Managing Emburse Professional AP Projects

Managing Emburse Professional AP Projects

When utilizing budgeting, some companies track their spending by using additional general ledger dimensions such as projects. Projects need to be enabled and uploaded before they can be used on purchase requisitions and/or invoices. 

This article will show you, an Accounts Payable Employee, how to manage projects for your company's account.

  1. On the Emburse Professional homepage, click Emburse Professional then click AP.

    Certify product menu with AP application highlighted under CERTIFY.

  2. This is your Emburse Professional AP dashboard. Click the Budgeting tab.

    Emburse Professional AP navigation bar with Budgeting tab highlighted.

  3. Under Projects, click the SetUp Projects tile.

    Emburse Professional AP showing SetUp Projects.

  4. The Set Up Projects page opens. To create a new project, go to the New Project box and fill in the Project Name, Number, and ERP ID.

    Emburse Professional AP showing Set Up Projects, New Project, Project Name.

  5. Click Add Project.

    Emburse Professional AP showing Add Project.

  6. Your new project will appear with your existing projects at the bottom of the screen.

    Your new project will appear with your existing projects at the bottom of the screen.

  7. To manage/edit your existing projects, search them by name in the Filters box, then click the pencil icon next to the project you'd like to edit.

    Emburse Professional AP showing Filters and pencil.

  8. From here, edit the Project Name, Number, ERP ID, and Activate/Deactivate the project.

    Emburse Professional AP showing Project Name, Number, ERP ID,.

  9. Click Update when complete.

    Emburse Professional AP with Update button.

Was this article helpful?