Approval workflows & expense policy — found from sitemap — Spendesk

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Facts read from this source

• Template format Report an error

  “Download a ready-to-use expense policy template compatible with Microsoft Excel and Google Sheets.”

• Template delivery Report an error

  “Complete the short form and the template will be sent to your email inbox”

• Template customisation Report an error

  “Look for sections highlighted in yellow. These are the parts where you are free to add and customise your own spending rules.”

• Template scope Report an error

  “share this free template with any team member that has access to company funds for the purpose of work-related expenses”

• Policy contents Report an error

  “The maximum spending threshold for transactions that do not require pre-approval”

• Expense categories example Report an error

  “Categories of expenses, including examples of purchases within those categories (such as travel: train tickets to attend conferences)”

• Personal purchase process Report an error

  “the team can usually just mark the purchase in-app as a personal purchase and claim the fare back from the employee”

• Other templates Report an error

  “Marketing budget template Plan projects and track spending easily with this free Excel template.”

• Other templates travel Report an error

  “Travel planning workbook template Plan and book your next work trip easily with this template.”

• Other templates notion Report an error

  “Notion budget template Manage your annual budget easily in Notion”

• Spendesk modules Report an error

  “Spendesk AI connect Cards Procurement Accounts payable Expense management”

• Platform features Report an error

  “Spend Controls Intelligence & Automation API & integrations Multi-entity management Budget”

• Payment providers Report an error

  “Payments services are provided as part of the Spendesk product by Spendesk Financial Services in the EEA, by Adyen in the UK and by Sutton Bank in the US.”

• Fs license Report an error

  “Spendesk Financial Services is a French payment institution licensed by the ACPR under number 17518.”

• Adyen UK license Report an error

  “Adyen N.V. is a Dutch bank, whose UK branch is licensed by the FCA to provide payment services under number 779800.”

• Sutton bank Report an error

  “Sutton Bank is an FDIC insured member institution.”

• Card issuer Report an error

  “Visa debit cards are issued by Spendesk Financial Services in the EEA, by Adyen in the UK and by Sutton Bank in the US, pursuant to a license from Visa.”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.

Scores citing this record

• The Controller Receipt capture & expense claims
• The Office Manager Approval workflows & expense policy
• The Skeptic Approval workflows & expense policy
• The Travelling Employee Company cards & spend control