Spendesk

Welcome to the latest update of our product! We are excited to introduce a brand-new navigation experience. This update aims to make navigating the product easier and more intuitive, helping you get to the features and tools you use most quickly and efficiently.

As our product has grown, so has the variety of use cases it supports — from financial professionals to business owners and accountants. With this growth, it became essential to improve our information architecture and navigation system to ensure that users can access the full range of features seamlessly. This new navigation is designed to better serve your needs, no matter what role you play or task you're undertaking.

Here’s a quick overview of what’s new and improved:

From Horizontal to Vertical Navigation: We’ve shifted from a horizontal navigation bar to a vertical layout. This change enhances user experience by making it easier to find and access different sections of the product. ​

Introducing the Expenditures Tab: The new <code>Expenditures</code> tab consolidates all your expense-related activities. From spending requests to payment operations and a complete history of transactions and commitments, everything is now in one place. ​

Revamped Settings: The <code>Settings</code> section has been restructured to give you better control over your account and accounting settings, providing a more streamlined experience. ​

Budget Management: We’ve made it simpler to manage your cost center budgets with one-click access from the navigation. ​

All types of cards will be united in the new “cards” tab, making it easy to access both recurring and physical card information in one place.

- From Horizontal to Vertical Navigation: We’ve shifted from a horizontal navigation bar to a vertical layout. This change enhances user experience by making it easier to find and access different sections of the product. ​
- Introducing the Expenditures Tab: The new <code>Expenditures</code> tab consolidates all your expense-related activities. From spending requests to payment operations and a complete history of transactions and commitments, everything is now in one place. ​
- Revamped Settings: The <code>Settings</code> section has been restructured to give you better control over your account and accounting settings, providing a more streamlined experience. ​
- Budget Management: We’ve made it simpler to manage your cost center budgets with one-click access from the navigation. ​
- All types of cards will be united in the new “cards” tab, making it easy to access both recurring and physical card information in one place.

To help you get accustomed to the new navigation, here are some common tasks and where to find them:

I need to approve a spend request:

Navigate to Expenditures &gt; Requests &gt; To Approve. ​

Navigate to Expenditures &gt; All Expenses. (under payments or payables) ​

Navigate to Expenditures &gt; Invoices. ​

I need to bookkeep an expense before export:

Navigate to Bookkeep &gt; Prepare. ​

I need to update my company’s approval flow:

Navigate to Settings &gt; Company Rules &gt; Approval Flows.

1. I need to approve a spend request:
 Navigate to Expenditures &gt; Requests &gt; To Approve. ​
2. I need to find a past payment:
 Navigate to Expenditures &gt; All Expenses. (under payments or payables) ​
3. I need to pay a supplier invoice:
 Navigate to Expenditures &gt; Invoices. ​
4. I need to bookkeep an expense before export:
 Navigate to Bookkeep &gt; Prepare. ​
5. I need to update my company’s approval flow:
 Navigate to Settings &gt; Company Rules &gt; Approval Flows.

Why This Change?

What Are the Main Changes?

Common Use Cases