Getting Started with Emburse Expense Professional

Getting Started with Emburse Expense Professional

Is it your first time using Emburse Professional, or maybe you need a refresher? This article will lead you through Emburse Professional's best practices for creating and submitting expense reports.

Add Receipts Using the Emburse Professional Mobile App

  1. 1. Download the Emburse Professional Mobile app on your iPhone, Android or Windows mobile device.
  2. 2. Login to the app with your Emburse Professional username and password.
  3. 3. Tap the yellow Add Receipt button and take a photo of your receipt.

    Emburse Assurance may surface alerts during receipt capture and before submission. Address any issues early to avoid delays during submission.

  4. 4. Tap the Autofill button, and then enter the remaining expense details. Tap Save.
  5. 5. Tap the Sync button in the upper left-hand corner of the homepage. Receipts will now be available in your Emburse Professional Wallet.

Mobile Enter Expense screen with receipt image and AutoFill button highlightedMobile app home screen with Sync button highlighted

For a more in-depth guide on using the Emburse Professional Mobile app, please see our article Adding Receipts Using Emburse Professional Mobile

Create Your Expense Report

  1. 1. In your Emburse Professional account on the web, view your Receipts and Expenses in your Emburse Professional Wallet.

    If you are logging into Emburse Professional for the first time, please see Logging into Emburse Professional for the First Time and New User Setup Wizard.

    Homepage My Wallet widget with more items link highlighted

  2. 2. On the Emburse Professional homepage, click the New Expense Report button.

    Homepage My Expense Reports widget with New Expense Report button highlighted

  3. 3. Select the option to Add all items to a new expense report.
  4. 4. Enter an expense report name and date range. Click Next.
  5. 5. On the next page, click Finish to see your new draft expense report. Emburse Professional will automatically merge receipts and credit card expenses with the same date and amount.

    Draft expense report listing expense lines and totals

For a more in-depth guide on creating your expense report, please see our article Creating a New Expense Report

Edit Your Expense Report

  1. 1.Use the Link Receipts Wizard to attach receipts in your Emburse Professional Wallet to expense lines.

    Expense report with Link Receipts action highlighted

  2. 2. Use the Clean Up Wizard to edit receipts that need attention, indicated by the red triangle in the Expense column.

    Expense report with Cleanup Wizard action highlighted

  3. 3. Edit individual expense lines by clicking the pencil icon.

    Expense report with edit expense pencil icon highlighted

  4. 4. Add mileage expenses in the Add Expense box.

    Add Expense mileage form with MapIt and Save buttons highlighted

  5. 5. Use the Other Actions menu to split expenses (itemize).

    Expense line Other Actions menu with Split Expense highlighted

Submit for Approval

  1. 1. Verify that everything on your expense report is accurate.
  2. 2. Click Submit for Approval.

    Emburse Assurance may surface alerts during receipt capture and before submission. Address any issues early to avoid delays during submission.

    Expense report with Submit for Approval button highlighted

  3. 3. Enter optional comments for your Approver, click the checkbox next to I certify this expense report is true and accurate, and click Submit.

    Submit expense report for approval with certification checkbox and Submit button

  4. 4. Review your expense report status in the Pending Approval folder.

    My Expense Reports widget with Pending Approval count highlighted

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