Account set up

Getting started

• Account Owner, Administrator, Controller, Requester, who can do what?
• How to invite my teammates on Spendesk?
• How to create and set-up a team ?
• How to set up a member's spending policy?
• How to set up an approval flow?

Find out more

• Where can I check my spending policy?
• Spending policy vs. Company policy, what's the difference?
• Team Manager vs. Team Approver, what's the difference?
• How can I choose the email notifications I'd like to receive from Spendesk?

Virtual Cards

Getting started

• How to make a payment using a virtual card?
• Which card should I use to make payments: single purchase or subscription?
• What type of card is a Spendesk card?
• How can I attach my invoice when using a virtual card?

Find out more

• 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?
• Can I add money on a single purchase card?
• What happens if I pause my subscription card?
• How to reload my subscription cards?
• Why has my subscription payment been refused?

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Plastic Cards

Getting started

• How do I get a Spendesk plastic card?
• How to activate my Spendesk plastic card?
• Where can I retrieve my Spendesk plastic card PIN code?
• How can I attach my invoices when paying with my plastic card?

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?

Find out more

• When does a spending policy is applied when using a plastic card?
• I activated my card but it doesn't seem to be working. Why?
• How much can I spend with my Spendesk card?
• Can I use my colleague’s Spendesk cards?
• Can I use my Spendesk card in other countries?
• Can I withdraw cash with my Spendesk card?

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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

• Which Spendesk card should I use to better manage travel bookings and specific suppliers?
• An 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 did my transaction got cancelled?
• How much do we charge for FX fees?

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Accounting

Getting started

• Master the "Payment Inbox" (1/2)
• Master the "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

• What's the meaning of Xero notifications displayed on Spendesk?
• My export shows dates instead of amount, what should I do?
• 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 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 approve or deny an expense using the mobile app?
• How to submit an expense using the mobile app?

Account administration

Getting started

• How can I fund my Spendesk Account?
• How long does it take to credit my account?
• How can I edit my profile details / change my password?
• Where can I manage and update my billing information?
• Where can I retrieve my Spendesk invoices?

Find out more

• How to open a new subsidiary linked to your current Spendesk account?
• Which information can Spendesk provide about GDPR?
• Do I need a receipt to justify funds' transfers to Spendesk?
• Company address vs. Billing address, what's the difference?
• How can I temporarily delegate my approval right as an Account Owner?
• How can I remove a member from Spendesk?

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