Wallet views
If you are the Account Owner or Controller of the account, you have access to 2 views:
The Controller Dashboard view, which includes the total amount on your Spendesk wallet, the available amount, and the scheduled transfers/limits on cards.
The detailed view in Settings > Your wallet > Wallet details tab.
It includes:
Amount available for new requests: Amount that can be used for new requests/expenses in the Requests tab
Scheduled transfers (Expense Claims and Invoices).
Allocated on cards: This corresponds to the amounts currently assigned as a "budget" on cards. It is the sum of what is available on :
the budgets of recurring cards (Subscriptions tab)
budgets for physical cards (Cards tab)
validated requests (Requests tab) when the user has clicked on "Get Card" (money is locked on the card but not yet spent).
Please note:
There is always an extra +2€/£/$ added to each card for security reasons.
About account funding
☝️ As soon as amounts are added to your Spendesk account, the cards are topped up in this order of priority:
physical cards, from the highest budget to the lowest.
Subscription cards, from the highest budget to the lowest.
Your funds are insufficient to cover your card expenses
If the amount on your Spendesk account is insufficient to cover your expenses for the month (= card limits) the Controller view of your home page displays a "shortfall", which is the difference between your established card limits and the funds that were loaded on your account up to now.
The account details also change in this case: they display the amount to be transferred to your Spendesk account to cover the shortfall.
