Is it your first time using Emburse Spend or maybe you need a refresher? Let's take a tour of Emburse Spend!
As a Spend user, you will have access to different pages and features depending on your role:
- Member Role
- Admin Role
- Manager Role
Member Role
All Emburse Spend users have access to Member role functionality.
As a Member, when you log into Spend, you will see your Personal Dashboard, which shows your cards and any transactions or expenses that need your attention.
Personal Sidebar
You can use the Personal sidebar to navigate to different pages within Spend:
- Transactions: On this screen, you will see transactions from any corporate or personal cards you have added to Spend. You can add details to your transactions and submit them for approval on this screen.
- Cards: On this screen, you can see any cards you currently have added to Emburse Spend, and Request cards.
- Reimbursments: This screen allows you to add and submit reimbursable expenses, which are expenses that you have paid for yourself that your company needs to pay you back for.
- Receipts: This screen contains any emailed, uploaded, or stored receipts for you to attach to future expenses.
- Spend Policy: On this screen, you can view your company's expense policy, which informs what you need to include in your expenses.
Personal Settings Page
Your Personal Settings Page screen is where you can go to add a bank account, edit your email or password, adjust your notification settings, and view your bank transfer history.
To access your Personal Settings screen, click your name in the top right corner and select Personal Settings.
Admin Role
As an admin, whenever you log into Emburse Spend, you will find yourself on the Admin Dashboard.
You can use the Admin sidebar to navigate to different pages within Emburse Spend, as well as your Personal sidebar.
Admins can also access the Company Settings screen for any organization-wide settings.
For more information about the Admin Role, see Admin Account Overview.
Manager Role
If you are assigned as a Manager or have been included in an approval route then you will have access to the Manager sidebar.
You can use the Manager sidebar at left to navigate to different pages within Emburse Spend.
- Card Requests: On this screen, you will see all card requests from individuals you are marked as a manager for in Spend.
- Transactions: On this screen, you will see all corporate card transactions from individuals you are marked as a manager for in Spend or that are routed to you according to approval rules.
- Reimbursements: On this screen, you can view and approve reimbursable expenses from individuals you are marked as a manager for in Emburse Spend or that are routed to you according to approval rules.