Account Owners - Link a Spendesk Account to Your Slack Workspace
By linking your Spendesk account to Slack, you can improve your receipt collection process. We send receipt reminders directly to a Slack channel of your choice, where users with missing receipts will be tagged. This reminds them to upload their receipts.
You can also enable approvers to receive approval notifications directly on Slack. Once you connect your Spendesk account to your Slack Workspace, users will receive an invitation to connect their Spendesk profile to Slack. Once linked, they can approve requests directly within Slack.
Connect Spendesk <> Slack
Go to Settings > Company settings > Notifications.
Click on "Link to Slack".
On the Spendesk <> Slack page, select the channel where you would like the receipt reminder notifications to be sent. (Please choose a public channel here).
Set Up Receipt Reminders on Slack
Once a week, a general Slack reminder will be sent to the chosen channel for missing receipts, unless the user is exempt under a specific rule for receipts. We recommend selecting a general channel where all employees are present (such as #general, #office, or #random). The goal is to ensure that all employees are notified. For example, the reminder might say:
"There are 53 payments with a missing receipt! Thanks for uploading them" and tag users. You can adjust the date and time for these notifications by going to the Account Owner's Settings > Company settings > Notifications tab. For more details on other notifications set up by the Account Owner, please refer to our article.
Requesters - Link Your Profile to Slack
If you are a Requester, ensure that your Account Owner has linked your Spendesk account to Slack. Once linked, you can go to your Avatar > My Profile > Link My Profile to Slack.
Notifications
Approvers: You will be notified for expense claims, virtual card, mileage, and subscription requests as soon as they are submitted. Invoice submissions are handled the same way. You can approve or decline requests directly in Slack and select the reason for your decision.
Requesters: You will receive a notification once your request has been accepted or declined.
FAQ
Q: Can I link my Spendesk account to Slack on my own?
A: No, the Account Owner must link the company’s Spendesk account to Slack first. After that, you can link your individual profile.
Q: Can I choose which channel the receipt reminders are sent to?
A: Yes, you can choose any public channel in your Slack workspace for the receipt reminders.
Q: Can I change the frequency of the receipt reminder notifications?
A: The default is weekly, but you can adjust the date and time for these notifications in the Account Owner’s Settings > Company settings > Notifications tab.
Q: How do approvers manage requests in Slack?
A: Approvers can manage all expense claims, virtual card requests, mileage, and subscription requests directly in Slack. They will be notified as soon as a request is submitted and can approve or decline it from there.
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