• Review your invoice

  Who can review invoices? Only Controllers and Account Owners can review invoices. Review Invoices Check information and mark an invoice as reviewed Navigate to the Invoices tab and click on the sub-tab named Review. The list of invoices to be reviewed is displayed and you can check their information. You can create a new supplier from the Review tab if needed. Click on Supplier and fill the information related to the supplier (legal name, address, bank details...Wenig Leser

• Manage disbursement notes

  🚨 Important The note must be submitted as a “Supplier Invoice” and not as an expense report. In fact, an expense claim only concerns employees. Thus, approving an expense claim from a service provider could be seen as evidence of a subordinate relationship between the service provider and the co-contracting company in the capacity of “manager”. The business contract could be re-qualified as an employment contract under French law. For more information, read the article: [https://business.lesecWenig Leser

• Invoices: obtain a proof of payment

  To obtain a proof of payment for your supplier, the payment must have been done from your Spendesk wallet and appear with the "Paid" status in Spendesk. Otherwise, we can’t provide you with a proof of payment. Case 1: the supplier indicates that they have not been paid despite the PDF Proof of payment on Spendesk Please contact support@spendesk.com. Case 2: You just need to provide a proof of payment Go to Invoices > History. Check the batch from tWenig Leser

• Submit your supplier invoice on Spendesk

  Submit Supplier Invoices on Spendesk Account Owners and any member with a Requester role can submit supplier invoices on Spendesk through the Requests tab. You can also send an invoice to a custom email address to create a draft on Spendesk and/or assign it to a user. Controllers: If you need to submit invoices, contact your Account Owner or Administrator to update your role by adding the Requester role. Alternatively, ask for your company’s custom email address to send invoWenig Leser

• Purchase Orders

  What's a purchase order? A Purchase Order request is used when an employee needs to make a purchase or an order request on behalf of their company. It is a request, often with a quote attached, that is used to inform the cost center owner so that the purchasing process can be started. Once the purchase order request has been made and has passed the approval process, a purchase order is created. Then, the Requester sends the confirmation to the supplier, inWenig Leser

• Delete an expense claim or invoice in the "Schedule" tab

  Invoices After confirming an invoice in Review, you might have made a mistake or need to come back on your decision. You can know prevent or correct mistakes by sending the invoice back to the Review step. To this day, the payment process of an invoice was the following: Review > Schedule > Confirm. Once an invoice was reviewed and confirmed, the invoice in Schedule could not go back to the Review step. This is now possible with Send back to Review. ​ This featurWenig Leser

• Pay your invoices

  Roles Only Controllers and Account Owners are authorized to pay or to bookkeep supplier invoices. Review an invoice Invoices must be reviewed by controllers in Expenditures > Invoices > Review before being scheduled from Invoices > Schedule and prepared for bookkeeping from the Prepare tab. They can then export invoices from the Export tab. Pay invoices Go to Invoices > Schedule to plan your payments. You can: Execute immediately Execute on each invoice’s dueWenig Leser

• Work with Freelancers and Manage their Payments on Spendesk

  On Spendesk, you can activate an additional module to review and pay supplier invoices. Interested? Go to the Payment Methods tab and enable the Invoices option. Collaborating with Freelancers Working with freelancers is ideal for strengthening your teams or accessing specific expertise. However, paying freelancers does not work the same way as paying your usual suppliers. Important: A freelancer is not an employee of your company. Their rights and obligations differ from thWenig Leser

• Submit, apply and bookkeep credit notes

  This feature is available to accounts using file-based accounting exports (single-entry, double-entry, SAGE or CEGID) as well as our native integrations with DATEV, Xero and NetSuite. ​ Submit a credit note Credit notes can be submitted via the New request > "Submit an invoice or credit note" request flow. To do so: Select the credit note file from your computer. Our Spendesk OCR will attempt to fill in some data. Check the fields and add or edit any existing or mWenig Leser

• Supplier invoice Status

  It's very easy to check an invoice's status on Spendesk. Check an invoice's status If you can see the invoice on the Requests tab, it means it's either pending approval by an approver, pending reimbursement by the finance team, or denied. The status will show "To approve/ Approved/ Rejected". If you've split an invoice's payment in several payments, then part of the invoice's amount might be visible in Payments while the main request still shows in Requests. If your invoice shWenig Leser

• Credit notes - FAQ

  To read first: Credit notes : Submit, apply, bookkeep FAQs Question Answer Can I add two credit notes to an invoice? No, this is not directly possible in the V1 of the credit notes feature.There is a workaround available: You can record multiple credit notes for future use, then apply the group credit to a single invoice. This process is supported in V1. | The amount ofWenig Leser

• Forward supplier invoices via email on Spendesk

  Suppliers and Spendesk users can forward invoices via email. This feature allows invoices to be automatically created in Spendesk's shared inbox when forwarded by email. Forward an invoice via email: from a company user to the company To forward invoices, simply send them to your company's dedicated invoice email address (which begins with "bills+..."). You can find this address in the Inbox section of Spendesk or in the side panel when you click "submit a new invoice." If you seWenig Leser

• Manage your suppliers

  This is part of the "Submit my Invoice" (SMI) module. The Account Owner can activate it in the Settings, in the Payment methods. Create a supplier Before submitting an invoice (role: Controllers) You want to create a supplier before uploading the first invoice to Spendesk. Go to Settings > Accounts payable > Create a supplier to input necessary information. Certain details, such as the supplWenig Leser

• Submit an invoice request on mobile!

  Account owners: To use the invoice feature, make sure you've enabled the Invoices module in the Settings (Payment Methods). Submit a Supplier Invoice on Mobile Open the Spendesk app. At the bottom of the screen, tap the + New Request button. Select Submit a Supplier Invoice. Take a picture of your invoice or upload it from your phone's gallery/files. Our powerful OCR will scan the invoice and extract relevant information (e.g., amount, issue date, due datWenig Leser