Our multi-entity hub enables Account Owners and Controllers of multiple entities to have oversight of their whole organisation from one place.
An 'entity' can be a legal entity, subsidiary or location that requires you to have an additional account in Spendesk. Typically these are managed separately in Spendesk, however the hub provides one convenient place to get oversight of all these entities and ease navigation through your organisation within Spendesk.
Access
Users must have one of the following roles in multiple entities to be able to navigate to this page:
account owner
controller
Once on the page, a user is shown information only for the entities they have access to.
Additionally, for users with the Account Owner or Admin AND Controller role in all their entities, they'll also be able to access the multi-entity settings section.
FAQ
What does it mean when the upcoming balance is negative for an entity?
The upcoming balance is calculated based on your current wallet balance minus the following:
Scheduled payments - invoices or expense claims
Remaining cards limits - physical, virtual subscription or one-time-use cards
If the upcoming balance is negative, your account may not have enough funds for all commitments, and your payments could fail.
The upcoming balance can be customized. You can now choose to include or exclude specific items such as physical cards, single use cards, expense claims etc.
By clicking on the "eye" icon, you can pick and chose every items in the list. The selection will persist after logging out, and you are free to change it at any time.
