Faxing Quick-Start Guide

Emburse Professional AP users with permission to enter or approve Purchasing items may fax hard copies of Purchasing Requisitions, Packing Lists, Invoices, or other relevant transactions into Emburse Professional AP using a bar-coded cover page. These are automatically attached to their associated Purchasing items.

1. On the My Submissions dashboard, click Create and select one of the links to open a relevant transaction: New Requisition, New Packing List, or New Invoice.

   

2. Create a new transaction or select a drafted one.

   

3. Click Download Fax Sheet.

   

4. Print the Fax Sheet. The Fax Sheet displays:
   • A fax number
   • A square bar code

   Use this Fax Sheet as the fax's cover page. 

   Because each transaction's Fax Sheet is unique, you must print the appropriate Fax Sheet for each document. If you are faxing multiple documents at once, be sure to put each document's correct Fax Sheet first before adding the document itself.

   

5. Using the Fax Sheet as the first page, fax the document to one of the fax numbers on the cover sheet.

   

   You will receive a confirmation email. 

   

6. Click the pencil icon to edit the fax image. Use the image editor tool to: 
   • Rotate Left or Rotate Right: Rotate the fax image to ensure it is facing the right direction
   • Crop: Crop unnecessary information or blank space
   • Scale: Make the image bigger or smaller
   • Reset: Reset the fax back to its original state
   • Save: Save your edits
   • Close: Close the image

   Click Save to complete.