Access your profile
To edit your profile information you will need to go to you profile:
Click on your avatar in the bottom left hand corner of Spendesk,
Then select My Profile.
Edit your phone number
To update your phone number:
From your profile page, click on the Security tab
Next to your phone number, click on Edit
You'll receive a unique link by email, follow the instructions to update your phone number
You can also update your mobile phone number from the mobile app.
Note: your phone number and email address are linked to your cards and it will be used for 3DS confirmation texts.
Edit your password
You can reset your password from your profile, or using the login page, by clicking on "Forgot?" in the password line. That is, of course, if you don't usually log in through Gmail/Microsoft/SAML SSO authentication.
Understand your approval policy
You can have a look at the spending rules and control on your profile.
However, you cannot edit this information unless you also have the 'Admin' role.
Bank information
You can add your banking information from the desktop version or the mobile app if "Reimburse via Spendesk" or XML SEPA is enabled on your company's account. Steps for Employees:
Navigate to your Spendesk profile via the desktop version or the mobile app.
Enter your IBAN in the provided field. Note that the IBAN and account number are often the same based on international standards.
Verify your IBAN matches the Spendesk wallet currency (e.g., EUR wallet requires European IBAN). Admin Responsibilities: If modifications are needed for bank details after they are added, only Admins can update these for security reasons. To update:
Go to Settings > Members in the Spendesk admin portal.
Make the necessary changes to the employee’s profile. Important: If Spendesk is integrated with your company’s HR system, updates to bank details should be made in the HR tool, as these will automatically sync to Spendesk..
Your bank information must be consistent with the wallet's currency format to ensure seamless reimbursements. For example, an EUR wallet should be linked to an European IBAN, and a GBP wallet should have a British IBAN.
Examples of Proper Currency Formatting:
In instances where only account number and name fields are provided, the IBAN usually serves the role of the account number. Also, if no field exists for SWIFT codes, the transaction may not require it.
Examples:
If your wallet is in USD, you cannot add a German SEPA IBAN on Spendesk.
Accounts with wallets in EUR may accommodate both French and Spanish IBANs without issues.
If your wallet is in USD, you cannot add Canadian bank information.
If your wallet is in EUR, filling your bank info with FR or Spanish IBAN won't make much of a difference: you can fill it with both.
Make sure to avoid any special character in the Account holder name field as the bank details can otherwise be refused.
Ex: my name is 'Michèle' -> I will type 'Michele'.
Your Roles
Your reminder of what you can do on the interface!
Example :
"As a Requester you can:
Make new purchase requests.
Upload invoices."
You cannot edit your Role on Spendesk by yourself, an Admin has to do it for you.