From 634212c5a19ecdc9bb848e31215b8a83c8251b2c Mon Sep 17 00:00:00 2001 From: Ted Date: Tue, 26 May 2026 11:12:59 +0100 Subject: [PATCH 1/4] NABU-1538: clarify Spend vs Supplier Analysis minimum-spend filter MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The Annual Supplier Minimum Spend threshold only filters the Supplier Analysis tab — Spend Analysis tab totals are calculated across all suppliers. Add a note and tighten the Customer-tab row to set the right expectation when the threshold is non-zero. Co-Authored-By: Claude Opus 4.7 (1M context) --- docs/spend-insights/reports/spend-analysis.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/docs/spend-insights/reports/spend-analysis.md b/docs/spend-insights/reports/spend-analysis.md index b1ba005ab..b1d5687fc 100644 --- a/docs/spend-insights/reports/spend-analysis.md +++ b/docs/spend-insights/reports/spend-analysis.md @@ -51,7 +51,7 @@ This tab includes: | --------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | Company name, Registration #, Tax #, Phone, Addresses, Web links | Administrative details of the customer entity. | Use to identify and verify the customer for compliance purposes. | | Start date, End date, Months reviewed | The date range covered by the report. | Source data used in the report is selected based on these dates.
Codat sets these values based on your organization's requirements. | -| Excludes suppliers with annual spend below | The minimum annual spend threshold that is applied when selecting suppliers for the report. | Suppliers with lower spend are filtered out to focus on meaningful relationships.
Codat sets these values based on your organization's requirements. | +| Excludes suppliers with annual spend below | The minimum annualized spend threshold applied when selecting suppliers for the **Supplier Analysis** tab. The **Spend Analysis** tab totals are calculated across all suppliers and are not affected by this threshold. | Suppliers with annualized spend below this value are excluded from the Supplier Analysis tab to focus on meaningful relationships. As a result, Spend Analysis _Overall_ totals can exceed the sum of Supplier Analysis rows when the threshold is non-zero.
Codat sets these values based on your organization's requirements. | | Suppliers count, # of bills, Bills amount, # of payments, Payments amount, # of Expenses, Expenses amount | High-level volume and value totals across all suppliers in the report. | Use these summary values for quick checks on data quality, calculating your own metrics, or initial conversations with your customers. | ## Entity Spend Breakdown tab @@ -80,6 +80,10 @@ Each row in the tab represents a payment method (Credit Card, Debit Card, Bank T - **Identify payment patterns at a glance.** Methods like check often have longer settlement times and higher processing costs, and you can easily spot their prevalence. - **Benchmark payment behavior.** Compare the distribution across payment methods over time to track the impact of card enablement efforts. +:::note Scope of Spend Analysis totals +The **Spend Analysis** tab aggregates bills, payments, and expenses across **all** suppliers in the reporting period. It is **not** filtered by the _Excludes suppliers with annual spend below_ threshold shown on the Customer tab — that filter only applies to the **Supplier Analysis** tab. When the threshold is non-zero, the Spend Analysis _Overall_ totals will be higher than the sum of the Supplier Analysis supplier rows. +::: + ### Definitions | Column | Description | What it tells you | From 965b370f8c0aa43dcde8c132713e87ba7607c96a Mon Sep 17 00:00:00 2001 From: Ted Date: Tue, 26 May 2026 14:03:04 +0100 Subject: [PATCH 2/4] Tighten Customer-tab row to fit prettier table widths Shorten the *Excludes suppliers with annual spend below* row so prettier's markdown table check stays green; the detailed Spend vs Supplier divergence already lives in the :::note added under the Spend Analysis tab. Co-Authored-By: Claude Opus 4.7 (1M context) --- docs/spend-insights/reports/spend-analysis.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/spend-insights/reports/spend-analysis.md b/docs/spend-insights/reports/spend-analysis.md index b1d5687fc..5037b81a7 100644 --- a/docs/spend-insights/reports/spend-analysis.md +++ b/docs/spend-insights/reports/spend-analysis.md @@ -51,7 +51,7 @@ This tab includes: | --------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | Company name, Registration #, Tax #, Phone, Addresses, Web links | Administrative details of the customer entity. | Use to identify and verify the customer for compliance purposes. | | Start date, End date, Months reviewed | The date range covered by the report. | Source data used in the report is selected based on these dates.
