Allow controllers to confirm wire transfers
Account Owners can grant Controllers the right to confirm wire transfers, so payments don't depend on a single person.
For: Account Owners on Scale and Premium plans.
Before you start
Requirement | Detail |
Role needed to grant the right | Account Owner only |
Plan | Scale or Premium |
Controller prerequisite | The Controller must complete identity screening (first name, last name, date of birth, and place of birth) before they can confirm a transfer |
👥 Only Account Owners can grant this additional right to a Controller.
Step-by-step instructions
Navigate to Settings > Organisation > Members.
Click the profile of the Controller member you want to grant this right to.
Toggle on the additional right to confirm wire transfers.
Ask the Controller to complete identity screening if they haven't already. They must provide their first name, last name, date of birth, and place of birth.
Once granted, the Controller can confirm wire transfers from:
Invoices > Confirm
Expense claims > Confirm
🔒 This feature is only available on Scale and Premium plans.
Expected results
The Controller can now confirm wire transfers from the Invoices > Confirm and Expense claims > Confirm tabs.
The Account Owner keeps the ability to confirm wire transfers at any time.
Both roles can confirm transfers independently — granting the right to a Controller does not remove it from the Account Owner.
Troubleshooting
Symptom: The Controller can't confirm a transfer, even after being granted the right.
Cause: The Controller hasn't completed identity screening yet.
Resolution:
Ask the Controller to open their profile in Spendesk.
Enter their first name, last name, date of birth, and place of birth when prompted.
Retry confirming the transfer.
Symptom: The option to grant this right isn't visible in the Controller's profile.
Cause: The company is not on a Scale or Premium plan.
Resolution: Upgrade the plan, or ask an Account Owner to confirm transfers instead.
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