Spendesk

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Welcome to Spendesk! Your Account Owner or Administrator has invited you to join Spendesk. Let’s finalize your sign-up & get started!

Account activation

This applies to all roles (Requester, Controller, Administrator and Account owners)

Log in with an email address and password

This applies to all roles (Requester, Controller, Administrator, Account owner).

Log in with Google authentication, SAML SSO or Microsoft Connect

SAML SSO : Update an expired security certificate

Read which versions of browsers you can use Spendesk with.

Minimum browser requirements

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This article is for all roles on Spendesk. Learn how to edit Profile information.

Edit your profile details (bank information, phone number, email address, password...)

This article is for all roles. Change your interface language!

Change the language of your interface

Account owners and approvers, know how to delegate your rights.

Transfer your approval rights temporarily (approvers)

You're leaving the company or wish to delegate your rights to someone else in the company?

Transfer the Account / Organization Owner roles

Understand what are your monthly limits (all roles).

Understand your approval policy

Understand your Requester dashboard and spending rules with Play by the Rules.

Play by the Rules - Requester : Understand your rules on receipts and info

Allow someone else in your company to submit expense claims, mileage and add receipts for card payments

Delegate Expense Submission

How can I update a phone number in Spendesk?

Manage your profile

Turn on/off general email notifications, and learn to know our notifications by role/permission.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.