Overview

Welcome to Slash. Excellent decision, by the way—future you says thanks. Once your account has been approved and activated, completing these setup steps will cover the essentials to get started with Slash.

While it isn't required, we recommend following this guide in order. Some features, especially card creation, require configuration in other menus first to get the most out of your initial setup.

What This Guide Covers:

Funding Your Account: Learn about the different methods for adding money to your Slash account.
Enabling Two-Factor Authentication: Add an additional security layer to protect your account with time-based authentication codes.
Configuring Notifications: Customize which alerts you receive to stay informed about account activity.
Inviting Team Members: Add employees, accountants, and administrators with role-based permissions appropriate to their responsibilities.
Setting Up Card Groups: Configure spending limits and rules across multiple cards at once.
Creating & Issuing Cards: Spin up cards for yourself, your team, and your recurring expenses.

1. Funding Your Account

Funding your account is the first step to activating your Slash cards and payment capabilities. To get started, Slash requires an initial deposit from your external bank account. You can start conservatively with just enough funds to cover initial expenses, or transfer the majority of your operating capital to use Slash as your primary financial management platform.

Before funding your account for the first time, contact your bank to authorize ACH debits from Slash. It's a simple, one-time setup. Click here for instructions on completing the authorization.

By default, funds added to your account will be added to your cash account. To initiate your first top-up:

Navigate to Move Money from the homepage of your Slash dashboard.
From the dropdown menu, select Add Funds.
Choose a funding method from the available options. If you've configured a connected bank account, the option Connected Bank Account will appear as your default funding method.
1. To fund your account using stablecoins, an additional review may be required for your account before your first deposit. Read this guide to learn more.
Choose the Slash account you want to fund (for the first top-up, this is most likely your cash account), then confirm that your external bank details are accurate.
Input the amount you'd like to transfer into Slash.
Click Add Funds to initiate your first deposit.

For more information about the different rails you can use to fund your account, read Adding Funds to Your Slash Account. For more information about configuring automatic top-ups when your Slash account balance is running low, read How to Automatically Fund Your Slash Account.

2. Enabling Two-Factor Authentication

Two-factor authentication (2FA) adds an additional security layer to your account by requiring a time-based code from an authenticator app in addition to your password when logging in. Here's how to set it up:

Go to the bottom left corner of your dashboard and click Personal Settings, then Account & Security.
Click the toggle next to Two-Factor Authentication to begin setup.
Open your preferred authenticator app (Google Authenticator, Microsoft Authenticator, Authy, etc.) and scan the QR code displayed on screen.
Enter the 6-digit code from your authenticator app to confirm. Follow any additional instructions in your app if prompted. Once complete, 2FA will be active.

Multi-factor authentication (MFA) is set up individually for each user. When you enable MFA in your Security settings, it applies only to your own login and does not automatically require MFA for every member of your team. Each team member who wants to use MFA must set it up on their own account by connecting an authenticator app and verifying their code.

3. Configuring Notifications

Customize which alerts and notifications you receive from Slash to stay informed about account activity without notification overload:

Go to the bottom left corner of your dashboard and click Personal Settings, then Account & Security.
Click Notifications to view all available notification options.
Toggle individual notification types on or off. Changes save automatically.

For a full list of configurable notifications and available delivery methods, read Configuring Notifications on Slash.

4. Inviting Team Members to Slash

Slash supports multiple user roles with different permission levels, allowing you to grant appropriate access to employees, accountants, and administrators.

Go to Entity Settings in the bottom left corner of your dashboard.
Click Users in the top menu bar, then Send invite at the top right.
Enter the invitee's name and email, then assign a role:
1. Owner: Full permissions across all account features and settings.
2. Admin: Full access to all user management features.
3. Employee: Limited access; can sort through assigned cards, submit expense reports, and view general account information.
4. Accountant: View-only access to transaction data and financial records.

After sending an invite, the user will receive an email with instructions to access Slash under their assigned permissions. For more information, read How to Add Team Members and Set Role-Based Permissions.

5. Setting Up Card Groups

Before issuing any cards to your team, it's recommended to set up your card groups first. Card groups enable you to set spending limits across multiple cards collectively rather than managing individual card limits. Groups can correspond to your company's different teams, departments, locations, or whatever you choose.

Setting groups up at the start will save you time later when issuing cards to your team, but if you're unsure how you want to limit card spend during setup, groups can be set up later, too.

For information about finding card group settings in your dashboard and details about toggles for your different cards, read How to Set Up Card Groups.

6. Creating and Issuing Cards

Slash cards come in two formats: virtual and physical. Virtual cards can be created instantly and added to mobile wallets (Apple Pay, Google Pay) or used directly through your dashboard.

For information about ordering physical cards for you and your team, read How to Order and Activate Physical Cards. To get started with your first virtual cards, read below:

Creating Virtual Cards

Click Cards in the side panel, then Add + in the top right corner. Select New Virtual Card.
Configure the card details:
- Card Name: Internal display name visible to you and your team.
- Virtual Account: The account or subaccount the card will draw funds from.
- Card Group (optional): Assigns preset spending rules, merchant restrictions, and limits.
- Cardholder (optional): The assigned employee will receive transaction alerts and spending summaries via email and SMS.
To create multiple cards at once, enter the number of cards you'd like to issue. Note that the name and settings you configure will apply to all cards in the batch; you can adjust individual settings afterward.
Click the Limits tab to set spending controls and usage restrictions before finalizing.
Click Create Card(s). Your new virtual cards are now available to view, edit, and issue from your dashboard.

Thank You for Choosing Slash

If you've made it to the end of this guide, you're on your way to optimizing how your business manages its money.

This guide covers only a portion of Slash's full capabilities. We encourage you to explore your dashboard to discover all our features: global payments, cryptocurrency, invoicing, accounting integrations, reimbursements, working capital financing, and more.

Since you're here, that means you've already found our online Help Center, your go-to resource for everything you need to know about using Slash. Here, you'll find guidance on resolving common issues and getting the most out of our features. We update our Help Center regularly, so check back anytime to learn about new releases and updates.

Setting Up Your Slash Account