The Card Programs screen shows the details of every corporate card program added to your organization's Emburse Spend account, including Card Program Name, Card Program Type, Connection Date, Last Updated Date, and Statement Cycle (where applicable).
Click Company Settings > Card Programs.
Company Settings > Card Programs.Depending on the type of card program connected, you will see some or all of the options listed below when you click the More Actions button to the right of the program name.
More Actions button to the right of the program name.Stop Syncing
This feature temporarily stops syncing new transactions for an entire card program. The program and all of its current transactions will still be visible and available to expense.
Click Freeze Connection to stop syncing new transactions. You may unpause the syncing of new transactions on your card program at any time.
Rename
Administrators may change the name of any card program in Emburse Spend, ensuring that you can easily adapt program names to match evolving needs, branding changes, or organizational restructuring.
Enter the new Card Name and click Save.
Delete Program
This option is available for cards connected through a third-party aggregator, statement upload programs, and Emburse Cards.
Clicking Delete Card Program will allow you to remove the entire card program from Emburse Spend, including all associated card data and transactions. This is useful for removing programs that are no longer in use or relevant.
Manage Cards
This option allows you to assign cards to users, unassign them when necessary, and view cancelled and deleted cards.
Click on the User drop-down menu to select the user you wish to assign or unassign, then click Save.
Click the red Trash button to to permanently delete a card. The card will no longer be available to assign to a user, and no transactions will be visible for that card.
Trash button to to permanently delete a card. The card will no longer be available to assign to a user, and no transactions will be visible for that card.Bulk Skip
The Manage Card Program screen also allows you to skip transactions in bulk by clicking Bulk Skip.
This enables you to skip all transactions through a specified date for your selected cards.
Select the Deactivation Date, then check the boxes next to the relevant users. Scroll to the bottom of the screen and click Save.
Upload Transactions
For card programs that rely on statement uploads, select Upload Transactions to bulk-upload transaction data into Emburse Spend.
Click Choose A File or drag and drop the file into the upload area to upload a statement from your card provider.
Uploads must be properly formatted .csv or .ofx files. Click About Format to learn more or Download Template to access a properly formatted sample file.
New Card
This feature allows administrators to easily create and distribute new Emburse Cards. See the Managing Your Emburse Card Program as an Admin article for details on creating new cards.
Edit Statement Start Day
Admins can set the statement start day to align with accounting or reporting requirements. This is useful for filtering and organizing transactions within Emburse Spend.
Once you select Edit Statment Start Day from the More Actions menu, the Start Day drop-down will appear in the Current Statement Cycle column. Use it to select the desired day that statements will start in Emburse Spend.