This article is part of a collection of articles regarding your free upgrade to an improved Spendesk (Spendesk Financial Services).
🌟 Prepare your upgrade
More information here
Which step? | What should I do? | Which roles? |
Step 1 | Accept the new Terms & Conditions (estimated time: 5 minutes) | Account Owners |
Step 2 | Replace your existing cards with new VISA Business Premium cards for your Requesters (5 minutes) | Account Owners or Admins |
Step 3 | Review your customer information (estimated time: 5-15 minutes) | Account Owners |
🌟 Fuel your new payments account
Which step? | What should I do? | Which roles? |
Step 1 | Fund the new Spendesk payments account
N.B: At the same time, Spendesk will create your new bank account.
Your physical card order, prepared at the previous step will be validated at this step.
| Account Owners or Admins |
🌟 Renew your cards and update your accounting settings
Which step? | What should I do? | Which roles? |
Step 1 | Renew your subscription cards | Account Owners, Admins or Requesters |
Step 2 | Activate your physical cards | Requesters |
Step 3 | Update the bank account code for your bank journal in the Accounting tab | Account Owners or Controllers |
After these steps are completed, Spendesk will:
deactivate your previous cards and previous account, operate the account switch (both accounts will temporarily be active)
display both account statements in the Settings (old account + new account) until only 1 account (the new one) is active.
Why this change?
We are launching Spendesk Financial Services, a payment institution licensed by the Autorité de contrôle prudentiel et de résolution (ACPR) attached to the Banque de France.
Spendesk Financial Services replaces our current third-party solutions. It’s a big milestone for Spendesk, and we are really excited about the increased innovation, security and reliability it will bring you.