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Set up your company's Spendesk account

Set up your company's Spendesk account

Take a couple of minutes to get started on Spendesk

31 articles

Manage your account

Open a Spendesk account

Spendesk live events

Know who to contact @ Spendesk

Open a new subsidiary

Close a wallet or subsidiary account

Connect your account to Slack

Set up your company's notifications

Set up Spendesk SAML SSO login on Okta or OneLogin

Set up Azure <> Spendesk SAML SSO

Understand the Controller view's dashboard

Log in using SAML SSO

Spendesk's native HR tools integrations

Load 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)

Understand your wallet breakdown

You need a funding transfer receipt

Your transfer was rejected/hasn't arrived yet

Billing details

Download your Spendesk subscription invoices

Edit and update your billing details

Manage your members

Understand roles and permissions

Invite and manage members

Assign different roles

Delete a member

Bulk import of Members

Restrict card access for specific members

Allow controllers to confirm transfers on Spendesk

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