Getting Started as an Invited Team Member

Overview

If you’re an employee at a company that uses Slash, your dashboard and mobile app have a different set of capabilities from an administrator’s, centered on expense management, reimbursements, and approval workflows.

The main ways you’ll use Slash with employee permissions include:

• Card requests: Request a new Slash card from your account owners or administrators for subscriptions, meals, transportation, or other business expenses.
• Expense reports and reimbursements: When you pay for a business expense with your personal card, submit an expense report in Slash to get reimbursed.
• Account overview: View your recent transactions, card limits and utilization, and pending actions.

How to accept an invite to join your team on Slash

Your company’s account owner or an administrator controls who has access to Slash. When they add you, you’ll get an email invitation to create your login. After that, you can use Slash on the web and in the mobile app.

1. Follow the link in your invite email to a sign-in form, where you’ll set your password. If your organization requires two-factor authentication (2FA), you’ll also be prompted to set it up.
2. The first time you open your Slash dashboard, you may be asked to accept the Slash terms and conditions.
3. Once your account is set up, download the Slash app from the App Store or Google Play Store to manage your account on the go.

How to request a card

With employee permissions, you get new Slash cards by submitting a card request. An account owner or administrator reviews each request before the card is issued.

It helps to request a separate card for each kind of spending, such as one for software subscriptions and another for travel. Your finance team can then see at a glance where the money went.

1. On the web, select Request a card in the top right corner of your homepage or Cards dashboard. On mobile, tap the+icon in the bottom right, then tap Request a card.
2. Fill in the card request form: Choose a card name and spend controls that match the card’s purpose. A clear name helps your finance team identify the card’s spending during reconciliation, and tight limits help prevent misuse and fraud. Check your company’s spending policy before you submit.
   • Main details: The card name, card group, and a memo for your approver.
   • Limits: Optional spend controls, if you already know how you’ll use the card.
3. Select Request card. Your request will show as pending in your Cards dashboard. Once your card is created, you can access it in Slash and add it to your mobile wallet.

How to submit an expense report and request a reimbursement

Sometimes you’ll cover a business expense yourself, like a client lunch or a conference ticket on your personal card. Slash lets you submit an expense report for the purchase and get paid back directly to your bank account. Your approver reviews each report before the reimbursement goes out.

Link your bank account

Before you submit your first expense report, link the personal bank account you want reimbursements paid into.

1. In the top right of the Reimbursements dashboard, select Manage bank accounts.
2. Select Connect bank account. Plaid will open so you can securely authorize the connection.

Submit an expense report

Before creating an expense report, have your receipt or invoice on hand if you have one. Slash can pull the purchase details from the document, so you won’t have to type them all in yourself.

1. On the web, go to the Reimbursements page and select Submit expense report. On mobile, tap Reimbursements on your homepage, below your most recently used card, to open the expense report form.
2. Upload your receipt or invoice, and Slash will fill in as much of the expense report as it can. If you don’t have a receipt, select that option and explain why.
3. Review or fill in the remaining fields:
   1. Expense date: The purchase date shown on the receipt or invoice
   2. Amount: The total you paid
   3. Merchant: The vendor you bought from. Search for the vendor if it’s already in Slash, or add it manually.
   4. Memo: A short note explaining what the purchase was for
4. Choose the bank account your reimbursement will be paid into. If you’ve linked only one account, it’s selected by default.
5. Submit the expense report for your approver to review. Once it’s approved, expect the payment to reach your bank account within 2 business days. If it’s rejected, follow up with your approver.