Skipping and Bulk-Skipping Corporate Card Transactions

In Emburse Spend, admins can get a high-level overview of corporate credit card spend in their organization in real time and ensure that all appropriate expenses are processed for reconciliation.

In some cases, you may want to skip transactions that are not necessary to reconcile. Skipping a transaction will remove it from the member's expense list in Emburse Spend so that it cannot be expensed. This may come in handy for such items as statement payments, which are large negative balances, or balances that were already reconciled before you started using Emburse Spend.

Skip Corporate Card Transactions

1. On your Emburse Spend homepage, click the Team Cards tab on the left under Admin.
2. Next, find the card you'd like to see and click the Unsubmitted Transaction Count. This will display the transactions from that card that have not yet been expensed in Emburse Spend.
3. Click on More Actions next to the transaction that you would like to skip.
4. Select Skip.



5. Once you click Skip, the expense item will be removed from the member's Transactions list and will not be able to be expensed. You may unskip transactions following the steps below.

Bulk-Skip Corporate Transactions

1. On your Emburse Spend homepage, click Company Settings.
2. Click on Card Programs in the Company Settings menu on the left.



3. Click Manage Cards.



4. Click Bulk Skip.



5.  Select a date through which to skip all transactions, then select the cards for which you would like to skip transactions. Scroll down and click Save.



6. Click Apply.

Once you click Apply, the expense items for the selected cards up until the date selected will be removed from the members' Transactions lists and will not be able to be expensed. You can unskip transactions following the steps below.

Unskip Corporate Transactions

1. On your Emburse Spend homepage, click CardTransactions on the left under Admin.



2. Next, click the Pending Submission tab.
3. Click the Transaction Status filter and select Skipped.
4. Click More Actions next to the desired transaction, then click Unskip.

Once you have completed these steps, the unskipped transaction will reappear on the member's Transactions page under Pending Submissions.