• Understand your approval policy

  To check what your current approval policy is, Head over to your Profile by clicking on your Avatar in the bottom left corner Then, My Profile > Your approval policy This should give you an idea of: Approval policies can include thresholds for auto-approval, role-based permissions, and type-specific policies. For instance, auto-approval thresholds define the amount below which requests are automatically approved unless configuredWenig Leser

• Change the language of your interface

  For now, Spendesk is available in English, French, Spanish and German. Desktop version To switch the language of the platform: Click on your avatar Go to My profile > Language. Select your preferred language and validate the change. Your login page will be in the language of your interface. Mobile The mobile app is available in French, English, German and Spanish. On both iOS and Android, the app language will be theWenig Leser

• Log in with an email address and password

  If you choose to log in with your email address and password, you will have to fill this information every time you log in. You can : change your password from your Avatar > My profile > password. Reset your password from the Login page, by clicking on "Forgot password?" Tips to keep your account safe To protect you, your Spendesk password is stored as encrypted on Spendesk.Wenig Leser

• Log in with Google authentication, SAML SSO or Microsoft Connect

  The SAML SSO feature is a paid option that is not enabled by default. To activate it, contact your account manager or customer@spendesk.com. Sign in Using Google Authentication When you choose Google authentication, you gain the following benefits: No need to worry about forgetting your password. Connect to Spendesk in just two clicks. Important: If you created your account with Google authentication, you cannot log in using your email address anWenig Leser

• Minimum browser requirements

  Last edit: November 5th, 2024. Minimum version: Firefox: 115 Chrome: 99 Safari: 16.5 Edge: 99 Recommended version: Firefox: 115 and above Chrome: 111 and above Safari: 16.5 and above Edge: 111 and aboveWenig Leser

• Transfer the Account / Organization Owner roles

  Important : Each Spendesk account has only one designated Account Owner. You have the flexibility to transfer this role to another confirmed member. To change the Account Owner or Organisation Owner roles in Spendesk you have two options: Temporarily delegate the Account Owner role Permanently transfer the Account Owner or Organisation Owner roles to another user Both of these can be done by clicking the Profile menu in the bottom left and selecting **MyWenig Leser

• Play by the Rules - Requester : Understand your rules on receipts and info

  At Spendesk, our mission is to remove the friction of spending at work and give you autonomy to pay for what you need. But with great power comes great responsibility: you need to provide receipts and explanations for every purchase you make. That's a legal obligation. Our feature Play By the Rules helps you keep track of which receipts needs to be attached and adopt good habits by providing the receipts regularly. But if you don't follow the rules, then you might lose access to yoWenig Leser

• Edit your profile details (bank information, phone number, email address, password...)

  Access your profile To edit your profile information you will need to go to you profile: Click on your avatar in the bottom left hand corner of Spendesk, Then select My Profile. Edit your phone number To update your phone number: From your profile page, click on the Security tab Next to your phone number, click on Edit You'll receive a unique link by email, follow the instructions to update your phone number You can also update your mobile phone number from thWenig Leser

• Transfer your approval rights temporarily (approvers)

  Delegate your rights temporarily Are you an approver going on a leave soon? You can temporarily grant your approval rights to another user. These can be retrieved once you're back. To temporarily delegate your approval rights: Click on your Avatar in the bottom left-hand corner of the interface > My profile > Transfer your rights. Then select 'Delegate your approval rights temporarily'. Select the member to wWenig Leser

• Account activation

  Join Spendesk Click on the invitation link provided or join via the email invitation sent to you. There are two ways to proceed: Invitation Link: Use the link shared by your Administrator. Email Invitation: Follow the steps outlined in the email you received. Choose Your Login Method Select how you want to log in to Spendesk. This will be your default login method: Email + Password Microsoft Connect Google Authentication SAML SSO (if available and actWenig Leser

• Set up your notifications on your profile

  Two types of notifications on Spendesk some notifications are general and relate to your account's activity (payments, missing receipts...) and personal use (cards and requests). These are email notifications. Others depend on your role (Account owner, Controller, Administrator or Requester) or permissions (i.e Cost center approver). These notifications can be sent by email, push notification, Slack... General notifications (Cards statuses, statements, low funds, sigWenig Leser