Ready to get started with Soldo? This guide will get you up and running in just a few minutes.
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:
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.
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.
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:
To create a card for a new user follow these steps:
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:
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):
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’.
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:
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:
Watch our video to find out more about setting up your wallets:
Once you’ve created your wallets, you can assign different spending rules.
Watch our video to find out more:
Now you’re all set up and ready for users. Adding other people to Soldo is quick and easy.
Share this video with your team, so they learn how to use Soldo in 2 minutes:
That’s everything you need to know to get started with Soldo.