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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
27 articles in this collection
Written by
Alexia B
Manage your account
π 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
π 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
β 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
πConnect your account to Slack
Link your account and learn how to receive notifications on Slack!
Written by
Alexia B
Updated this week
π 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
π€ 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
π€ 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
π§³ 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
π 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
π° Add funds to your wallet
Controllers or Account owners, discover how you can add funds to your wallet!
Written by
Alexia B
Updated yesterday
πΊπΈ π° (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
π° πΊπΈ (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
π 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
πYou need a funding transfer receipt
Do you need a receipt to justify funds transfers to Spendesk?
Written by
Alexia B
Updated yesterday
β 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
π€ 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
π Download your Spendesk subscription invoices
Learn how to keep track of your Spendesk billing.
Written by
Alexia B
Updated yesterday
π Edit and update your billing details
Account owners and Controllers can edit the company billing details.
Written by
Alexia B
Updated yesterday
π΄ 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
π Understand roles and permissions
Get to know all roles and permissions on Spendesk and their specificities!
Written by
Alexia B
Updated yesterday
π©βπ¦³Invite and manage members
Account Owners and Administrators can invite and manage members.
Written by
Alexia B
Updated yesterday
π Assign different roles
Assign one or several roles to invited members.
Written by
Alexia B
Updated yesterday
β 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
β¨ 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
1οΈβ£ 2οΈβ£ 3οΈβ£ 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
π 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
π³ Configure control settings on cards - Advanced (Standard Plan)
Add timeframes and spending categories limitations to cards.
Written by
Alexia B
Updated today