Download and send an audit report on Spendesk
Auditors often ask for a signed confirmation of your Spendesk account balance. You can download this document, called a confirmation of balance, directly from your Spendesk settings and send it to your auditor by email or post.
For: Account Owners and Controllers.
Before you start
Only Account Owners and Controllers can download the confirmation of balance.
The document is available in French, English, German, and Spanish.
The document downloads in your Spendesk display language. Change your language under Avatar > My profile before downloading if you need a different one, then switch it back afterward.
The confirmation of balance downloads as a PDF and is electronically signed to guarantee its authenticity for auditors.
Step-by-step instructions
Log in to your Spendesk account.
Navigate to Wallet > Account statements.
Click Confirmation of balance.
Select the date you need confirmed (auditors usually request December 31, but you can choose any date).
Click Download.
Your confirmation of balance downloads as a PDF, ready to share.
Sending the audit report
Once downloaded, share the confirmation of balance with your auditor by:
Attaching it to an email.
Printing it and sending it by post.
💡 Tip: Send the PDF file directly rather than a ZIP archive. Some auditors cannot open ZIP files correctly.
Troubleshooting
Symptom: You can't find the "Confirmation of balance" option in Settings.
Cause: You don't have the Account Owner or Controller role.
Resolution: Ask your Account Owner or a Controller to download the confirmation of balance for you, or request that they grant you the Controller role.
Symptom: The document is in the wrong language.
Cause: The confirmation of balance downloads in your current Spendesk display language.
Resolution: Go to Avatar > My profile, change your language to French, English, German, or Spanish, then download the document again.
Symptom: You get an error when trying to download the confirmation of balance.
Cause: This can be a temporary technical issue rather than a permissions problem.
Resolution: Confirm you're logged in with an Account Owner or Controller role, then retry. If the error persists, contact Spendesk Support with a screenshot of the error message.
👥 Roles: Only Account Owners and Controllers can download the confirmation of balance.
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