Spendesk Account set up

Roles and permissions

• All about Roles
• All about permissions

Manage your members

• Invite and manage members
• Delete a member
• What happens when I remove a member from Spendesk?
• Create and set up teams

Spending policy

• Set up an approval flow within a team
• Set up a spending policy

Credit my Spendesk account

• Add funds on Spendesk
• How long does it take to credit my account?
• Do I need a receipt to justify funds transfers to Spendesk?

Administrate my Spendesk account

• Company address vs. Billing address, what's the difference?
• Where can I manage and update my billing information?
• Where can I retrieve my Spendesk invoices?
• How to open a new subsidiary linked to your current Spendesk account?
• How to cancel my Spendesk account?

My personal account

General information

• Edit my profile details / change my password
• Change the language
• Check my spending policy
• Set up email notifications
• Temporarily delegate my approval right

Virtual Cards

General info

• Which card should I use to make payments: single purchase or recurring?
• What type of card is a Spendesk card?
• What happens if I generate a virtual card and don't spend it?
• What happens if I spend less than what I put in my request?
• Which Spendesk card should I use to better manage travel bookings and specific suppliers?

Make a payment

• Make a payment using a virtual card
• Attach an invoice when using a virtual card
• Which billing name and address should I enter when using a Spendesk card?

Single purchase card

• Can I add money on a single purchase card?

Recurring payment card

• Recurring card with a varies amount
• Change the budget of a recurring card
• Reload a recurring card
• What happens if I pause my recurring card?
• Transfer a subscription to someone else
• Why has my subscription payment been refused?

Plastic Cards

Getting started

• Get a plastic card
• Activate a plastic card
• Retrieve the PIN code of the card
• Put money on the plastic card

Using a plastic card

• Attach an invoice after a payment with a plastic card
• Can I withdraw cash with my Spendesk card?
• Can I use my Spendesk card in other countries?

Problem with a plastic card

• The card is activated but still doesn’t work
• I've lost my card / my card was stolen / blocked: what can I do?
• Card blocked after 3 wrong PIN code

Other questions

• How does the spending policy apply to a plastic card?
• Can I use my colleague’s Spendesk cards?
• I need to deactivate / delete my plastic card, what can I do?

Mobile application

Mobile application

• Where can I download the Spendesk mobile app?
• How to use Spendesk mobile app to complete my purchase ?
• How to approve requests using the Spendesk mobile app?
• I'm part of several entities on Spendesk, how do I switch account using the mobile app?

Payments

Getting started

• Is it possible to get a refund on Spendesk?
• What's a pending transaction?
• My payment was refused, why?
• My payment was refused but it appears on Spendesk: what should I do?

Find out more

• Is it possible to check which merchant charged my card?
• A nominal amount appears on my Payments tab, what does it mean?
• Why is my card declined at toll booths & parkings?
• I paid in an automatic petrol pumps but the amount on Spendesk doesn't match. Why?
• Why was my transaction cancelled?
• How much do we charge for FX fees?

See all 13 articles

Accounting

Getting started

• How to review and bookkeep all your payments: "Payment Inbox" (1/2)
• How to review and bookkeep all your payments: "Payment Inbox" (2/2)
• How to download my account statements in .pdf/csv format and receipts from Spendesk?
• How can I set up my accounting codes in Spendesk?
• How can I collect all the invoices on Spendesk?

Find out more

• How to read your Spendesk wallet?
• How can I add cost centers / custom fields to my export?
• How to connect and set up Xero to Spendesk?
• How to push/export payments from Spendesk to Xero?
• My export shows dates instead of amount, what should I do?
• How can I edit the invoice file format?

Expense claims

First steps

• How to submit an expense claim on Spendesk?
• How to approve or deny an expense on Spendesk?
• How to include expense claims in your Spendesk accounting process?

Mobile application

• How to submit an expense claim using the mobile app?
• How to approve or deny an expense claim using the mobile app?

Legal notice

To sum up

• Certified eReceipts
• Which information can Spendesk provide about GDPR?

For more information

• What are the monetary limits on the Spendesk cards?
• Legal notice