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Activate secured wire transfer reimbursement

Account owners, set up the confirmation of your wire transfers via mobile!

Activate secured wire transfer for expense claim reimbursement

Account Owners can activate secure mobile confirmation for wire transfer for expense claim reimbursements, adding an extra layer of protection before funds leave your Spendesk Wallet.

For: Account Owners on plans with expense claim wire transfer reimbursement (Standard reimbursement flow).

Before you start

  • You must be the Account Owner — this feature isn't available to Admins or Controllers.

  • Wire transfer reimbursement must be supported for your entity (contact support if the option is greyed out).

  • You need a mobile device to download the Spendesk app and complete secured access enrollment.

Step-by-step instructions

Step 1: Download the mobile app and create secured access

  1. Go to your App Store or Play Store.

  2. Search for "Spendesk".

  3. Download the Spendesk mobile app.

  4. Log in using email, Google, Microsoft, or SAML-SSO.

💡 You can also download the app directly from spendesk.com/mobile.

Step 2: Activate the wire transfer payment method

  1. Navigate to Settings > Company settings > Payment methods.

  2. Click the button to activate the wire transfer option.

👥 Only Account Owners can perform this action.

You can turn this payment method on or off at any time, along with your other payment methods.

Step 3: Complete mobile enrollment

  • If you already created a security code on mobile: the "Reimburse from Spendesk" option activates immediately.

  • If you haven't set up mobile security yet: Spendesk displays a screen asking you to download the app and create a security code. You can't activate this feature until you complete enrollment.

Troubleshooting

Symptom: The wire transfer option is greyed out in Payment methods.
​Cause: Your company's funding source setup isn't complete with our banking partner.
​Resolution: Contact Spendesk support to confirm your account's compliance status and funding source setup.

Symptom: You can't activate the feature even after downloading the app.
​Cause: You haven't completed the security code enrollment on mobile.
​Resolution: Open the Spendesk mobile app and follow the prompts to create your security code, then return to Settings > Company settings > Payment methods.

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