• Log in using SAML SSO

  Get familiar with SAML SSO login The SAML-based protocol for Single Sign On authentication allows companies to streamline employee access to third-party applications such as Spendesk. The SAML-SSO feature is an option that is not activated by default in your account. In order to know more about the conditions, please reach out to your dedicated Account Manager or the support team. Customers on SAML SSO can now connect their third-party authentication services (i.e. Okta, Onelogin or [MicrosWenig Leser

• Set up global company policies for individuals or groups of employees

  A global company policy allows you to control how much a Requester can spend in one transaction or one month without requiring approval. Both Admins and Account Owners (AOs) can set up these policies. ​ For more detail on other features that impact approval rules, see: Approval Workflows Expense Category Policies **ImWenig Leser

• Understand roles and permissions

  Exclusive Roles There are two special roles, each of which can only be assigned to a single person: Organisation Owner - has the unique permission allowing them to open new Spendesk entities Account Owner - the super user for the entity, can effectively perform any action within Spendesk that Administrators or Controllers can do, along with some additional permissions: Set up a secured phone number to approve wire transfers Set up which users have the Administrator roleWenig Leser

• Edit and update your billing details

  To view and update your Spendesk billing information, follow the steps below: Access the Billing Settings To check your billing information, head to this tab. Your Billing Information: This includes details such as your payment method and address. Your company information. When paying online, be aware that the following address is associated to your physical cards FAQ **Q1: How do I change my billiWenig Leser

• Bulk import of Members

  This feature is only visible to Account Owners and Admins. You can invite or update multiple members in Spendesk using predefined fields. How to Bulk Import Members: Navigate to Settings > Organisation > Members, then click on "Invite new members". Select "By file upload". Key Information Before Using This Feature Template Overview: The template contains all possible columns, along with instructions for required fields and usage. It also includes additional sWenig Leser

• You need a funding transfer receipt

  As a Controller or Account owner, you will need to consider Spendesk as a bank account: whenever you make a wire transfer to your Spendesk account, it's similar to a transfer wired from one account - (i.e. your business account) to another (i.e. your Spendesk account). You'll find the related transaction entry in your monthly account statement. If you would like to download it: head over to [Settings > Company wallet > Account statements](https://app.spendesk.com/app/B1stUp83/company/bank/stWenig Leser

• Delete a member

  As an Administrator or Account owner, your can remove members from the list when they leave the company or do not use their Spendesk account. Remove a member on Spendesk head over to Settings > Organisation > Members. Click on the member you want to delete. Click on the red link at the bottom in the new window that pops up: "remove the member from your company". Follow the instructions in the new window and then check the box that reads I acknowledge and confirm. BeforeWenig Leser

• (US only) Set up your bank account to fund your Spendesk wallet (ACH)

  ➡️ Account owners can fund a US wallet. To properly link your US bank account to your Spendesk account, follow these steps : Ask your US bank to whitelist Spendesk (See details here). This process can take up to 48 hours and needs to be completed by the bank before proceeding to step 3. 2. Wait for your KYB to be validated (Nothing can be done before thiWenig Leser

• How to close your Spendesk wallet or subsidiary account

  Table of contents Prerequesites Before closing your account Steps to close an account What if my account is already empty? Troubleshooting FAQ Prerequesites Role required: Account Owner Plan: Available on all Spendesk plans Before closing your account To ensure the closure process goes as quickly and smoothly as possible, please complete the following steps before initiating your request: **Cancel subscription cards and upWenig Leser

• Download your Spendesk subscription invoices

  Your invoice You can find all of your invoices on the Settings > My Spendesk plan > Company plan and Invoices tab. If you have several entities on Spendesk, invoicing may be grouped under the main entity. No invoices are issued for secondary entities. On the 1st day of each month, you will receive a Spendesk invoice detailing the amount debited from your wallet's funds. This invoice includes entity information and company IWenig Leser

• Restrict card access for specific members

  Account Owners and Admins can restrict physical and virtual cards for specific members when necessary! You can now simultaneously limit both the creation of new virtual cards and the use of physical cards. Restrict Card Access To limit access to physical and virtual cards for a specific member, follow these steps: Go to Settings > Organisation > Members. Select the relevant member. Click on Restrict card access. By doing this, the member will no longer be ableWenig Leser

• Invite and manage members

  Invite and manage members As a spend management platform intended exclusively for professional customers, please note that Spendesk will not allow Users younger than 18 years old to create accounts. To invite your coworkers to Spendesk: Head over to Settings > Organisation> Members. Then click on Invite new members. From there, you should have 3 different ways to invite new members to Spendesk. 1) Via email: You can invite several coworkers on Spendesk at once and add a cuWenig Leser

• (US only) Top up your Spendesk wallet automatically

  Add funds to your wallet As an Account Owner on Spendesk, you are able to fund your Spendesk wallet using ACH. This process takes about 4-7 days. Add funds to your wallet (ACH) You can also automatically top up your Spendesk wallet if you reach a custom level of "low funds". Set up an automatic top-up on a US account Click [here](https://app.spendesk.com/app/49si78bd2t8kfo/company/bank/fWenig Leser

• Understand your wallet breakdown

  Wallet overviews If you are the Account Owner or Controller of the account, you have access to 2 views: The Controller Dashboard view, which includes: Your current wallet balance The scheduled transfers The limits on cards The detailed view in Settings > Your wallet > Wallet details tab**.** It includes: Your current wallet balance Amount available for new requests: Amount that can be used for new requestsWenig Leser

• Admins : Set up Play By the Rules to collect more receipts and info!

