🔐 Secured flow: confirm wire transfers (desktop-mobile) 💰

This use-case only applies to the account owner and to expense claim transfers (Reimbursement from Spendesk).

Updated over a week ago

As the Account Owner, how can I confirm expense reimbursement transfers?

As an Account Owner, you must confirm transfers securely on Spendesk.

You can approve transfers from your mobile phone or using a text message.

Step 1: Select employees to reimburse and trigger the wire transfer

Go to the Expense claims > Confirm tab and check what needs to be reimbursed. Select employees to reimburse, and then click on "Validate transfer".

Step 2: Validate the action on mobile

You will see a screen explaining that you need to open your mobile app to validate the operation.

Step 3: Obtain the operation on the mobile app

If your current device is active, you should receive a notification warning you about an operation to validate. When clicking on the notification, you're redirected to the page to validate the operation.

  • If you don't get any notification, you'll just have to open the app and authenticate: the page to validate the operation will be automatically displayed.

Step 4: Validate the action

If you click on "Validate", you'll be redirected to the authentication screen (see the Authentication flow article). Once the authentication is successful, you can see a success message on desktop and on the mobile app.

If you click on "Deny", you'll also need to authenticate, and a declined message will be displayed on desktop.

Note that every action has a 5-min validity period.

Step 4 bis - Alternate text message flow

  • If you can't/don't want to validate the operation on the app, you can choose the alternate text-message flow by clicking on "Use an alternate authentication method".

  • In that case, a code will be sent via text message to validate the wire transfer. You'll just need to enter your code in the screen below 👇

If you need any further info, contact our support team at support@spendesk.com!

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