Getting Started with Emburse Spend

This article guides you through Emburse Spend best practices from logging in to submitting your first few expenses for approval. 

Log In to Emburse Spend

You'll receive an email when your administrator adds you to Emburse Spend.

1. Select Accept Invite within the email.

   

2. Enter a password.

3. Check the box, and select Get Started.

   

4. Select Accept next to your company's name.

   

5. Select your company name to be brought into your account.

   

Your Emburse Spend Homepage

The first screen you're brought to is your Dashboard. Here, you'll see:

• Cards you've been assigned
• The ability to request a new card or start a new reimbursable expense
• Transactions that need your attention

On the left side of your screen, you have additional tabs:

• Transactions: View all of your card transactions.
• Cards: A more detailed look at any cards you've been assigned.
• Reimbursements: Any reimbursable expenses added into Emburse Spend.
• Receipts: Any receipts you've uploaded into Emburse Spend.
• Expense Policies: Any rules your administrator has in place for your account.

Edit Your Personal Details

1. On your homepage select your name, then select Personal Settings.

   

2. Use the tabs on the left to enter you personal information. Be sure to select Save at the bottom of each screen if you've made any changes.

The Account Information tab holds your personal details such as your name, email address, phone number, and birth date.



3. The Bank Account tab allows you to connect a personal bank account. Select Connect Bank to begin, then choose your bank and enter your login credentials. Follow the on-screen prompts to connect.

   

The remaining tabs include:

• Bank Transfer History: This shows a detailed history of any bank transfers initiated in Emburse Spend.
• Security: This allows you to change your password and enable two-factor authentication.
• Email Accounts: This shows the primary email address associated with your Emburse Spend account and allows you to add an alternate email address.
• Notification Settings: This lets you determine how and when to be notified when certain actions take place.

Request and Use Cards

1. To request a new card, select Request New Card on your personal dashboard.

   

2. Select the Card Purpose.

3. Fill in the card details. When complete, select Request Card.

   

Your Admin receives an email confirmation. Once your Admin issues you the card, you can begin using it to make purchases.

For further information on requesting and using cards, and submitting transactions in Emburse Spend, check out our tutorial video here.

Download and Capture Receipts via the Emburse Spend Mobile App

See How to Download and Use the Emburse Spend App for details on downloading and using the Emburse Spend app to capture receipts and create new expenses.