Emburse Spend's Connected Orgs feature allows admins at companies with multiple subsidiaries to easily manage and switch between different accounts for each subsidiary. Admins can set up Connected Org accounts in Emburse Spend and link different accounting systems as needed.
For example, Org A can be linked to Quickbooks, while Org B syncs with Intacct. Or both orgs can sync with two different accounts with the same accounting system.
Create a Connected Org
As an admin, you have the ability to create additional accounts for each subsidiary and switch between these accounts. This requires several steps.
1. Add a Connected Org
To create a Connected Org through an existing Emburse Spend account, head over to the Account & Settings screen and click the Company Information tab. If you scroll to the bottom of the screen, you will see the option to Add a Connected Org. Clicking the Add Connected Org button will take you to Set Up Your Company Account. You will be prompted to enter the name, address, website, and phone number of the new entity.
2. Notify Emburse Support About the Connected Org
When you create a new company via Connected Orgs, your organization's billing plan needs to be updated so you may utilize features that are only available on Emburse Spend's Professional plan. Contact our Support team so that they can submit an internal ticket to the Customer Success team to update the billing plan. They will also create a ticket with Emburse's Fraud Operations team to get the new account vetted.
3. Set Up Categories, Spend Policies, and Custom Fields
While the Customer Success team works on your request, you may set up the categories, spend policies and custom fields for the new subsidiary account. See the following articles for more details.
- Categories: How to Set up Categories, How to Bulk Update Your Categories
- Spend Policy: Creating an Expense Policy
- Custom Fields: Using Team Fields in Emburse Spend, Using Expense Fields in Emburse Spend
4. Add Your Bank Account to Spend
You will also need to add your organization's bank account to the new subsidiary account. See Connect Your Company's Bank Account for complete details.
Customize Account Settings, Expense Policies, and Team Cards
When you create a Connected Org, your account settings, expense policy, and team cards will not transfer over. You will have to set this up in each Connected Org you create. See the following articles for more details.
- Account Settings: Set Up Your Emburse Spend Account
- Expense Policy: Creating an Expense Policy
- Team Cards: Manage Your Emburse Cards Program on the Team Cards Page
Add Users to a Connected Org
In general, anyone who belongs to multiple Connected Orgs will have the option to switch between them. If anyone belongs to a single org, they will be taken directly to their account.
The steps to invite an existing member to a Connected Org are the same as inviting a member to any Emburse Spend account. You must invite the member using the same email address associated with their existing Emburse Spend account. This will allow them to switch between profiles easily.
If a user already has a member account, all of their personal information (e.g., email address, password, and bank account) will be visible on their Personal Settings screen inside Emburse Spend and will apply to all the organizations with which they are associated.