Emburse Spend allows customers to better manage their teams’ spend by providing a corporate card program that increases real-time visibility and control by approving spend before it happens.
The new Bill Pay feature allows customers to clearly view bill-based spending and add it to their issuing-enabled corporate card program. Bill Pay helps users process payment for all bills and vendors in Spend, and better manage cash flow.
Configure Bill Pay
1. Under Company Settings, open the Bill Pay screen.
2. Check the boxes to enable Bill Pay to sync Approved Bills and/or Vendors to Emburse Spend.
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Auto-sync approved bills – If this box is checked, Emburse Spend retrieves the reviewed and unpaid bills from QuickBooks Online on a daily basis. This is done for all vendors that have been synced in Emburse Spend.
- If the checkbox is unchecked, then the customer will be responsible for manually uploading the bills he/she wants to process via Emburse Spend.
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Auto-sync Vendors – If this box is checked, Emburse Spend retrieves and loads all vendors present in QuickBooks Online that have a valid email address daily.
- If this box is unchecked, the customer will be responsible for manually uploading the vendors needed to process approved bills in Emburse Spend.
Please Note: For now, Bill Pay only supports users with the QuickBooks Online integration.
Vendor Management
The Bill Pay feature allows users to automatically or manually add Vendors to Emburse Spend.
On the new Vendors screen under Company Settings, Admins will be able to import, update, view, and deactivate vendors to use in Emburse Spend from their accounting system.
Please Note: Emburse Spend only imports and syncs vendors that have a valid email address in QuickBooks Online.
If the automatic sync of vendors has been enabled, Admins are only able to view and deactivate individual vendors from the Action menu. To create a new vendor or update an existing one, they will have to do it from their accounting system (QuickBooks Online).
If the automatic Vendor sync is not enabled, Admins can click the Import Vendors button to import new vendors, update existing ones, and activate, or deactivate vendors.
The format of the CSV file to use for this upload is as follows:
- Vendor ID, Name, and Email columns are required.
- Payment Terms have up to 5 columns to manage cases where the payment terms can be as simple as 'Net 30 days', or as advanced as '1% discount first 15 days, Net 45'.