How to View Corporate Card Details and Transactions

As an Admin, you can view all corporate cards and corporate card transactions in your Emburse Spend account.

• The Team Cards screen in Emburse Spend allows administrators to review all corporate credit cards in their organization. On this screen, Admins can manage which cards are connected to Emburse Spend and who they are assigned to.
• The Transactions screen in Emburse Spend allows administrators to see all corporate card transactions for connected corporate cards in Emburse Spend. You can use this screen to get a high level overview of credit card spend in real time, and ensure all expenses are processed for reconciliation. 

In order for cards and transactions to appear on these pages, you will need to connect a corporate card program to your Emburse Spend account.

Learn more about managing your Emburse Cards.

The Team Cards Page

To view your connected corporate cards, click Team Cards in the Admin sidebar.

The Team Cards screen lists all of the corporate card programs connected to your Emburse Spend account as tabs across the top of the screen. In order for it to appear as a tab, you must connect each corporate card program to your Emburse Spend account.

For each card program, you can see the list of cards in Emburse Spend by cardholder. From each tab, you can:

• Click the pencil  to change who a card is assigned to
• Click the trash can  to remove the card
• Click the hyperlinked number under Unexpensed Transactions to open a filtered list of the unexpensed transactions associated with that card on the Transactions screen

The Transactions Page

To see all transactions for the corporate card programs connected to your Emburse Spend account, click Transactions in your Admin sidebar.

The Transactions screen lists all of the corporate card transactions for your Emburse Spend account. The transactions are divided into these tabs:

• Needs Review: Corporate card transactions that are awaiting your review and approval
• Needs Manager Review: Corporate card transactions that are awaiting manager review based on your configured approval routing
• Pending Submission: Corporate card transactions that have not yet been submitted for approval in Emburse Spend by the card holder
• Denied: Corporate card transactions that have been denied by an approver
• Completed: Corporate card transactions that have been submitted for approval and approved

You can use the filters at the top of each tab to focus in on a specific subset of corporate card transactions and you can click Export All to export your transaction details as a CSV.

For each transaction, you can:

• View and edit details by clicking on the transaction row
• View the receipt by hovering over the receipt image
• View any warnings by hovering over the warning  icon and clicking to see more details
• Approve by clicking the Approve button on the Needs Review tab
• Remind the employee to submit their transaction by clicking the Remind button on the Awaiting Details tab
• Use the more options  menu to deny, edit, or view details for the transaction depending on which tab you are on

If needed, you can skip and bulk-skip corporate card transactions in Emburse Spend that should not be expensed.