View and Edit Pending Corporate Card Transactions

Transactions with a Pending status are recent corporate card transactions or holds that have not yet been fully processed by the merchant or submitted. For complete details on transaction statuses, see Understanding Transaction Types in Emburse Spend.

To view pending transactions, click the Personal tab in the upper left corner, then click Transactions. By default, the screen will open with transactions filtered by Pending Submission status.

Pending transactions cannot be submitted for approval until the merchant processes the transaction. These will have a Queue button in the Action column instead of a Submit button.

If a merchant does not end up charging you, they will release the transaction and it will be eliminated from your account.

If there is a pending transaction on your card that needs to be released, the best practice is to ask the merchant to release the pending transaction—your bank cannot release pending transactions.

Edit Pending Transactions

You may edit the details of a pending transaction and then queue it so that the expense will be submitted automatically once the charges are posted. You may also edit the transaction while it is queued.

1. Click on the transaction you wish to edit.

   

2. On the Edit Expense Details screen, make the desired changes and then click Queue.

   

Save Pending Transactions As Drafts

If you are not ready to submit a pending transaction to be queued, you may choose to edit and save it as a draft to submit later. This allows you to add such information as a note or a business purpose without having to submit the transaction immediately.

1. Click on the transaction you wish to edit.
2. On the Edit Expense Details screen, make the desired changes, and then click Save Draft or, if the transaction is ready, Submit.