Once you have completed the steps in the Emburse Spend Setup Wizard, the Set Up Your Account screen will show you a set of tasks to complete in order to finish setting up your organization's Emburse Spend account.
Click Start on any of the tasks to be taken to the appropriate screens.
1. Verify Your Business
See Business Verification for complete details on how to verify your business.
2. Enable Reimbursements
This step will help you activate reimbursements for employees. See Manage Reimbursable Expenses for details.
3. Apply for Emburse Cards
This step walks you through connecting your company's bank account, adding funds, and issuing Emburse cards.
4. Add More Card Programs
If your organization has additional card programs you would like to add to Emburse Spend, this step will walk you through the process. See Connecting a Corporate Card Program for details.
5. Connect to Your Accounting System and Configure Data Fields
This step will allow you to integrate your external accounting system for accurate expense mapping in Emburse Spend. See the Integrations section of the Help Center for articles specific to each accounting system we support.
6. Create Your Expense Policies
This step will get you started creating auto approvals, approval routes, and other expensing guidelines for your employees. See Creating an Expense Policy for complete details.
7. Invite Users
This step will allow you to add more employees to Emburse Spend. See Add New Users to Emburse Spend for complete details.