Set up your company's Spendesk account

Manage your account

Set up Spendesk SAML SSO login on Okta or OneLogin

Easily connect to Spendesk using SAML SSO on Okta or OneLogin

Written by Alexia Bourgeois
Updated over a week ago

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 Bourgeois
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 Bourgeois
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? Open a wallet or subsidiary in minutes!

Written by Alexia Bourgeois
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.

Written by Alexia Bourgeois
Updated over a week ago

Understand your dashboard

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

Written by Alexia Bourgeois
Updated over a week ago

Set up your company's notifications

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

Written by Alexia Bourgeois
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 Bourgeois
Updated over a week ago

Connect your account to Slack

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

Written by Alexia Bourgeois
Updated over a week ago

Load your wallet

Add funds to your US wallet (ACH)

How to fund your US Account

Written by Alexia Bourgeois
Updated over a week ago

Add funds to your wallet

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

Written by Alexia Bourgeois
Updated over a week ago

Your transfer was rejected/hasn't arrived yet

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

Written by Alexia Bourgeois
Updated over a week ago

You need a transfer receipt

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

Written by Alexia Bourgeois
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.

Written by Alexia Bourgeois
Updated over a week ago

Billing details

What's an active user?

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

Written by Alexia Bourgeois
Updated over a week ago

Download your Spendesk subscription invoices

Learn how to keep track of your Spendesk billing.

Written by Alexia Bourgeois
Updated over a week ago

Edit and update your billing details

Account owners and Controllers can edit the company billing details.

Written by Alexia Bourgeois
Updated over a week ago

Manage your members

Understand roles and permissions

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

Written by Alexia Bourgeois
Updated over a week ago

Invite and manage members

Account Owners and Administrators can invite and manage members.

Written by Alexia Bourgeois
Updated over a week ago

Assign different roles

Assign one or several roles to invited members.

Written by Alexia Bourgeois
Updated over a week ago

Delete a member

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

Written by Alexia Bourgeois
Updated over a week ago

Set up control on your spending

Configure control settings on cards - Advanced (Standard Plan)

Add timeframes and spending categories limitations to cards.

Written by Alexia Bourgeois
Updated over a week ago

Set up company and individual spending policies

Administrators or Account owners, set up a spending policy for more control.

Written by Alexia Bourgeois
Updated over a week ago

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 Bourgeois
Updated over a week ago

Set up company and individual approval policies

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

Written by Alexia Bourgeois
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 Bourgeois
Updated over a week ago