Implementing Emburse Pay through CSG Forte

Emburse Professional partners with CSG Forte to reimburse employees through ACH payments. This article explains how administrators apply for and configure Emburse Pay Professional with CSG Forte.

Emburse Pay Professional is an additional service. Contact your account representative to add Emburse Pay Professional to your Emburse subscription.

Prerequisites

Before you begin, confirm that:

  • Your organization subscribes to Emburse Pay Professional.
  • You have Full Administration access in Emburse Professional.
  • You have your organization information, reimbursement estimates, bank account information, and organizational ownership information.

Submit an Application to CSG Forte

Your organization must submit an application to CSG Forte before it can reimburse employees through Emburse Pay Professional. You can submit the application from your Emburse Professional account.

  1. On the Emburse Professional homepage, select Settings.

    Settings option on the Emburse Professional homepage

  2. Under System Integrations, select ACH Account Information.

    ACH Account Information option under System Integrations

  3. Enter the requested organization information. CSG Forte requires all fields to review your ACH application.

    Organization information fields in the CSG Forte application
    • Business Category and Type of Business: Select the option that most closely matches your organization.
    • Average Reimbursement Amount: Enter the estimated average reimbursement amount for one expense report.
    • Maximum Reimbursement Amount: Enter the estimated largest expense report your organization will reimburse through Emburse. If you are unsure, enter a higher estimate.
    • Annual Reimbursement Spend: Enter the estimated total annual reimbursement amount for all employees.

    Select Next to continue.

     

  4. Enter the bank account that your organization will use to fund employee reimbursements. Select Next to continue.

    Bank account fields in the CSG Forte application

  5. Designate an Account Controller. The Account Controller is the main contact for CSG Forte and must have significant responsibility for managing your organization's operations. The Account Controller can be a business owner, executive officer, or senior manager, preferably in the finance or accounting department.

    Account Controller fields in the CSG Forte application
    • Ownership stake: Enter the Account Controller's ownership percentage. Enter 0 if the Account Controller does not own any part of the organization.
    • Social Security number: Enter the last four digits of the Account Controller's Social Security number.

    Applications with an invalid last 4 digits of a Social Security number will be rejected by CSG Forte.

  6. For each additional individual who owns 25% or more of the organization, select Add Owner and enter the owner's information.

    You do not need to include individuals who own less than 25% of the organization. You can skip this step if no individual owns 25% or more, such as for a publicly traded company or government entity.

    Additional owner fields in the CSG Forte application
  7. Review the application information.

  8. Select Submit.

    Submit option on the CSG Forte application review page

  9. Review the CSG Forte Merchant Services Agreement and download a copy of the terms for your records. Acknowledge that you understand and agree to the terms, then click Confirm to submit the application.

    CSG Forte terms and conditions acknowledgment window

CSG Forte will then review the application. This process typically takes three to five business days. Your organization's administrators will receive an email notification after CSG Forte approves the application, indicating your organization is ready to begin reimbursing employees.

CSG Forte may contact your organization with questions about the application or ownership structure.

Check the Application Status

To check the application status at any time, select Settings > System Integrations > ACH Account Information. The current application status displays on the page.

Application status on the ACH Account Information page

Configure ACH Debit Filters

Depending on your financial institution's security settings, your organization's bank account may block ACH withdrawals. To prevent reimbursement delays, authorize CSG Forte to withdraw funds from the account. Provide the following company IDs to your financial institution:

  • 1330903620
  • 2330903620
  • 5330903620

If your financial institution or provider is headquartered in Nevada, also provide company ID 6330903620.

Assign Treasurers

Organizations that use Emburse Pay Professional include an additional approval step before payment. Users with the Treasurer permission release expense reports to CSG Forte after the accounting team processes the reports.

Treasurers cannot release expense reports for reimbursement until the CSG Forte application status is Enrolled.

Enter Direct Deposit Information

Before reimbursement, employees must enter their direct deposit information in Emburse Professional. Share the following article before employees submit their first expense report to prevent reimbursement delays:

Check Payment Status

Reimbursements may take four to eight business days to process, depending on the financial institutions involved. Users can check the payment status in the expense report.

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