The Account Owner can grant one or more Controllers the right to confirm outgoing wire transfers from the Spendesk Wallet, without needing to confirm every payment themselves.

For: Account Owners and Controllers on Scale and Premium plans.

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📋 Best Practice: Review your list of Controllers with this right periodically to make sure only the intended people can confirm wire transfers.

Every user with access to a payment method must complete identity screening, the same process used for cards.

If the Controller hasn't already been screened through card usage, Spendesk asks them to provide their place of birth and date of birth. They must complete this step before confirming their first wire transfer from the Wallet.

Once you save the change, the Controller can:

The Account Owner keeps the ability to confirm wire transfers as well. Granting this right to a Controller doesn't remove any Account Owner permissions.

There's no limit on the number of Controllers who can receive this right.

🔒 Access: This feature is only available on Scale and Premium plans, for companies using Spendesk Financial Services (EEA), Adyen (UK), or US banking providers.

⚠️ Warning: Controllers with this right can confirm wire transfers of any amount. There's no built-in amount threshold, so grant this right carefully.

Symptom: The "Confirm payments" toggle doesn't appear on a member's profile.
​Cause: The member doesn't have the Controller role, or your company is on the Essentials or Growth plan.
​Resolution: Assign the Controller role to the member first. If the toggle still doesn't appear, verify your plan under Settings > Subscription, or contact Customer Success to check plan and banking provider eligibility.

Symptom: The Controller is asked for their place of birth and date of birth when confirming a wire transfer.
​Cause: The Controller hasn't been screened before, because they've never had a card issued in their name.
​Resolution: Ask the Controller to enter their place of birth and date of birth when prompted. Once submitted, they can confirm the transfer.

Symptom: A Controller can't find any pending wire transfers to confirm, despite having the right.
​Cause: No wire transfers are currently awaiting confirmation, or the Controller is looking in the wrong tab.
​Resolution: Ask the Controller to check the "Confirm" tab in the Wallet section. If transfers are still missing, verify with the Account Owner that transfers are scheduled and awaiting confirmation.

Does the Account Owner lose the ability to confirm wire transfers after granting this right?
No. The Account Owner keeps full ability to confirm wire transfers in addition to any Controllers granted this right.

Is there a limit to how many Controllers can receive this right?
No. The Account Owner can grant this right to as many Controllers as needed.

Does granting this right require the Spendesk mobile app?
The Account Owner grants this right from Settings > Organisation > Members in the web app.