  Play by the Rules is available on all billing plans and offers enhanced control over receipts and compliance. Managing Compliance Admins and Account Owners can set maximum time limits to add all necessary info and restrictions on the number of late payments allowed. This encourages requesters and account owners to provide information in a timely manner Rules can be customised to meet specific requirements (see below) Getting Started Navigate to **Settings > Company rWenig Leser

• Set up your company's notifications

  As a Controller or Account owner, you can set up various types of notifications in your Settings > Company settings > Notifications or My profile > Notifications. Our support team will be happy to answer any questions you may have! (support@spendesk.com) Here are the current notifications available in your Settings: [](https://Wenig Leser

• Understand the Controller view's dashboard

  You can access the dashboard from the welcome screen if you're a Controller or Account Owner. From any other tab, simply click on the Spendesk logo in the top-left corner to return to the dashboard. Dashboard Features Expense Management Your dashboard shows: Your available balance The amount loaded on your cards The amount in your Spendesk wallet Total spend over the last 6 months Late receipts Payments to export, invoices to pay this week, and payments to prWenig Leser

• Set up Spendesk SAML SSO login on Okta or OneLogin

  Here's how to set up login via SAML SSO for your company using Okta or OneLogin. Set up Spendesk <> Okta SAML SSO Spendesk is listed as an official partner connector in Okta’s marketplace of applications. This guide will help you get set up. Prerequisites SAML SSO is available automatically with certain billing plans, or as a paid add-on. Please ask your account/billing manager at Spendesk to activate SAML SSO for your organisation, andWenig Leser

• Your transfer was rejected/hasn't arrived yet

  Check this article to know how to load your Spendesk wallet. Where to check your account's funding information Click here. [](https://downloads.intercomcdn.com/i/o/dqepe2ly/1301383298/08ac8cc4ea51e25140ccd988ff2f/Capture+d%E2%80%9Wenig Leser

• Set up Azure <> Spendesk SAML SSO

  Azure AD (Active Directory) Please reach out to your Customer success manager to enable this feature ! Spendesk is not listed as a gallery application in Azure AD. Follow the instructions below to set up Azure AD with Spendesk. Open the Azure portal and sign in as an Azure admin or co-admin. Navigate to Azure Active Directory > Enterprise Applications. [![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/2/0/c420c983399a3000/80e3a5a3-e7a2-48ce-828a-d75d54_1luzo8h.pngWenig Leser

• Add funds to your wallet

  This article is for Account owners and Controllers, who can add funds on Spendesk. Europe / UK accounts Fund your account by bank transfer Head over to Settings > Your Wallet > Top Up You'll find all the relevant information to prepare your bank wire transfer order. Please fill the transfer's fields exactly the same way on your bank account, otherwise the funds will be rejected. Then, proceed with the transfer. For EU customers, 2 Options are available to fund your waWenig Leser

• Open a Spendesk account

  You Are a Company Interested in offering the Spendesk solution to your company but need more information? Click on this button and follow the steps to get started: Schedule a demo with our teams Satisfied with the Demo? Open Your Spendesk Account Today! If you are: The director of a company A corporate officer of the company A holder of a delegation of authority (under certain conditions) You can now submit your appWenig Leser

• Connect your account to Slack

  Account Owners - Link a Spendesk Account to Your Slack Workspace By linking your Spendesk account to Slack, you can improve your receipt collection process. We send receipt reminders directly to a Slack channel of your choice, where users with missing receipts will be tagged. This reminds them to upload their receipts. You can also enable approvers to receive approval notifications directly on Slack. Once you connect your Spendesk account to your Slack Workspace, users will receive an invitaWenig Leser

• Open a new subsidiary

  Open a New Subsidiary Opening an accoWenig Leser

• Spendesk's native HR tools integrations

  The Spendesk HR integration enables you to link Spendesk to an HR tool (such as Personio, HiBob, Workday, BambooHR, PayFit, Lucca, Deel, and more) to manage users in Spendesk automatically. This includes: Creating members in Spendesk as they appear in the HR tool. Updating user details to synchronize things like email address, name, bank account details and reporting manager. Archiving members that are no longer 'active' employees in the HR toolWenig Leser

• Assign different roles

  As an Admin, go to Settings > Organisation > Members to invite members and assign roles. Select a role upon invitation By default, invited users will be assigned a Requester role, which can be combined with other roles once the invitation has been accepted. Additionally, administrators can assign multiple roles to a user to customize their access for different organizational needs. It's also possible to choose the user's role upon invitation just like in this example: [![](https:/Wenig Leser