💻 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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📁 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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❌ 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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🖇Connect your account to Slack

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

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📝 Set up your company's notifications

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

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🤠 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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🤠 Set up Azure <> Spendesk SAML SSO

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

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🧳 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
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🔎 Log in via SAML SSO

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

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Load your wallet

💰 Add funds to your wallet

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

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

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

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💰 🇺🇸 (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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🔎 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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📁You need a funding transfer receipt

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

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❌ 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).

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🤓 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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Billing details

🖇 Download your Spendesk subscription invoices

Learn how to keep track of your Spendesk billing.

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🖊 Edit and update your billing details

Account owners and Controllers can edit the company billing details.

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👴 What's an active user?

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

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Manage your members

👋 Understand roles and permissions

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

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👩‍🦳Invite and manage members

Account Owners and Administrators can invite and manage members.

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🎭 Assign different roles

Assign one or several roles to invited members.

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❌ Delete a member

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

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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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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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📝 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.

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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