Manage Recurring Spend

With the Recurring Spend Management feature, Emburse Spend makes managing your spend simple by automating the identification and tracking of recurring transactions. This feature gives admins insight into recurring transactions for such purchases as software, subscriptions, and more.

On the Recurring Spend screen, our machine learning-based model quickly analyzes your corporate card transactions and generates suggestions of potentially recurring vendor spend. This makes it easy for admins to review and confirm the transactions representing recurring spend.

Once these transactions are confirmed, Emburse Spend will track the payment history for each type of recurring spend.

Begin Tracking Recurring Spend

On the Admin sidebar, click Recurring Spend.
At the top of the screen, under Suggestions, potential recurring transactions are identified based on similar dollar amounts, purchase dates, and merchants.

Suggested recurring spend items are transactions approximately one month apart that have similar amounts. At this time, admins cannot tag transactions as recurring items if they do not appear in the Suggestions section.
Click the X or Checkmark button to deny or confirm that the identified transactions are recurring.

Denying the identified transaction removes the tile from the Suggestions section. Confirming transactions allows Emburse Spend to track the payment history for each type of recurring spend.
If you confirm the suggestion, the Edit Payment History window opens. Review the transactions listed to make sure they are each part of the recurring spend, check the boxes next to those that are, then click Track Spend.
The recurring spend transactions now appear under the search box on the Recurring Spend screen.