Articles in this section

Slack

If you are the Account Owner, click on "Settings">"Notifications".

 

1⃣ Then you only have to click on "Link to Slack" 👌

 integrate-slack-with-spendesk.png

2⃣ A pop-up will display on the platform for your teammates inviting them to link their own Slack account to their Spendesk profile 🤗

 

The Spendesk <> Slack integration includes:

- As an Approver, receive a notification when a requester creates a new purchase request.
- As a Requester, receive a notification when your request has been approved or denied.
- As a Controller, send manual receipt reminders to your users
- As a Team Manager, Controller or AO, open Slack DM from a payment to discuss about it with the user directly
- Automatic weekly reminders sent to the slackbot channel with @ to all the people who haven't uploaded all their receipts

 

If you are a requester, the steps to activate the feature are the same but first, you'll have to ask the Spendesk account owner to link your company's slack account to Spendesk :)

 

Was this article helpful?
2 out of 2 found this helpful