Accounting Lists

Accounting Lists

Use Accounting Lists to manage employees and classification values such as categories, departments, locations, and labels for cards and transactions in Emburse Cards.

Access The Accounting Page

Open the Accounting page to view and manage lists.

1. Go to https://app.emburse.com/accounting.

You must have Admin or Accounting permissions to access this page. For role details, see User roles.

Emburse Cards includes five default lists that you can apply to cards and transactions:

  • Employees
  • Categories
  • Departments
  • Locations
  • Labels

Accounting page showing default lists: Employees, Categories, Departments, Locations, and Labels.

Employees

View and manage employee details associated with your Emburse Cards account.

This list displays all members on the account.

Add Or Update An Employee ID

Edit the Employee ID field for a specific employee.

1. Select the edit button next to the employee name.
2. Enter or update the Employee ID.

Employees list with edit button for updating Employee ID.

Remove An Employee ID

Clear the Employee ID field if it is no longer needed.

1. Select the edit button next to the employee name.
2. Clear the Employee ID field and save.

Show Inactive Employees

View employees who have been deactivated.

1. Select Show Inactive Employees.

Show Inactive Employees option on the Employees list page.

Categories, Departments, Locations, And Labels

Manage classification values used for transaction coding and reporting.

The steps below reference Categories. The same process applies to Departments, Locations, and Labels.

You can rename Departments and Labels in Company Settings under Accounting custom field settings.

Add A Category

Create a new category value.

1. Select + Category.
2. Enter the category details and save.

Add Category button on the Categories list page.

Add A Sub-Category

Create a sub-category under an existing category.

You can add a sub-category in one of two ways:

1. Select + Category and choose the option to mark it as a sub-category.

Add Category window with option to mark as sub-category.

2. Select the add button next to an existing category to create a sub-category directly beneath it.

Add sub-category button next to an existing category.

Edit A Category

Update the details of an existing category.

1. Select the edit button next to the category.

Edit button next to a category in the list.

Archive A Category

Archive a category so it is no longer available for new transactions.

1. Select the dropdown button next to the category.
2. Select Archive.

Dropdown menu with Archive option for a category.

On the Transactions page, the Categories filter shows only active, unarchived categories.

View Archived Categories

Display categories that have been archived.

1. Select Show Archived Categories.

Unarchive A Category

Restore an archived category.

1. Select the dropdown button next to the category.
2. Select Unarchive.

Delete A Category

Permanently remove a category from the list.

1. Select the dropdown button next to the category.
2. Select Delete.

Dropdown menu with Delete option for a category.

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