Paying AP Invoices with Emburse Pay Professional with Convera

Paying AP Invoices with Emburse Pay Professional with Convera

With Emburse Pay Professional, companies can quickly and easily pay Invoices through direct deposit to a vendor's bank account domestically and internationally, in a variety of currencies. Additionally, if Pay By Check is used, paper checks can be sent directly to vendors in cases where electronic payments are not needed.

Emburse Pay Professional works for both expense reimbursements and invoice payments, creating an organized, consistent, and streamlined payment process.

This article shows you, a Emburse Professional AP Administrator, how to:

  • Set up Invoice Payment Methods
  • Work with the Accounting Reviewer to process and pay Invoices using Emburse Pay Professional
  • Use Emburse Expense Professional together with Emburse Professional AP to manage Invoice payments.

To use Emburse Pay Professional:

  • Contact your Customer Success Manager to enable Emburse Pay Professional for your account.
  • All vendors must have a Payment Method indicated on their vendor record.
  • A Emburse Professional Treasurer must be established for your company on the Emburse Expense Professional side.

Your company must use Emburse Professional AP (and not Emburse Professional Invoice) to use this feature. 

  1. On your Emburse Professional AP homepage, select the Configurations tab. 

    Configuration with Configurations tab selected.

  2. Under Catalog Management, click Manage Vendors.

    Configuration showing Catalog Management and Manage.

  3. Click the name of a vendor requiring the banking information.

    Vendors list with CDW row highlighted.

    On the Edit Vendor page, a new Payment Method section appears.

    Configuration showing Edit Vendor and Payment Method.

  4. Enter the vendor's information. and click Save.

The vendor's bank address must be in the same country as the vendor's default currency. Country and State/Province entries must be in two-character abbreviations to ensure successful delivery of payment. For example: "CA" as entry for Canada, "GB" as entry for United Kingdom, etc.

Repeat the above steps to add banking information for every vendor who should be paid through Emburse Pay Professional (whether through direct deposit or by check).

Process and Pay

  1. To Process and Pay invoices using Emburse Pay Professional, first access your Accounting Review tab by either clicking on Accounting Review on the homepage or selecting the Approvals tab and navigating to Accounting Review.

    Approvals Needed dashboard with Accounting Review tile highlighted.

  2. Click an Invoice you'd like to process.

    Accounting Review tab listing invoices awaiting review.

  3. After reviewing the invoice and approving all line items, click Process and Pay to continue. 

    Invoice showing Process and Pay.

  4. Review the invoice details on the  Check Request page.

    Invoice Details showing Check Request.

  5. In Emburse Expense Professional the Treasurer will have the invoice in their Reimbursements queue.

    Emburse Expense Reimbursement Requests page with Staples invoice in Invoice Reports.

  6. Check the box next to the invoice, then click Reimburse Reports at the bottom of the page.

    Invoice Reports row selected with Reimburse Reports button highlighted.

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