Manage Expense Reports in the Emburse Professional Mobile App

Manage Expense Reports in the Emburse Professional Mobile App

Use the Emburse Professional mobile app to create, update, and submit expense reports from your mobile device.

On this page, you learn how to:

  • Create a new expense report using different report creation methods
  • Open and update an existing draft report
  • Add existing expenses from your Emburse Wallet
  • Create new expenses directly within a report
  • Attach or manage receipts for each expense
  • Review report totals and validate required information
  • Submit a report for approval and understand what happens after submission
  • Resolve common issues that prevent you from submitting a report

Whether you are starting a new report or finishing a draft, this guide walks you through the complete mobile report workflow from creation through approval submission.

Prerequisites

  • You have downloaded the Emburse Professional mobile app.
  • You can sign in to the Emburse Professional mobile app.
  • You have at least one expense saved in your account, or you are ready to create a new expense.
  • You have receipts available as photos or files, if your organization requires receipts.

Create an Expense Report

  1. Open the Emburse Professional mobile app.
  2. Tap Create.

Create menu displaying Create an Expense Report option

  1. Tap Create an Expense Report.

Create Expense Report screen in the mobile app

  1. Tap the appropriate report creation method for your needs.

Add all items to a report: Adds all expenses in your Emburse Wallet to a new report.

Add credit card transactions to a report: Adds only credit card expenses and merged receipts. Receipts that do not merge to a credit card transaction are excluded.

Select a data range to add some items to a new report: Allows you to select a date range of expenses from your Emburse Wallet.

Start a new blank expense report: Creates a new report with no expenses automatically added.

  1. Create Expense Report options for adding wallet items or starting a blank report
  2. Tap NEXT.
  3. (Optional) Modify the Expense Report Name.
  4. (Optional) Modify the Start Date and End Date.
  5. (Optional) Enter Description.
  6. (Optional) Tap the Billable to Client checkbox.
  7. Tap CREATE REPORT.

The expense report is created.

Expense Report page showing report name, dates, and Submit for Approval button

Add Expenses to an Existing Expense Report

Use these steps to add expenses to a draft report.

Open an Existing Draft Report

  1. Open the Emburse Professional mobile app.
  2. Tap Reports or Draft Reports.
  3. Under Drafts, tap the expense report name.

My Expense Reports page displaying Draft reports with totals

The Expense Report page opens.

Expense Report page showing Expenses section and Add Expense form

Option 1: Add an Existing Expense From My Wallet

Your Emburse Wallet stores saved expenses and imported credit card transactions before you add them to a report.

  1. Open an existing expense report.
  2. Scroll to the My Wallet section.
  3. Locate the expense you want to include.
  4. Tap Add.

My Wallet section displaying saved expense with Add button

Option 2: Create a New Expense Directly in the Report

  1. In the Add Expense section, complete the required fields:
    • Date
    • Department
    • Category
    • Amount
    • Any required custom fields
  2. (Optional) Enter a value in Reason.
  3. Select the appropriate Reimbursable option.
  4. (Optional) Select Billable.
  5. In Receipt, tap Select.
  6. Tap Save.

Add Expense form showing Reimbursable dropdown, Receipt Select button, and Save button

Report totals section showing Total Personal, Total Reimbursable, and Total Expenses

Manage an Expense in the Report

  1. Tap the actions button next to an expense.

Expense actions menu with options including Delete Expense, Send to Wallet, and Add Image

  1. Select one of the available actions.

Submit an Expense Report

  1. Review the report totals.
  2. Confirm all required fields and receipts are complete.

If your organization requires receipts, you cannot submit the report until each required expense has a receipt attached.

  1. Tap Submit for Approval.

When Emburse Assurance Flags Issues Before Submission: If your organization uses Emburse Assurance, selecting Submit can open a review window for flagged expenses before the report is submitted for approval. Review each violation and enter an explanation where required. You cannot continue until all required explanations are complete. If no supported issues are found, the review confirms that all checks passed. If a check is still processing, the review can display a pending review state until the result is ready.

Submit for Approval button on Expense Report page

The report moves from Drafts to Pending Approval.

Troubleshooting

You Cannot Submit an Expense Report

  • Confirm all required report fields are completed.
  • Confirm required receipts are attached.
  • Confirm each expense has a valid category and amount.

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