Emburse Spend administrators have access to both the Personal and Admin dashboards, which allow admins to monitor company spending and card activity.
Admin Dashboard
The Admin Dashboard gives you a centralized view of your organization’s spending, card activity, and pending administrative tasks. You can monitor trends, review actionable alerts, issue cards, and track expense activity without navigating multiple menus. For more information, see Admin Dashboard Overview.
Resource Center
The Question Mark button gives you access to the Help Center, where you can find answers to all your questions about Emburse Spend; Self-Service Onboarding, which contains Emburse Spend's implementation guides; and the opportunity to provide feedback and read about feature updates.
Clicking on your user name opens a drop-down menu from which you may access your Personal Settings or log out of Emburse Spend.
Click the Gear icon to open the Company Settings screen.
Company Settings
This screen is the centralized control of your organization's entire Emburse Spend account. Here, Admins can make changes to company information, manage card programs, set up accounting integration, manage categories, manage custom Team Fields and Expense Fields, manage app integrations, and more.
Admins can also use the Company Settings screen to connect a company bank account in order to issue reimbursements and manage corporate card programs.
Admin Sidebar
In the sidebar on the left of the Emburse Spend homepage, click Admin to access the administrator dashboard.
You can use the Admin sidebar to navigate to different pages within Emburse Spend.
- Cards: See all of your team's card requests and transactions, manage your card programs via Team Cards, and see recurring spend.
- Reimbursements: View and approve reimbursable expenses (i.e., expenses that employees have paid for themselves that require reimbursement from the company).
- Accounting: Manually export transactions to your accounting system.
- Bill Pay: View bills and vendors.
- Company: Use the People screen to invite new employees, organize users into groups, change user permissions, or deactivate an account. View your organization's expense policy details on the Expense Policies screen.
Personal Sidebar
This is similar to the Admin Sidebar; however, all the pages in this sidebar relate only to your personal expenses.