Expense Types in Emburse Professional

All expenses in Emburse Professional require an expense date and amount. When you create your organization's expense categories in Emburse Professional, you will select a basic Expense Type, which determines which fields are required for expenses in that category.

The Emburse Expense Professional Types are:

  • Cash Expense
  • Hourly Rate
  • Lodging
  • Meals
  • Mileage
  • Per Diem
  • Rental
  • Travel

The Expense Type determines the default fields that will be included for any expense within a category. You can also include and require custom fields using General Ledger Dimensions.

Cash Expense

This is the most basic type of expense; it requires a Vendor and a Location

Cash Expense form showing required Vendor and Location fields.

Hourly Rate

Users enter their location and the number of hours they need to be reimbursed for; the amount is then automatically calculated based on the configured rate

Hourly Rate expense form with Location and Hours fields and auto-calculated amount.

Lodging

Lodging expenses require Hotel, Location, Check-in and Check-out dates; the daily lodging rate is automatically calculated based on the Check-in and Check-out dates

When you add a hotel receipt, Emburse Receipt Transcription OCR detects and fills Check-in and Check-out dates if they are present on the receipt.

Lodging expense form with Hotel, Location, Check-in, and Check-out fields and calculated nightly rate.

Meals

Meal expenses require Vendor, Location, and Attendees. The Attendees field can be configured as free-text or detailed

Meals expense form showing Vendor, Location, and Attendees fields.

Mileage

Mileage expenses calculate the reimbursement amount based on the number of miles traveled and the mileage rate configured

Mileage expense form with distance entered and reimbursement amount calculated from rate.

Per Diem

Per diem expenses require the number of days for which a per diem amount is applied; the amount is automatically calculated based on a configured rate

Per Diem expense form with number of days entered and total calculated from daily rate.

Rentals

This expense requires Company, Location, Pick-up, and Drop-off dates; the daily rate is automatically calculated based on the Pick-up and Drop-off dates

Rental expense form with Company, Location, Pick-up, and Drop-off fields and calculated daily rate.

Travel

This expense is for airfare tickets and requires the Carrier, as well as the To and From locations

Travel expense form with Carrier, From, and To fields for airfare entry.

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