Set up your Company's Spendesk Account | Spendesk Help Center

Spendesk Help Center

All Collections

Set up your Company's Spendesk Account

Set up your Company's Spendesk Account

Get started on Spendesk.

35 articles

Open, Manage and Close your account

Open a Spendesk account

Open a new subsidiary

Close a wallet or subsidiary account

Know who to contact @ Spendesk

Spendesk live events

Understand the Controller view's dashboard

New Spendesk Navigation

Onboarding a new customer in the UK (via Adyen)

Opening a branch entity in the UK

Top Up Your Wallet

Add funds to your wallet

(US only) Top up your Spendesk wallet automatically

(US only) Set up your bank account to fund your Spendesk wallet (ACH)

You need a funding transfer receipt

Your transfer was rejected/hasn't arrived yet

Understand your wallet breakdown

Download your Spendesk subscription invoices

Edit and update your billing details

Manage your Members

Understand roles and permissions

Invite and manage members

Bulk import of Members

Assign different roles

Delete a member

Spendesk's native HR tools integrations

Set up Control on your Spending

Set up approval policies for individuals or groups of employees

Admins : Set up Play By the Rules to collect more receipts!

Configure control settings on cards - Advanced

Approval Workflows

Allow controllers to confirm transfers on Spendesk

Restrict card access for specific members

“Beneficiaries” Field

Notifications and Slack

Connect your account to Slack

Set up your company's notifications