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.
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
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.
Select the edit button next to the employee name.
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Enter or update the Employee ID.
Remove An Employee ID
Clear the Employee ID field if it is no longer needed.
Select the edit button next to the employee name.
Clear the Employee ID field and save.
Show Inactive Employees
View employees who have been deactivated.
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Select Show Inactive Employees.
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.
Select + Category.
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Enter the category details and save.
Add A Sub-Category
Create a sub-category under an existing category.
You can add a sub-category in one of two ways:
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Select + Category and choose the option to mark it as a sub-category.
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Select the add button next to an existing category to create a sub-category directly beneath it.
Edit A Category
Update the details of an existing category.
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Select the edit button next to the category.
Archive A Category
Archive a category so it is no longer available for new transactions.
Select the dropdown button next to the category.
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Select Archive.
On the Transactions page, the Categories filter shows only active, unarchived categories.
View Archived Categories
Display categories that have been archived.
Select Show Archived Categories.
Unarchive A Category
Restore an archived category.
Select the dropdown button next to the category.
Select Unarchive.
Delete A Category
Permanently remove a category from the list.
Select the dropdown button next to the category.
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Select Delete.