I'm a provider using the SpendAble Free Plan
Read this first for a quick crash course into SpendAble's Free cash wallet plan
Create, edit, remove users. Reset passwords and update details of users
Connect users and check/update the balances of the cash wallets
Add a transaction log, upload receipts, review spending and generate reports
Creating a cash wallet
How to create a wallet for a participant where you can track their cash balances
How to connect and disconnect a staff member to a participant's cash wallet
Connect your staff so they can log transactions done on behalf of a participant
How to update a participants cash balance
Update the balance of a participants cash wallet when they receive new money
How to use a cash wallet
Details the best way to set up and use a cash wallet
What is SpendAble Free?
Outline of what the plan includes and what it is designed to do
How to add a new transaction record
Create a transaction record when participant money is spent
Understanding user types
A breakdown of the different user roles in SpendAble and a guide on how to decide what role to assign to someone
How to add receipts and photos to a transaction record
Uploading evidence to transaction records when spending a participants money
How to create a parent/guardian user
Create users for your participants that you manage money for
How to create a participant user
Create users for your participants that you manage money for
How to create a supporter user
Create users for your participants that you manage money for
How to edit user details
Update and edit a users information in their SpendAble user profile
How to review transactions
Check transaction details, view receipts and photos and review notes
How to change your password
Updating your password when you'd like to change it
How to generate a transaction report
Using the filters to export transaction data as a report
How to reset a users password
Reset a users password when they need assistance accessing their account