As purchases are made using a corporate card connected to your Emburse Spend account, a feed of transactions will start to appear in the Needs Attention section of your personal Dashboard, as well as on the Transactions screen. Once they are posted, you will need to review and submit transactions.
If you're an admin, you can add a corporate card program to Emburse Spend and skip or bulk-skip corporate card transactions if needed.
For details on the Pending Submission transaction status, see View Pending Corporate Card Transactions.
Submit Corporate Card Transactions from Your Dashboard
Emburse Spend allows you to review and submit transactions directly from your personal Dashboard. If you wish to save a transaction as a draft and submit it later, you will need to edit it from the Transactions screen. See View and Edit Pending Corporate Card Transactions for details.
1. Locate the transaction in the Needs Attention section of your personal Dashboard.
2. Emburse Spend will auto-categorize your expenses. Verify and update the suggested Business Purpose and Category as needed.
3. Click Upload to attach a receipt to the transaction directly from your computer or click Browse Receipts to attach a receipt that you forwarded or uploaded to Emburse Spend previously.
4. Click Add Details to add Attendees or Check-In and Check-Out Dates.
5. Click Expand to view and edit full expense details, including the options to mark expenses as Billable, complete any User Editable Team and Expense fields, or to split or itemize your expense.
6. Once all information has been reviewed, click Submit.
The transaction will be sent for approval and will appear on the Completed tab of the Transactions screen once it is approved.
Submit Corporate Card Transactions from the Transactions Page
On the Transactions screen, posted transactions need to be reviewed before they can be submitted.
1. Click Transactions in your Personal sidebar to access the Transactions screen.
2. Click the more actions menu and select Edit.
menu and select Edit. 3. In the Edit Expense Details pane, you may add receipts, flights, and comments or split an expense.
4. To attach a receipt, click Upload A Receipt to select an image from your computer or click Browse Gallery to select a receipt that you've already uploaded. (Follow these instructions to include multiple receipts.)
5. After any warnings are resolved, the transaction is ready to submit.
- If you wish to save the transaction as a draft and submit it later, see View and Edit Pending Corporate Card Transactions.
Once you click Submit, the transaction will appear under the Submitted tab, pending Manager approval. When the transaction is fully approved, it is listed under the Completed tab.
Bulk Submit Transactions from the Transactions Page
On the Transactions screen, you can bulk-submit corporate card transactions as long as the selected transactions are not in a Pending state.
To bulk-submit, click the checkbox to the left of the transactions you would like to submit and click Submit at the top of the screen.
Submit Corporate Card Transactions for Other Users
Admins may submit corporate card transactions for other users as long as the associated card has been assigned to a user. See Connecting a Corporate Card Program for details on how to assign cards.
1. Find the desired transaction in the list and check that there is a user assigned in the Card Holder column.
2. You may edit details or submit the expense by selecting the More Actions (three dots) button next to the transaction.
Submit Corporate Card Transactions from the iOS App
To submit card transactions using the iPhone app:
1. Tap the menu in the top left corner of the home screen.
2. Select from the suggested expenses on your Dashboard or tap to open the Transactions screen.
3. This will take you to your list of connected card transactions. To expense a transaction, just tap it, add details, and tap Send.
Submit Card Transactions from the Android App
To submit Card Transactions using the Android app:
1. Tap the add + button.
2. Tap Expense Card Transaction.
3. This will take you to your list of connected card transactions. To expense a transactions, just tap it, add details, and tap Send.
Attach Multiple Receipts to a Single Expense
If your receipt has multiple pages or you require more than one image to capture the entire receipt, you can attach multiple receipts to one expense. You may attach multiple receipts to both reimbursable expenses and corporate card (non-reimbursable) expenses.
Via a Web Browser
1. Submit the expense without the receipt first. If your company requires a receipt upon submission, please submit with the first receipt and then follow the steps below.
2. Find the expense in the Reimbursments or Transactions list, select it, then select the Plus button. This gives you the option to choose a saved receipt or upload a receipt from your computer or device.
3. Once the first receipt is added, select the Add Receipt button again to add another receipt.
4. Select Save when finished.
Via the Mobile App
1. Submit the expense with one receipt first. If your company requires a receipt upon submission, please submit with the first receipt and then follow the steps below.
2. Navigate to the Transactions or Reimbursements screen and select the submitted expense.
3. Scroll to the bottom of the expense item and tap Add Receipt.
4. Choose a saved receipt from the Receipt Gallery or upload a receipt from your computer or device.