💻 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!

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Updated over a week ago

📁 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?

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Updated over a week ago

❌ 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.

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Updated over a week ago

🖇Connect your account to Slack

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

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Updated over a week ago

📝 Set up your company's notifications

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

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Updated over a week ago

🤠 Set up Spendesk SAML SSO login on Okta or OneLogin

Easily connect to Spendesk using SAML SSO on Okta or OneLogin

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Updated over a week ago

🤠 Set up Azure <> Spendesk SAML SSO

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

Written by Alexia B
Updated over a week ago

🧳 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 over a week ago

🔎 Log in via SAML SSO

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

Written by Alexia B
Updated over a week ago

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 this week

🇺🇸 💰 (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 over a week ago

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

Pair your bank account to fund your wallet by ACH

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Updated over a week ago

🔎 Understand your wallet breakdown

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

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Updated over a week ago

📁You need a funding transfer receipt

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

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Updated over a week ago

❌ 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 over a week ago

🤓 Differences between prepaid and debit accounts

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

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Updated over a week ago

Billing details

🖇 Download your Spendesk subscription invoices

Learn how to keep track of your Spendesk billing.

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Updated over a week ago

🖊 Edit and update your billing details

Account owners and Controllers can edit the company billing details.

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Updated over a week ago

👴 What's an active user?

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

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Updated over a week ago

Manage your members

👋 Understand roles and permissions

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

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Updated over a week ago

👩‍🦳Invite and manage members

Account Owners and Administrators can invite and manage members.

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Updated over a week ago

🎭 Assign different roles

Assign one or several roles to invited members.

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Updated over a week ago

❌ Delete a member

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

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Updated over a week ago

Set up control on your spending

✨ Create and manage a team

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

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Updated over a week ago

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

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

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Updated over a week ago

📝 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 over a week ago

💳 Configure control settings on cards - Advanced

Add timeframes and spending categories limitations to cards.

Written by Alexia B
Updated over a week ago