers in the latest quarter. | Compare with bills count to understand payment patterns. | | ||
| | **Payments amount (new suppliers only)** | Total value of payments made to new suppliers in the latest quarter. | Cross-reference with bills amount to check for patterns. A significant gap may indicate outstanding balances with new suppliers. | | ||
| | **# of Direct costs (new suppliers only)** | Total number of expense transactions associated with new suppliers in the latest quarter. | A high count relative to bill count suggests new suppliers are being paid outside of the formal supplier process. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
| | **Bills amount (new suppliers only)** | Total value of bills raised by new suppliers in the latest quarter. | Quantifies the financial importance of new supplier relationships. High amounts make these suppliers priority candidates for card enablement. | | ||
| | **# of Payments (new suppliers only)** | Total number of payments made to new suppliers in the latest quarter. | Compare with bills count to understand payment patterns. | | ||
| | **Payments amount (new suppliers only)** | Total value of payments made to new suppliers in the latest quarter. | Cross-reference with bills amount to check for patterns. A significant gap may indicate outstanding balances with new suppliers. | | ||
| | **# of Direct costs (new suppliers only)** | Total number of expense transactions associated with new suppliers in the latest quarter. | A high count relative to bill count suggests new suppliers are being paid outside of the formal supplier process. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('being paid').
| | **# of Payments (new suppliers only)** | Total number of payments made to new suppliers in the latest quarter. | Compare with bills count to understand payment patterns. | | ||
| | **Payments amount (new suppliers only)** | Total value of payments made to new suppliers in the latest quarter. | Cross-reference with bills amount to check for patterns. A significant gap may indicate outstanding balances with new suppliers. | | ||
| | **# of Direct costs (new suppliers only)** | Total number of expense transactions associated with new suppliers in the latest quarter. | A high count relative to bill count suggests new suppliers are being paid outside of the formal supplier process. | | ||
| | **Direct costs amount (new suppliers only)** | Total value of expense transactions associated with new suppliers in the latest quarter. | Add to bills amount for a complete picture of total spend with new suppliers. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills | ||
| - **Expenses** — the full list of spend transactions not associated with bills (e.g. online purchases, debit card payments) |
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🚫 [vale] reported by reviewdog 🐶
[Google.EmDash] Don't put a space before or after a dash.
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| - **Bills** — the full list of documents issued by your customer's suppliers as requests for payments | ||
| - **Payments** — the full list of payments made by your customer against those bills | ||
| - **Expenses** — the full list of spend transactions not associated with bills (e.g. online purchases, debit card payments) |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
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| In the above example, the supplier _Adams Group_ is most commonly paid by a bank transfer and first appeared in the file on September 01, 2025. |
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[Google.WordList] Use 'preceding' instead of 'above'.
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| In the above example, the supplier _Adams Group_ is most commonly paid by a bank transfer and first appeared in the file on September 01, 2025. | ||
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| If you download a spend analysis file a month later, you will be able to identify new suppliers by using the imported date. |
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📝 [vale] reported by reviewdog 🐶
[Google.Will] Avoid using 'will'.
| | Column | Description | What it tells you | | ||
| |------------------------------------|--------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------| | ||
| | **# of bills** | Count of all bills raised by a supplier in the reporting period, excluding voided or cancelled records.| Reflects the transaction frequency with the supplier. <br/> A high bill count with a low total amount may indicate many small purchases and benefit from card consolidation. | | ||
| | **# of bills outstanding** | The number of bills that have not yet been paid where the amount due is greater than zero. | A high number of outstanding bills in relation to total bill count may indicate cash flow constraints or delays in the payment processes. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'haven't' instead of 'have not'.
| | Column | Description | What it tells you | | ||
| |------------------------------------|--------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------| | ||
| | **# of bills** | Count of all bills raised by a supplier in the reporting period, excluding voided or cancelled records.| Reflects the transaction frequency with the supplier. <br/> A high bill count with a low total amount may indicate many small purchases and benefit from card consolidation. | | ||
| | **# of bills outstanding** | The number of bills that have not yet been paid where the amount due is greater than zero. | A high number of outstanding bills in relation to total bill count may indicate cash flow constraints or delays in the payment processes. | |
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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('been paid').
| | **# of bills** | Count of all bills raised by a supplier in the reporting period, excluding voided or cancelled records.| Reflects the transaction frequency with the supplier. <br/> A high bill count with a low total amount may indicate many small purchases and benefit from card consolidation. | | ||
| | **# of bills outstanding** | The number of bills that have not yet been paid where the amount due is greater than zero. | A high number of outstanding bills in relation to total bill count may indicate cash flow constraints or delays in the payment processes. | | ||
| | **Bills amount** | The total value of all bills raised by a specific supplier listed in base currency. | The primary measure of spend with a supplier. Higher spend may mean greater cashback potential. <br/> Use it to rank suppliers for card enablement. | | ||
| | **Bills outstanding amount** | The total value of of remaining due amount across all unpaid bills in base currency. | Helps you understand how much your customer currently owes their suppliers. <br/> High outstanding amounts in relation to total spend may indicate payment delays worth exploring. | |
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🚫 [vale] reported by reviewdog 🐶
[Vale.Repetition] 'of' is repeated!
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