Configuring and Using Emburse Professional for Migration Customers

After registering for the session below, you will receive an email containing "access link" to watch the session; this link does not expire. Please check your SPAM, junk, or "All Mail" folders if you do not see the email from Livestorm; you may also re-request the access link by reentering your email address.

Join us for a streamlined walkthrough of the Emburse Professional admin suite. Learn how to configure your workspace, automate compliance, and sync your financial data.

• Policy & Compliance: Setting receipt thresholds, mileage rules, and submission requirements.
• Approval Workflows: Configuring flexible vs. locked approval paths and managing the accountant queue.
• Categories & GL Dimensions: Organizing expense types and mapping General Ledger dimensions for accurate reporting.
• ERP & Card Integration: Connecting Sage Intact or NetSuite and managing corporate/small business card feeds.
• User Management: Adding users, assigning roles, and utilizing "Switch to User" for troubleshooting.
• Support Resources: Navigating the Help Center and reaching the support team.

Important Notes:

• This session is designed for administrators who are migrating from Nexonia customers to Emburse Professional. This session is not intended to provide technical support nor assist with connected/multi-org implementations.
• Customers Connecting an American Express Corporate/Commercial Card Program:
• This connection requires updated American Express paperwork; please contact nexoniasupport@emburse.com to initiate this connection. Connection may take 1-2 weeks from receipt of completed paperwork.