Welcome to Emburse Spend! Please follow the steps below to implement your organization.
Phase One
The first step in setting up your new account is to invite all team members members to Emburse Spend and have them accept their invitations. The following guides explain the process in depth.
- Roles and Permissions: Admins and Managers
- Adding New Members to Emburse Spend
- Managing your team on the People screen
- How to bulk update your team on Emburse Spend
- Adding and inviting new users to your Emburse Spend account
Phase Two
Next, set up your Emburse Card program and issue cards to team members. Please review the following guides for details.
- Emburse Cards FAQ
- Managing your Emburse Card Program as an Admin
- Manage Your Emburse Cards Funding Source and Balance in Emburse Spend
Phase Three
To process reimbursable expenses through Emburse Spend, you will need to connect a company bank account. Please review the following guides for details.
Phase Four
Next, you will need to integrate your external accounting system with Emburse Spend. These are the supported systems:
- QuickBooks Online
- QuickBooks Desktop
- NetSuite
- Xero
- Sage Intacct
Please review the following guides based on your chosen system.
- Connect QuickBooks Online to Emburse Spend & How does the integration with QuickBooks Online work?
- How do I connect Emburse Spend to QuickBooks Desktop hosted in Right Networks? & How does the Emburse Spend & QuickBooks Desktop integration work?
- How to connect NetSuite to Emburse Spend & How does the NetSuite integration work?
- How do I connect Xero accounting software to Emburse Spend? & How does the Emburse Spend integration with Xero work?
- Setting up an Sage Intacct Integration & How does the Sage Intacct Integration work?
If you do not use one of the above systems, you can export your data via a CSV file following these instructions: How to Create a Custom Export Template with Export Builder
Phase Five
Next, you need to set up your categories, team fields, and expense fields in Emburse Spend.Please review the following guides for details.
- How to Set Up Categories
- Using Team Fields in Emburse Spend & How to set up mapping between Emburse Spend custom fields and fields from your accounting software (Class, Department, etc.)
- Using Expense Fields in Emburse Spend
Phase Six
Emburse Spend lets you set as many expense policies, auto-approval rules, and approval routing rules as you require. Please review the following guides for details.
You can find additional guides to using and setting up your Emburse Spend account in our Help Center.