Emburse Spend allows Managers to issue cards, which allows Admins to delegate card-issuing and overseeing tasks to Managers. As a result, companies can free up more time for finance teams to focus on strategic projects, as well as ensure purchasing policy compliance by setting maximum card limits.
Enabling Manager Card Issuing
To start, Admins must enable the card issuing permission for all Managers.
1. Click the gear icon in the upper right-hand corner to open the Company Settings screen.
2. Open the Card Programs screen in the Company Settings Sidebar.
3. To enable card issuing for Managers, click Options.
5. Once Card Issuing is On, enter a Max Limit Per Card. This is the maximum amount a Manager can approve and issue each virtual card for.
6. If physical cards are necessary, Admins can also enable Managers to issue physical cards by checking the box.
7. Click Save to finish enabling the Card Issuing permission.
Configure Individual Card Issuing Rules
Once card issuing is enabled, all Managers are automatically assigned an approval limit equal to the amount entered into the Max Limit Per Card. This amount also applies to any Managers added after the permission is enabled.
Admins then have three options to individually edit a manager’s Max Limit Per Card:
- Editing the Manager’s user profile.
- Enter the amount in a .CSV file when bulk inviting new users.
- Select the amount when creating new users via API.
To adjust the Max Limit Per Card via a user's profile, navigate to the People screen.
1. Click People in your the Admin sidebar.
2. On the People screen, click the Edit icon next to Manager’s name.
3. Adjust the user's Card Issuing Rules.
4. Click Save.