Codat sets these values based on your organization's requirements. | -| Excludes suppliers with annual spend below | The minimum annualized spend threshold applied when selecting suppliers for the **Supplier Analysis** tab. The **Spend Analysis** tab totals are calculated across all suppliers and are not affected by this threshold. | Suppliers with annualized spend below this value are excluded from the Supplier Analysis tab to focus on meaningful relationships. As a result, Spend Analysis _Overall_ totals can exceed the sum of Supplier Analysis rows when the threshold is non-zero.
Codat sets these values based on your organization's requirements. | +| Excludes suppliers with annual spend below | The minimum supplier spend threshold; applies to the Supplier Analysis tab only. | Suppliers below this threshold are excluded from Supplier Analysis.
Codat sets these values based on your organization's requirements. | | Suppliers count, # of bills, Bills amount, # of payments, Payments amount, # of Expenses, Expenses amount | High-level volume and value totals across all suppliers in the report. | Use these summary values for quick checks on data quality, calculating your own metrics, or initial conversations with your customers. | ## Entity Spend Breakdown tab From 212b96bb2ec54ff30825bffc1facdba5bbf09734 Mon Sep 17 00:00:00 2001 From: Ted Date: Tue, 26 May 2026 14:21:54 +0100 Subject: [PATCH 3/4] Rebalance Customer-tab column widths to match prettier Co-Authored-By: Claude Opus 4.7 (1M context) --- docs/spend-insights/reports/spend-analysis.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/spend-insights/reports/spend-analysis.md b/docs/spend-insights/reports/spend-analysis.md index 5037b81a7..6114b810f 100644 --- a/docs/spend-insights/reports/spend-analysis.md +++ b/docs/spend-insights/reports/spend-analysis.md @@ -47,12 +47,12 @@ The **Customer** tab provides an at-a-glance view of the company you're reviewin This tab includes: -| Detail | Description | What it tells you | -| --------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | -| Company name, Registration #, Tax #, Phone, Addresses, Web links | Administrative details of the customer entity. | Use to identify and verify the customer for compliance purposes. | -| Start date, End date, Months reviewed | The date range covered by the report. | Source data used in the report is selected based on these dates.
Codat sets these values based on your organization's requirements. | -| Excludes suppliers with annual spend below | The minimum supplier spend threshold; applies to the Supplier Analysis tab only. | Suppliers below this threshold are excluded from Supplier Analysis.
Codat sets these values based on your organization's requirements. | -| Suppliers count, # of bills, Bills amount, # of payments, Payments amount, # of Expenses, Expenses amount | High-level volume and value totals across all suppliers in the report. | Use these summary values for quick checks on data quality, calculating your own metrics, or initial conversations with your customers. | +| Detail | Description | What it tells you | +| --------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | +| Company name, Registration #, Tax #, Phone, Addresses, Web links | Administrative details of the customer entity. | Use to identify and verify the customer for compliance purposes. | +| Start date, End date, Months reviewed | The date range covered by the report. | Source data used in the report is selected based on these dates.
Codat sets these values based on your organization's requirements. | +| Excludes suppliers with annual spend below | The minimum supplier spend threshold; applies to the Supplier Analysis tab only. | Suppliers below this threshold are excluded from Supplier Analysis.
