الميزانيه
How to Remove or Change a Role for a User
In SiFi, managing roles ensures that every team member has the right access for their responsibilities. Sometimes, you may need to remove a specific role (such as Transfer Initiator, Accountant, or HR Manager) or change someone’s role (for example, ...
Card Limit Requests
When using your SiFi Card, you might sometimes need more funds than your current limit allows perhaps for a specific purchase or a recurring increase. The Card Limit Request feature lets you ask for a higher limit, which will be reviewed and approved ...
I Sent a Transfer to SiFi’s Wallet but It Was Not Received
If you have sent a bank transfer to your SiFi wallet account and the amount hasn’t appeared yet, don’t worry your money is safe. This delay can happen due to bank processing times, incorrect details, or verification checks from the receiving bank. ...
SiFi Cards 3DS
🔒 What is 3D Secure (3DS)? 3DS (3-D Secure) is an extra security layer used for online card transactions. It was developed by Mastercard, Visa, and other global networks to protect both cardholders and merchants against fraud. Instead of only ...
Spend Insights in SiFi
SiFi’s Spend Insights provides a clear, real-time view of your company’s spending patterns. With interactive dashboards, you can track spend by merchants, employees, cards, and team budgets, while also spotting spend trends over time. This ensures ...
📑 How to View & Download Account Transactions in SiFi
Your Account Transactions section provides a full overview of all money movements within your company’s primary SiFi account. This ensures transparency, easier reconciliation, and complete visibility into financial activities. 📝 What You Can See in ...
✅ My Actions in SiFi Dashboard
The My Actions panel in your SiFi dashboard highlights all tasks that require your attention. It helps you stay on top of approvals, pending confirmations, and important requests without needing to navigate through multiple menus. 📝 What You’ll See ...
📊 How to View Allocated Money in Sub-Account Cards & Budgets
SiFi gives you full visibility of how your total company balance is distributed across budgets and sub-account cards. You can track all allocations directly from the Account Details page. 📝 Steps to View Allocated Money Log in to your SiFi account. ...
💸 Move Money to Sub Account Budget or Card Within SiFi
SiFi makes it easy to move money between accounts, budgets, and cards so you can allocate funds where they’re needed. You can do this directly from your Dashboard, Account details, Cards, or Budgets page. 📝 Steps to Move Money Log in to your SiFi ...
💵 How to Withdraw Funds from SiFi to Your Company Account
SiFi allows you to withdraw money from your SiFi wallet directly to your company’s designated bank account. For security and compliance reasons, withdrawals are only possible to the IBAN provided during onboarding (must be owned by your company). 📝 ...
💰 How to Add Funds to Your SiFi Wallet
Adding funds to your SiFi account is simple and only takes a few steps. Once funds are added, they will be available for use across cards, budgets, and transfers. 📝 Steps to Add Funds Log in to your SiFi account. From the Dashboard, click on “Add ...
📂 Download Center in SiFi
The Download Center is your one-stop hub to manage, track, and re-download all reports and files you generate in SiFi. Instead of downloading reports immediately after generating them, you can always return to the Download Center to access your files ...
📑 Balance Confirmation Certificate in SiFi
SiFi allows you to generate a Balance Confirmation Certificate directly from the platform. This certificate provides an official record of your account, budget, or sub-account card balance on a specific date — ideal for audits, reconciliations, or ...
📑 Expense Audit Document in SiFi
SiFi makes audits easier by providing a comprehensive Expense Audit Document. This feature lets you download all expenses, reimbursements, and transfers in one audit-ready PDF file complete with receipts and transaction details. 📝 What Is the ...
📄 How to Download a Simplified Statement in SiFi
SiFi provides real-time, transparent reporting tools so you always know where your money is going. One of the most useful is the Simplified Statement, designed to give you a clear view of all your transactions at a glance. 🌟 Why SiFi Statements Are ...
🚀 Getting Started: Setting Up Your SiFi Platform
To make the most of your SiFi platform, there are a few essential steps you need to complete during setup. These steps ensure your company can start using SiFi smoothly for expense management, reimbursements, and card controls. ✅ Step 1: Set Up Your ...
🏦 How to Add Your Bank Details in SiFi
In SiFi, you can securely add your personal bank account to receive reimbursements directly into your account. 👤 Who Can Add Bank Details? Only each user can add their own personal bank account. Admins cannot add or change bank details on behalf of ...
💳 Funding a Sub-Account Card in SiFi
Sub-account cards are special cards that allow you to allocate and control funds separately from the main account. ✅ Only Admins and Finance Managers can move money into sub-account cards. 📌 Note: Sub-account cards are enabled only on request — they ...
Popular Articles
📱 Who Can Use the SiFi Mobile App?
Any SiFi user can use the SiFi mobile app on their phone perfect for managing expenses, approvals, and cards while on the go! 🚀 How to Start Using the SiFi Mobile App Download the App Download the SiFi mobile app for iOS or Android. Login ...
Add your SiFi Card to Apple Pay or Mada Pay in minutes 🚀
💳 How to Add Your SiFi Card to Apple Pay & Mada Pay Apple Pay (iOS) You have two ways to add your SiFi card: Option 1: Add directly from the SiFi app Go to the Cards section in your SiFi app. Select the card you want to add. Tap Add to Apple Wallet. ...
💳 Card Limits in SiFi
With SiFi, you can set custom spending limits for every card issued. These limits give you control over how funds are used, ensure compliance with company policies, and prevent overspending. 👉 Important: Card limits do not reduce your company ...
📱 How to Update Your Mobile Number in SiFi
Employees can update their registered mobile number directly in SiFi to ensure they continue receiving OTPs, notifications, and important account alerts. 👤 Who Can Update Mobile Numbers? Only you (the employee) can update your own mobile number. ...
How to Pay a Reimbursement
Overview Reimbursement requests submitted by employees must be reviewed, approved, and then paid manually. This guide walks you through how to process reimbursements securely from your SiFi account. Steps to Approve and Pay a Reimbursement Log in to ...