Play by the Rules - Requester
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 new 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 your autonomous method of payments such as virtual cards and your plastic cards. Don't worry, you can always unlock yourself by providing the receipts!
Understand your spending rules
As a Requester, you will have access to a brand new dashboard on your welcome page.
To understand your rules as a Requester, head to the right of the page, and select "How does it work?"
👉🏻 Read carefully how many receipts late you are allowed to have before being blocked.
Understand your dashboard
Your dashboard displays your receipts' status and rules.
Depending on your receipts' status : missing, provided, or late, your dashboard will look different.
Let's take Thibault's example:
Here, payments were just made.
One receipt almost late
Thibault still has a bit of time ahead.
At this point, Thibault really needs to provide receipts to avoid being blocked.
Thibault has to unblock his requests and means of payment by uploading late receipts.
He will not be able to use his physical card nor virtual cards.
Unblock your account
To unblock yourself, simply provide your receipts, or declare your receipts as "Can't be provided".
To provide a receipt, head to your payment, then tap on "Upload a receipt". You can also provide it from the mobile app.
To declare your receipt as "can't be provided", head to your payment, select "Can't provide receipt", select the receipt as lost and sign the declaration:
This document will be legally binding. The option should only be used when the receipt has been truly lost.
Change in your control rules
If your rules are changed by your Finance team, you will receive an email just like this one:
New rules will also be available from your dashboard, by clicking on "How does it work"?
☝🏻 If you had missing receipts prior to the change or rules, new rules now apply.
Let's say you're allowed 4 payments with missing receipt in the old rules, and had 3 receipts late.
If your Finance team changes the rules to a limit of 3 payments late, your account might be blocked. 😱
Simply upload a receipt to unblock yourself!