View the Accounting Lists by going to the Accounting page. Note that you need Admin or Accounting permissions to view this page. Review user roles here.

Emburse Cards has five default lists you can apply to your cards and transactions:

• Employees
• Categories
• Departments
• Locations
• Labels

Employees

This lists all members on the Emburse Cards account. 

Employee ID

Add an employee ID by clicking on the pencil icon to the left of the employee.

Remove an Employee ID by clicking on the pencil icon to the left of the employee and clearing the "Employee ID" field.

Show Inactive Employees

You can click on "Show Inactive Employees" to view any deactivated members.

Lists

Categories, Departments, Locations, and Labels all work very similarly. Listed below will be the directions for Categories, but they apply to all other labels.

"Departments" and "Labels" categories can be renamed by going to Company Settings Accounting Custom Field settings.

Add Category

Click on "+ Category" to add a new category to the list.

Add Sub-Category

There are two ways to add a new sub-category:

1) Click on "+ Category" and check off "is sub-category"

2) Click on the "+" button next to category to add a new sub-category

Edit Category

Click on the pencil icon next to the category you want to edit.

Archive Category

To archive a category, click on the "v" icon to the right of the category and select "Archive." When you're on the Transactions page, you can scroll down to the "Categories" filter which will list only active/un-archived categories.

View an archived category

Click on the small checkbox near the top to "Show Archived Categories."

Unarchive a category

To unarchive a category, click on the "v" icon to the right of the category and select "Unarchive." 

Delete Category

To delete a category, click on the "v" icon to the right of the category and select "Delete."