Managing Invoice Vendors

Managing Invoice Vendors

As part of Emburse Professional Invoice, you may configure and maintain Invoice Vendors for your users to enter on their invoice reports. This article shows you, a Emburse Professional Administrator, how to configure and manage Invoice Vendors. 

To Add New

  1. Click the gear icon.

    Settings gear icon in the header highlighted.

  2. Select View and Edit Invoice Vendors.

    View and Edit Invoice Vendors. on Emburse Professional.

  3. Select Create a New Invoice Vendor.

    Create a New Invoice Vendor. on Emburse Professional.

  4. Enter all applicable details for the new Vendor. For the Invoice Vendor to be available for use in Invoice Reports, be sure to select the Approved checkbox at the bottom. Click Next.

    If you are using Emburse Professional ACH, you may utilize the ACH Routing Number and ACH Bank Account Number for the vendor. 

    Approved with Next selected.

  5. The new Invoice Vendor is available for use.

Accurate Invoice Vendor records will enhance the results of Emburse Receipt Transcription to autofill many sections on an Invoice Report.

Invoice Vendor with Emburse Receipt Transcription selected.

To Edit Existing

  1. From the View and Edit Invoice Numbers page, use the search parameters to search for the Invoice Vendor. Click Submit.

    View and Edit Invoice Numbers with Submit selected.

  2. Use the pencil icon to open the Invoice Vendor details. Click the red x to delete the Invoice Vendor.

    Invoice Vendor with details selected.

  3. Edit the details of the Invoice Vendor and click Next.

    Next button on Emburse Professional.

  4. The Change Analysis will determine if it is safe to save the changes. Click Next.

    Next on Emburse Professional.

  5. The Invoice Vendor is now changed and available for use.

    Invoice Vendor on Emburse Professional.

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