This release introduces an AI-powered insight panel on individual expenses, adds multi-select support for categories and tags in policy rules, and improves data accuracy for expenses created from virtual card transactions. These updates help reviewers make faster, better-informed decisions, simplify policy configuration, and reduce manual entry for cardholders and administrators.
Highlights
- AI Expense Insight: Review AI-generated context beneath each expense to support faster, more consistent approval decisions.
- Multi-Select Rule Matching: Select multiple categories and tags within a single rule condition to simplify policy logic and reduce duplicate rules.
- Virtual Card Defaults: Expenses created from virtual card transactions now include the default values defined in the card program, reducing manual entry.
- Automatic Job Numbers: Job numbers assigned to virtual cards now auto-populate on created expenses, improving accuracy and minimizing missing data.
Features
EXPENSE
AI Expense Insight
AI Expense Insight adds an insight panel to individual expenses in Emburse Spend. The panel summarizes key details and patterns for each expense, helping reviewers understand context quickly and make consistent decisions.
The insight appears directly under eligible expenses and may highlight potential anomalies, missing information, or details likely to influence approval. This reduces the need to cross-reference multiple screens and helps reviewers focus attention on higher-risk spend.
Improvements
POLICY
Multi-Select For Rule Categories and Expense Tags
Rule creation in Emburse Spend now supports selecting multiple categories and multiple expense tags in a single condition. Previously, only one category or tag could be selected, which required creating several similar rules to cover related spend.
This enables rules to target a group of related categories or tags simultaneously, simplifying policy setup and reducing the need for ongoing maintenance of multiple rules. See Create an Expense Policy.
CARDS
Virtual Card Default Values Now Populate on Expenses
Expenses created from virtual card transactions now include the default values defined in the card program. These defaults were previously missing, which increased the amount of manual entry required. The values now appear automatically, improving accuracy and reducing user workload.
Job Numbers From Virtual Cards Now Populate Automatically
Job numbers assigned to virtual cards now auto-fill on expenses created from those cards. Users no longer need to enter these values manually, improving data consistency and reducing the chance of missing or incorrect job numbers.
Bug Fixes
EXPENSE
Bulk Editing Expenses For Managers
Managers can once again bulk edit expenses. Previously, attempts to update multiple expenses at once could fail without completing the action. Bulk edits now save correctly for all affected managers.
Sorting in Delegate Reimbursement Views
The Expense Date column now sorts correctly for delegate reimbursement workflows. Sorting previously behaved inconsistently, which made reconciliation harder. Sorting now aligns with user expectations.
Duplicate Draft Expenses Removed From CSV Exports
CSV exports no longer produce duplicate rows for draft expenses. Exported files now contain a single row per draft expense to ensure data accuracy.
Expense Links in CSV Exports Now Open the Correct Expense
Links included in data exports now correctly navigate back to the expense in Spend. Previously, exported URLs failed to open the associated transaction.
Notes From Forwarded Receipts Now Appear Correctly
Notes provided in the subject line of forwarded receipt emails now populate the note field as expected. Previously, this field could remain blank, removing important context that users included in the email.
APPROVALS
Denied Item Counts Corrected For Delegates
The Denied tab now displays the correct number of denied items for delegate users. The count previously displayed inaccurate totals, causing confusion about pending work.
CARDS
PDF Exports From Card Transactions Now Complete Successfully
PDF exports from the Card Transactions page now finish without hanging. Administrators previously saw the spinner continue indefinitely without producing a file.
Queued Card Transactions Now Auto-Submit Correctly
Queued card transactions now submit as soon as the related transaction posts. A defect previously prevented auto-submission, resulting in missing expenses for some users.
Card Details Now Appear in Pending Submissions
Card transaction details now display correctly in the Pending submissions tab. Some transactions previously showed incomplete details, affecting review accuracy.