Getting Started
- Tips for sending your documentation
- Top up my Cledara account
- The dashboard
- What is the difference between Total balance, Available balance, and Committed balance?
- The applications tab
- The transactions tab
User Management
- User roles and permissions
- Adding a user
- Changing a person's role
- Adding a phone number
- Adding a profile picture
- Disabling a user
Adding and managing applications
- Add a new application
- Approve a new application/subscription
- Make changes to an application
- Why did my subscription's payment fail?
- Disable a card
- Import multiple applications at once
Payment options for your subscriptions
- What is budget flexibility?
- What is automatic flush?
- What are soft limits?
- Creating supplementary cards
- How does the card top-up work?
- What is the subscription payment limit?
Setting up advanced features
- Using approval flow
- What does it mean that Cledara is integrated to Gmail?
- Setting up automatic invoice capture with Gmail
- What does it mean that Cledara is integrated to Xero?
- Will I have to manually enter into Xero the transactions that happened before the integration was activated, or does the integration allow us to determine the dates?
- Integrating with Xero
Managing your Cledara subscription
- When will my transfer to Cledara arrive?
- Claim your rewards
- When do I have to put more money in my Cledara account?
- What are the transfer limits?
- Is there a limit to the money I can have in the account?
- Are there any top-up limits in terms of sending money from my business banking to Cledara, or daily spending limits per card or account?
One-off Payments
FAQ
- Where is my money held and is it safe?
- How is Cledara regulated?
- How many cards can I have?
- How are rewards points calculated?
- Is there a limit to the number of rewards points that I can earn?
- Are rewards points calculated on the spend including or excluding VAT?