Accounting | Spendesk Help Center

Set up and manage your accounting on Spendesk

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

Set up your accounting codes

Add your accounting codes to display them in your bookkeeping export.

Written by Margot Berg
Updated yesterday

Expense claims: add your employee accounts

Set up your employee accounts to bookkeep expense claims on Spendesk.

Written by Margot Berg
Updated over a week ago

Bookkeep your invoices

Add your accounts payable directly on Spendesk to bookkeep your invoices.

Written by Margot Berg
Updated over a week ago

Add expense categories and custom fields

Keep track of your spending items. This feature is accessible to Controllers, Administrators and of course Account owners.

Written by Alexia Bourgeois
Updated over a week ago

Set up accounting automation - Standard plan only

Set up accounting automation on Spendesk

Save time and set up accounting automation on your account.

Written by Margot Berg
Updated over a week ago

Set up your custom export

Receipts: edit the file name

Need to have a specific file name format? Add your preferences!

Written by Margot Berg
Updated over a week ago

Step 1: create your custom export

Create your custom export to match your needs for bookkeeping and analytical purposes.

Written by Margot Berg
Updated over a week ago

Step 2: use your custom export (purchase journal)

Your custom export setup for the purchase journal can be done on Settings > Exports.

Written by Margot Berg
Updated yesterday

Easily import and manage your CSV

When you download your Spendesk purchase journal, you may need to check a couple of settings to get the right data.

Written by Margot Berg
Updated over a week ago

Collect receipts

Mark a receipt as "cannot be provided" (for Requesters)

Your transaction is pending (but cancelled) or you've lost a receipt? We've got your back!

Written by Alexia Bourgeois
Updated over a week ago

How do we handle duplicate requests on Spendesk?

We warn users for duplicates on Spendesk. But which ones exactly, and which information is checked beforehand?

Written by Alexia Bourgeois
Updated over a week ago

Missing receipts: send reminders

As a Controller, find out how to collect missing receipts thanks for automatic and custom reminders

Written by Margot Berg
Updated over a week ago

Prepare your payments for bookkeeping

Step 1: Prepare and validate your payments and payables

In a few clicks, prepare and validate your payments before exporting them into your accounting software.

Written by Margot Berg
Updated yesterday

Step 2: Export your prepared payments and payables

Once your payments are ready, you can export them to your accounting software. (Not for Xero users using our native integration)

Written by Margot Berg
Updated yesterday

Download your account statements

Have an up-to-date view of your Spendesk account status.

Written by Margot Berg
Updated yesterday