Set up your company's Spendesk account

Manage your account

📁 Open a Spendesk account

CEO, corporate officer of the company or holder of a delegation of authority? Submit your application to our teams online!

Written by Alexia B
Updated this week

📁 Open a new wallet or subsidiary

As an organization owner, you'd like to avoid fixed fees or to open a subsidiary for your company?

Written by Alexia B
Updated this week

❌ Close your wallet or subsidiary account

How, as an Account owner, you can close your subsidiary's account or your wallet in a different currency.

Written by Alexia B
Updated this week

🖇Connect your account to Slack

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

Written by Alexia B
Updated this week

📝 Set up your company's notifications

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

Written by Alexia B
Updated this week

🤠 Set up Spendesk SAML SSO login on Okta or OneLogin

Easily connect to Spendesk using SAML SSO on Okta or OneLogin

Written by Alexia B
Updated this week

🤠 Set up Azure <> Spendesk SAML SSO

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

Written by Alexia B
Updated this week

🧳 Controllers/Account owners: Understand the Controller view dashboard

Controllers and Account owners, keep an eye on your company's expenses and use of the interface.

Written by Alexia B
Updated this week

🔎 Log in via SAML SSO

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

Written by Alexia B
Updated this week

Load your wallet

💰 Add funds to your wallet

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

Written by Alexia B
Updated yesterday

🇺🇸 💰 (US) Top up your Spendesk wallet automatically

Low funds? Not an issue, set up your Spendesk wallet to reload automatically!

Written by Alexia B
Updated yesterday

💰 🇺🇸 (US) Set up your bank account to fund your Spendesk wallet (ACH)

Pair your bank account to fund your wallet by ACH

Written by Alexia B
Updated yesterday

🔎 Understand your wallet breakdown

Account owners and Controllers, understand the allocation of funds on your wallet and how we automatically reload your cards.

Written by Alexia B
Updated yesterday

📁You need a funding transfer receipt

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

Written by Alexia B
Updated yesterday

❌ Your transfer was rejected/hasn't arrived yet

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

Written by Alexia B
Updated yesterday

🤓 Differences between prepaid and debit accounts

It might be a bit confusing for you to switch from prepaid cards to debit!

Written by Alexia B
Updated yesterday

Billing details

🖇 Download your Spendesk subscription invoices

Learn how to keep track of your Spendesk billing.

Written by Alexia B
Updated yesterday

🖊 Edit and update your billing details

Account owners and Controllers can edit the company billing details.

Written by Alexia B
Updated yesterday

👴 What's an active user?

How to define which user's access will be charged on your monthly invoice.

Written by Alexia B
Updated yesterday

Manage your members

👋 Understand roles and permissions

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

Written by Alexia B
Updated yesterday

👩‍🦳Invite and manage members

Account Owners and Administrators can invite and manage members.

Written by Alexia B
Updated yesterday

🎭 Assign different roles

Assign one or several roles to invited members.

Written by Alexia B
Updated yesterday

❌ Delete a member

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

Written by Alexia B
Updated yesterday

Set up control on your spending

✨ Create and manage a team - only on Standard plan

Administrators or Account owners, learn how to create and manage a team on Spendesk.

Written by Alexia B
Updated today

1️⃣ 2️⃣ 3️⃣ Set up approval policies (company-level or individual)

Only Account Owners and Administrators can view and edit approval flows.

Written by Alexia B
Updated today

📝 Set up Play By the Rules to collect more receipts (Admin)

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

Written by Alexia B
Updated today

💳 Configure control settings on cards - Advanced (Standard Plan)

Add timeframes and spending categories limitations to cards.

Written by Alexia B
Updated today