Emburse Professional Employee Training for Migration Customers

Welcome to your new expense management workflow! This on-demand training session is designed to help Submitters, Approvers, and Accountants transition smoothly from Nexonia to Emburse Professional. Learn how to automate your expenses, manage policy compliance, and streamline the path to reimbursement.

Agenda at a Glance

1. The User Experience (Submitters)

• Profile Setup: Linking credit cards, direct deposit, and setting commute mileage.
• The Emburse Wallet: Using the Mobile App and OCR to auto-match receipts to card charges.
• Reporting: Creating, naming, and submitting reports from your "Drafts" queue.

2. Review & Policy (Approvers)

• Approval Queue: Accessing reports and reviewing history/audit trails.
• Policy Flags: Handling "Red Flags" and adjusting reimbursement amounts for compliance.
• The Inquiry Tool: Communicating with users for corrections without rejecting the whole report.

3. Final Processing (Accountants)

• Processing Requests: Managing the accounting queue and setting payment dates.
• Data & Integration: Running AP reports and syncing data with your ERP (NetSuite, Sage Intact, etc.).
• Support: Navigating the Help Center for step-by-step documentation.