Introduction
In just a few easy steps, you’ll be controlling spend. Set up cards in a few clicks so your team never need to share credit cards again, create wallets to organise your spending, and start capturing receipts for a pain-free month end. Start by watching our getting started with the basics video here:
https://www.youtube.com/watch?v=MxmT-yUhnQY Step 1 – Add funds to your account
First up, you need to deposit funds into your Soldo account from your business bank account. We’ve made this quick and easy, so you can start ordering cards in no time.
- Log into the web console at manage.soldo.com
- Click the orange bank symbol icon in the menu on the right. You’ll be taken to the ‘Deposit info’ tab of your Main Wallet.
- Use the details shown to send money from your company’s bank account, just like a bank transfer
Remember, if you change your mind about Soldo, you can ask for the deposit money that is left in your account back. No questions asked.
Step 2 – Create your first card
Soldo cards come in different forms, giving you more flexibility to organise spending to fit your business. People who make frequent personal business purchases – such as travel and entertainment – will benefit from having their own user card. Whereas, company cards are great for departments or projects that make regular payments. Company cards can be used to pay for print costs, stationery, events, and more. Both User and Company cards can be physical or virtual:
- Plastic cards: Once ordered, you will receive these within 5-8 days.
- Virtual cards: are issued in seconds and can be used online immediately.
To create a card for a new user follow these steps:
- Log in to your Soldo account
- Click on ‘Users’ on the left menu
- Click on ‘Add user’ and fill in your information
- You’ll then be asked if you want to create a card for the new user. Click ‘Yes, create a card’. Alternatively, go to ‘Cards’ on the left menu and click ‘Add card’
- Choose the type of card the user will need and the currency they’ll need to spend in
Remember: we charge an issuance fee for each new card, so you’ll need enough funds in your account to cover the cards you want to create. One last but important detail. Cards draw funds from wallets, that can be for a specific user or shared wallets for teams or projects. It might be useful to read our
set up your wallets section before you create your first card. Setting up your wallets first helps you get organised and ensures your cards draw funds from the right place. Watch our video here:
https://www.youtube.com/watch?v=d0lFMq1RPAQ Step 3 – Start using Soldo
You’re now ready to start using your cards. If you’re using a virtual card, you can use this straightaway as it’s activated as soon as it’s issued. If you have a plastic card, you will need to activate it before you can start spending. The cardholder will be able to do this easily by logging into the
Soldo app (iOS and Android):
- Go to ‘Cards’
- Select the one you want to activate
- Enter the CVV
For the first transaction, you will need to enter your PIN. If you don’t know the PIN, you can find this on the app. Go to
‘Cards’, then
‘Card info’ and tap
‘View PIN’.
Step 4 – Upload your first receipt
When you make a purchase, upload your receipt via the app. At the end of the month, go to
‘Reports’ and download your expense reports. As your receipts were captured when you made a purchase, they’re already matched with your transactions. If you use accounting software, you can integrate it with Soldo to sync all your spending. Click on
‘Integrations’ on the left menu to get started. Watch our video on how to use the web console:
https://youtu.be/UxRXvkKOifI Step 5 – Set up your wallets and budget spending rules
Soldo cards draw their funds from different wallets. You can set up wallets for specific individuals or create shared wallets that different people, teams or projects can draw funds from. Setting up wallets helps you:
- Set aside funds for individuals, teams, or projects
- Create spending rules for users
- Get a better understanding of how your budgets are spent
Watch our video to find out more about setting up your wallets:
https://youtu.be/KjdbVgYdPeM Once you’ve created your wallets, you can assign different spending rules.
Step 6 – Invite your team
Now you’re all set up and ready for users. Adding other people to Soldo is quick and easy.
- Start by deciding which users and/or teams will need cards.
- Create the individual users. Each time you do this, a user wallet will be created, to help you control how much money they can access.
- For teams, go to ‘Create new card’ > select ‘Company cards’ > select which wallet you want this card to draw funds from. Important: this feature is only available in Pro and Premium. If you are on our Start plan and you want to upgrade, you can do this from your account.
Share this video with your team, so they learn how to use Soldo in 2 minutes:
https://youtu.be/WFuOlWLUPqk That’s everything you need to know to get started with Soldo.
Login Need more help?
If you have any additional questions, feel free to contact us today at [email protected] and our team will be happy to help you to get started.
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The website in all languages and for all markets is provided by Soldo Software Ltd., a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. All communications related to the website shall be sent to the registered office.
The software services provided to customers resident in or with registered office in an EEA country or in the UK are provided by Soldo Software Ltd a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd (data protection number: ZA 092035) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.
The software services provided to customers resident in or with registered office in Italy are provided by Soldo Italia S.r.l. , a company incorporated in Italy with company number 11864540965 at the Registry of companies of Milano, Monza, Brianza, Lodi, VAT: IT11864540965, and registered office at Via degli Olivetani 10/12, 20123 Milano (Italy). Soldo Italia Srl complies with all applicable data protection and privacy legislation in force from time to time in Italy including the General Data Protection Regulation ((EU) 2016/679). All communications related to the software and related services shall be sent to the registered office Soldo Italia Srl, Via degli Olivetani 10/12, 20123 Milano (Italy).
The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland. Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.
The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.
