Spendesk

How to Configure SSO with Okta in Spendesk

How to configure SSO with Okta in Spendesk?

This article explains what CFO Connect Pro is, who it’s for, what’s included, and how Spendesk customers can join.

CFO Connect Pro: an exclusive community benefit for Spendesk customers

Set up your Company's Spendesk Account

CEO, Corporate Officer, or Holder of Delegation of Authority? Submit Your Application Online!

Open a Spendesk account

As an organization owner, you may want to open a subsidiary for your company. Here’s a guide to help you through the process.

Open a new subsidiary

Need to close a specific wallet, subsidiary, or your entire Spendesk account? Here is everything you need to know and the steps to follow for a smooth account closure.

How to close your Spendesk wallet or subsidiary account

Spendesk live events

Keep an eye on your company's expenses and use of the interface.

Understand the Controller view's dashboard

New Spendesk Navigation

Customers can now sign up for Spendesk and set up their initial companies in the UK.

Onboarding a new customer in the UK (via Adyen)

Opening a branch entity in the UK

How can I transfer or withdraw funds from my Spendesk wallet back to my company’s bank account?

How can I download and send an Audit Report on Spendesk?

How can I manage accounts and roles in Spendesk, including creating new accounts for structures and managing multiple roles?

Spendesk Connect Conferences

Begin with Spendesk or close your account

Open, Manage and Close your account

Controllers or Account owners, discover how you can add funds to your wallet!

Add funds to your wallet

(US only) Top up your Spendesk wallet automatically

Pair your bank account to fund your wallet by ACH

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

Do you need a receipt to justify funds transfers to Spendesk?

You need a funding transfer receipt

Understand why your funds were sent back / your account hasn't been funded (for Account owners or Controllers).

Your transfer was rejected/hasn't arrived yet

Account owners and Controllers, understand the funds on your wallet

Understand your wallet breakdown

Top Up Your Wallet 

Learn how to keep track of your Spendesk billing.

Download your Spendesk subscription invoices

Account owners and Controllers can edit the company billing details.

Edit and update your billing details

Understand your Spendesk subscription (Plan & Addons)

What's included in my subscription plan?

How can I access my contract details or obtain assistance with contractual queries in Spendesk?

Billing 

Get to know all roles and permissions on Spendesk and their specificities!

Understand roles and permissions

Account Owners and Administrators can invite and manage members.

Invite and manage members

Bulk import of Members

Assign one or several roles to invited members.

Assign different roles

How to delete a member and what happens when you delete a member.

Delete a member

Learn more about the native Spendesk integrations with HR tools such as Personio, HiBob, Workday and more!

Spendesk's native HR tools integrations

Manage your Members

Only Account Owners and Administrators can view and edit global company policies.

Set up global company policies for individuals or groups of employees

Set limits on late receipts and the delay spenders have to provide receipts before their cards' usage is blocked.

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

Add timeframes and spending categories limitations to cards.

Configure control settings on cards - Advanced

Allow controllers to confirm transfers on Spendesk

Account owners and Admins can restrict physical and virtual cards for users if needed!

Restrict card access for specific members

“Beneficiaries” Field

Approval Workflows

How to configure and use our Expense Category policies feature in Spendesk.

Expense category policies

How can administrators manage and change approvers in Spendesk?

Set up spending policies and Approval workflows

Set up Control on your Spending

Easily connect to Spendesk using SAML SSO on Okta or OneLogin.

Set up Spendesk SAML SSO login on Okta or OneLogin

Create a single sign-on option for Spendesk on your Azure account.

Set up Azure <> Spendesk SAML SSO

How to set up SAML SSO with Spendesk and log in using this option.

Log in using SAML SSO

How can I address frequent login verification or email authentication prompts in Spendesk?

Choose your company's or account's login option

Login options

Link your account and learn how to receive notifications on Slack!

Connect your account to Slack

Set up email notifications about your company's activity (Account owners and Controllers).

Set up your company's notifications

Set up your Slack accounts and/or notifications

Notifications and Slack

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