Tier 1: How to Set Up Spend Exclusions

Spend exclusions allow you to remove specific suppliers or classifications from your total spend reporting. This helps ensure that non-reportable or internal spend is not included in dashboards or formal reports (e.g., Tier 1, AB1392).

1. Navigate to Spend Exclusion tool

• Go to the Tier 1 App > Tier 1 Spend Dashboard
• Click Tier 1 Tools menu and Manage Spend Exclusions

2. Create a New Exclusion Group

• Click Manage Group > Add New Group
• Enter a Group Name and Description
  (e.g., “Non-Addressable”, "NY State Reporting" or “Internal”)

3. Add Specified Suppliers or Spend/Supplier Classifications to New Exclusion Group

• Search for suppliers with spend during a specific period (e.g. 2023), search by company name or supplier number.
• Once you have located the supplier, select the Exclude icon under the Action column & specify the exclusion settings on the next view.

• Exclude Supplier: This option allows you to exclude all spend associated with a specific supplier from being included in the total spend. This is useful when you have a supplier whose entire spend should not be reported.
• Exclude Supplier with Date Range: This setting enables you to exclude spend from a particular supplier only within a specified date range. For example, if a supplier had non-reportable spend during a specific quarter, you could use this to exclude just that period.
• Exclude Supplier with Spend Details: This option provides the most granular control. It allows you to exclude specific spend details (individual transactions) from a given supplier. This is useful when only certain portions of a supplier's spend are non-reportable, and you need to specify those exact items.

• Additionally, if you have Spend or Supplier Classifications set up, you may select specific categories to exclude

4. Review Your Exclusions

• Your selections will automatically save and you can click the eye icon to view all excluded suppliers/classifications for a specified exclusion group.
• Edits: If you need to 'include' any suppliers/classifications, select Include icon for specified supplier or proceed to to the Spend Classification or Supplier Classification tabs to deselect any classifications you do not want to include in this group. Lastly, you can delete a group by selecting 'Manage Group'.

5. Apply Your Group

• Your exclusion group is now available for use in:

  • Tier 1 Dashboard filters
  • Ad hoc reports
  • AB1392 reports

  Select your group from the Exclusion Group dropdown when generating reports where applicable. 

  For an interactive walkthrough guide to complete these steps, please refer to Tier 1 - Manage Spend Exclusions