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Setting up your Slash account: things you should configure early for the best experience possible
Setting up your Slash account: things you should configure early for the best experience possible
Victor Cardenas avatar
Written by Victor Cardenas
Updated over a week ago

Welcome to Slash! Here are the 7 things you should do to ensure you have the best possible experience using our product.

Step 1: fund your account

[Recommended] Funding your account with an incoming wire or ACH:

  1. On the home page, click "Move Money" > "Add funds"

  2. Click on "Wire / ACH"

  3. If you manage multiple entities via your Slash dashboard, select the account you'd like to send money into

  4. Copy the wire details shown into your external banking dashboard, and use their portal to send money to your Slash account:

    1. Wires are fast and usually post within ~5 minutes of being sent

    2. ACH transfers are slower and the speed depends on the bank you're using to originate the ACH payment

If you've never sent a wire transfer or ACH from your bank before, feel free to check out our guides to sending wire/ACH transfers from specific banks.

[2-3 business days] Funding your account by pulling funds from a connected bank account:

  1. On the home page, click "Move Money" > "Add funds"

  2. Click on "Connected bank account"

  3. Click on "Connect external account". This will open up a modal from Plaid - follow their instructions.

  4. Finally, type in the amount you'd like to deposit, and click "Add funds" at the bottom.

Step 2: order a physical card

Steps:

  1. Visit the cards page by clicking the card icon in the side panel.

  2. Click on "Add +" on the top right of the dashboard

  3. Click on "New Card"

  4. Click on "Physical"

  5. Type in the employee first and last name, and the address where you'd like to have your card shipped.

  6. Done!

When your card arrives in the mail, you'll have to activate it by:

  1. Clicking on the card you created inside the cards page

  2. Typing the last 4 of the card into the Slash dashboard

You can order as many physical cards as you'd like for all your employees.

Step 3: create virtual cards

Steps:

  1. Visit the cards page by clicking the card icon in the side panel.

  2. Click on "Add +" on the top right of the dashboard

  3. Click on "New Card"

  4. Type in the number of virtual cards you'd like to create, and a prefix for all of them

  5. Optionally assign spend limits to the cards you're creating, or add them to a card group

  6. Done!

Step 4: create card groups

Card groups let you set limits across cards instead of on individual cards. Example use cases for card groups:

  1. You have 10 cards assigned to 10 different ad accounts, and you want to merchant lock all of them to Facebook, and allow $10,000 to be spent, in aggregate, across all 10 cards.

  2. You are planning a company trip and assign each of your employees a card for travel expenses. In aggregate, you don't want them to spend over $5,000.

To create card groups:

  1. Visit the cards page by clicking the card icon in the side panel.

  2. Click on "Add +" on the top right of the dashboard

  3. Click on "New Group"

  4. Give your group a name

  5. Optionally assign merchant, merchant category, transaction size, and utilization limits to it.

  6. Done!

Step 4: invite employees to your Slash account

Steps:

  1. Click on "Send invite" on the top right.

  2. Type in the name and email address of whoever you'd like to invite and assign one of the following roles:

    1. Admin: has full permissions

    2. Accountant: has view only access to transactions

    3. Buyer: can have cards assigned to them and see the card transactions associated with those cards

Step 5: configure notifications

Steps:

  1. Click the hamburger menu at the bottom left of the dashboard

  2. Click on "Personal settings"

  3. Click on "Notifications"

  4. Toggle the notifications you'd like to receive on and off.

Step 6: set up two-factor authentication

Steps:

  1. Click the hamburger menu at the bottom left of the dashboard

  2. Click on "Personal settings"

  3. Click on "Account & Security"

  4. Click the toggle next to "Two-Factor Authentication"

  5. Scan the QR code that comes up with an authenticator app like Authy

  6. Place in the code shown to you in the authenticator app

[Optional] Configure Discord notifications

Please read our article on how to configure Discord notifications.

[Optional] Configure automatic recurring top ups

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