Codat sets these values based on your organization's requirements. | +| Suppliers count, # of bills, Bills amount, # of payments, Payments amount, # of Expenses, Expenses amount | High-level volume and value totals across all suppliers in the report. | Use these summary values for quick checks on data quality, calculating your own metrics, or initial conversations with your customers. | ## Entity Spend Breakdown tab From 0fe1ef690a2b94192a9603d4d5aff96b0dd60b65 Mon Sep 17 00:00:00 2001 From: Ted Date: Tue, 26 May 2026 14:37:04 +0100 Subject: [PATCH 4/4] Address vale review comments on Customer-tab row and :::note MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Rephrase the Insight cell to active voice ("The Supplier Analysis tab omits suppliers below this threshold") - Rewrite the :::note to drop passive voice, the "is not"/"non-zero" constructions, the spaced em-dash, and "will" — keeping the same meaning Co-Authored-By: Claude Opus 4.7 (1M context) --- docs/spend-insights/reports/spend-analysis.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/spend-insights/reports/spend-analysis.md b/docs/spend-insights/reports/spend-analysis.md index 6114b810f..1baeee79d 100644 --- a/docs/spend-insights/reports/spend-analysis.md +++ b/docs/spend-insights/reports/spend-analysis.md @@ -47,12 +47,12 @@ The **Customer** tab provides an at-a-glance view of the company you're reviewin This tab includes: -| Detail | Description | What it tells you | -| --------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | -| Company name, Registration #, Tax #, Phone, Addresses, Web links | Administrative details of the customer entity. | Use to identify and verify the customer for compliance purposes. | -| Start date, End date, Months reviewed | The date range covered by the report. | Source data used in the report is selected based on these dates.
Codat sets these values based on your organization's requirements. | -| Excludes suppliers with annual spend below | The minimum supplier spend threshold; applies to the Supplier Analysis tab only. | Suppliers below this threshold are excluded from Supplier Analysis.
Codat sets these values based on your organization's requirements. | -| Suppliers count, # of bills, Bills amount, # of payments, Payments amount, # of Expenses, Expenses amount | High-level volume and value totals across all suppliers in the report. | Use these summary values for quick checks on data quality, calculating your own metrics, or initial conversations with your customers. | +| Detail | Description | What it tells you | +| --------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | +| Company name, Registration #, Tax #, Phone, Addresses, Web links | Administrative details of the customer entity. | Use to identify and verify the customer for compliance purposes. | +| Start date, End date, Months reviewed | The date range covered by the report. | Source data used in the report is selected based on these dates.
Codat sets these values based on your organization's requirements. | +| Excludes suppliers with annual spend below | The minimum supplier spend threshold; applies to the Supplier Analysis tab only. | The Supplier Analysis tab omits suppliers below this threshold.
Codat sets these values based on your organization's requirements. | +| Suppliers count, # of bills, Bills amount, # of payments, Payments amount, # of Expenses, Expenses amount | High-level volume and value totals across all suppliers in the report. | Use these summary values for quick checks on data quality, calculating your own metrics, or initial conversations with your customers. | ## Entity Spend Breakdown tab @@ -81,7 +81,7 @@ Each row in the tab represents a payment method (Credit Card, Debit Card, Bank T - **Benchmark payment behavior.** Compare the distribution across payment methods over time to track the impact of card enablement efforts. :::note Scope of Spend Analysis totals -The **Spend Analysis** tab aggregates bills, payments, and expenses across **all** suppliers in the reporting period. It is **not** filtered by the _Excludes suppliers with annual spend below_ threshold shown on the Customer tab — that filter only applies to the **Supplier Analysis** tab. When the threshold is non-zero, the Spend Analysis _Overall_ totals will be higher than the sum of the Supplier Analysis supplier rows. +The **Spend Analysis** tab aggregates bills, payments, and expenses across **all** suppliers in the reporting period. The _Excludes suppliers with annual spend below_ threshold on the Customer tab applies only to the **Supplier Analysis** tab. When that threshold is above zero, the Spend Analysis _Overall_ totals exceed the sum of the Supplier Analysis supplier rows. ::: ### Definitions