The System Configuration page is available for administrators to configure your Emburse Professional account. Below we have a list of Quick Links where Admins can go to find more specific information on how to configure Users, Departments, Categories, and GLDs for a more streamlined expense management process.
Quick Links
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User Management
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Departments
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Categories
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General Ledger Dimensions
Navigating System Configuration
Click the Gear icon at the top-right of the page to open the System Configuration page.
The System Configuration page has five sections Admins can use to configure their Emburse Professional Corporate account.
1. Company Policy
The Company Policy section is where administrators can update their company's policies and guidelines, as well as manage expense categories, general ledger dimensions, and departments.
2. User Accounts and Billing
The User Accounts and Billing Section is where administrators can assign user roles, add new users, manage security settings, and determine your Emburse Expense Professional service plan.
3. Travel Links and Information
Travel Links and Information is where admins can find accounting contact details and information, as well as input a list of preferred travel partners. Admins can add contact information for your company's most commonly used airlines, car rental companies, and hotels.
4. System Integrations
Emburse Professional Admins can visit the links under the System Integrations section to integrate Single Sign On, API, credit card programs, ERP systems, and much more.
5. Emburse Professional Tools
Emburse Professional Tools is where admins can import records to bulk update approvers, emails, departments, categories, allocations, etc.