We're thrilled to introduce Cledara Spend!
Cledara Spend empowers you to issue and manage employee cards, track spending in real time, and seamlessly integrate with your accounting software.
Whether you're an admin, cardholder, or accountant, Cledara Spend provides a streamlined spend management solution.
Admins
- Give your team members access to Cledara Spend. Assign roles to Spend users to grant permissions for managing cards, making payments, and preparing transactions for bookkeeping.
- Top up your Spend account to make sure your account is funded. This allows your team to start making transactions without delay.
- Assign cards to specific users, set spending limits, and ensure your team is equipped to make purchases smoothly.
Cardholders
- Once a card is requested for you, you will have to confirm the card for it to be issued.
- Once you've received your Spend card, activate it by entering the last four digits. This final step unlocks your ability to start using the card for purchases right away!
Accountants
- Connect your accounting software to prepare for streamlined expense coding and account reconciliation.
- As the payments start coming through, you can start reviewing your team's payments. Monitor transactions for accuracy, ensure compliance with budgets, and flag any irregularities for further review.