Opening your Cledara account
Getting Started
- Download the official Cledara guides
- How can I top up my Cledara account?
- How do I check my Cledara balance?
- The Dashboard
- The Applications tab
- The transactions tab
User Management
- What are the different user roles?
- Create and manage teams
- Adding a new user
- Changing a person's role
- Adding a profile picture
- Disabling a user
Adding and managing applications
- How do I add a new application?
- How do I make changes to an application?
- Why did my subscription's payment fail?
- Disable a card
- What is the 20% safety buffer for?
- How do I remove an application?
Payment options for your subscriptions
- Can I manually move funds in and out of cards?
- What is budget flexibility?
- What is automatic flush?
- What are soft limits?
- What are supplementary cards for?
- How does the card top-up work?
Setting up advanced features
- What is approval flow?
- How does invoice matching work?
- What does it mean that Cledara is integrated to Gmail?
- Setting up automatic invoice capture with Gmail
- Why are my invoices not uploaded?
- Using dual approval
Managing your Cledara subscription
- When will my transfer to Cledara arrive?
- Claim your rewards
- When should I top up my Cledara account?
- Are there any transfer limits?
- Is there a limit to how much I can have in the account?
- How do I close my Cledara account?
One-off Payments
Cledara Engage
Latest in Cledara
FAQs
- How to refer Cledara to a friend
- Where is my money held and is it safe?
- How is Cledara regulated?
- How many cards and applications can I have?
- How are rewards points calculated?
- Are rewards points calculated on the spend include VAT?