Manage Bank Accounts

Manage Bank Accounts

Owners and admins can manage connected bank accounts and review account balances from Account Details under the Admin tab.

Admin tab showing the Account Details option.

Balance Section

The Balance section provides a summary of your account status.

This section displays:

  • Available balance
  • Ledger balance
  • Pending transfers
  • Minimum balance

To learn more, see Balances: Ledger vs. Pending and Minimum Balances.

Select History to view past transfers, or select + Transfer to schedule a new transfer.

Bank Accounts Section

The Bank Accounts section lists all bank accounts connected to your Emburse Cards account.

Select Connect a Bank Account to add a new account. For more information, see Connect a Bank Account.

Select the edit button next to a connected account to update its details.

Bank Accounts section showing the edit button for a connected bank account.

From the edit options, you can:

  • Remove the bank account
  • Set the account as primary
  • Edit the account description

Remove A Bank Account

Follow these steps to remove a connected bank account.

1. Go to Account Details under the Admin tab.
2. Scroll to Bank Accounts.
3. Select the edit button next to the bank account.
4. Select Remove Bank Account.

Before removing a bank account, connect a replacement account. Your Emburse Cards available balance is funded by transfers from connected bank accounts.

Edit bank account screen showing the Remove Bank Account option.

Primary Bank Account

The primary bank account is used as the default funding source for your Emburse Cards account.

It is also used to pay subscription fees or credit charges associated with your account.

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