Welcome to Your EMBURSE TRAVEL EXPENSE ACCOUNT

The information below is a high-level overview of how to get started using your Emburse Travel Expense Account. If you need more detailed information about a particular section of your account, please refer to the sidebar links to find the complete documentation on each function available and video tutorials. The 3 main areas this tutorial will cover will be getting started, adding cash to your Apple Pay or Google Pay account, and uploading your receipts into Emburse.

1. GETTING STARTED

Once your account has been created, you will receive an invitation email like the one pictured below. To access your account, click on “Set a Password”. You will be taken to your default web browser and to your account setup page where you will enter your email address as your user name and create a password for your account.

invitation email

Once you have successfully set up a password, you will receive the email below and will be able to log into your account from your web browser. Once you are logged in, Emburse will ask for your cell phone number and send a verification code. Enter the code sent to your cell phone to verify your number and finish setting up your Emburse Travel Expense Account.

password success email

Now that your account has been created, the company will be able to add funds to your Travel Expense Account. You will receive an email notification like the one below once your virtual credit card has been created. Please note, you will not receive a physical credit card, as those are easy to lose and we wanted to simplify the process for you.

You will pay for your travel expenses with an item you always have with you, your cell phone. Emburse works with both Apple Wallet and Google Pay. We will be going through the steps on how to add funds from your Travel Expense Account to your phone in the next section.

Emburse Virtual Card Notification

2. LOADING FUNDS INTO YOUR PHONE

This section will be a combination of a tour of your Emburse Travel Expense Account and How to Load Your Funds into Your Apple Wallet or Google Pay. Once you log in to your account, you will see the screen below which is referred to as the “Dashboard”. From your Dashboard, the two main areas you will use are “My Cards” and  “My Transactions”. Let’s start the tour!

Emburse dashboard

To see the balance and details on your virtual card, click on “1 assigned card”. Once you click on that, you will see the screen below.

Emburse my cards

To view even more detailed information, click anywhere in the highlighted area. This will allow you to see the following:

  • Virtual Card details
  • Spending restrictions
  • CRV Surveillance expense policy
Emburse my cards

You are now looking at your virtual credit card. If you cannot see all the numbers, click on the lock icon that will appear after the last digit on the card to reveal them all.

My card details - unlock card
iPHONE / APPLE WALLET INSTRUCTIONS

To add your virtual card number to your Apple Wallet on your iPhone do the following:

  1. Before you open your Apple Wallet app on your iPhone, make sure all of your virtual card numbers are visible. If they are not, click the lock that appears next to the last 4 digits of the card.
  2. Locate Apple Wallet on your phone. If you cannot locate it, swipe right and you should see a search bar. Type in Apple Wallet and it will show up under “Apps”. It is installed by default on all iPhones, so even if you cannot locate the icon, it should still be on your iPhone.
  3. Click on the + button on the upper right-hand side of your screen
  4. Under “Card Type”, select “Credit or Debit” card
  5. Under “Pay” click “Continue”
  6. Hold your iPhone up to your computer screen and if all of your credit card numbers are visible, it will automatically enter your card number into Apple Wallet
  7. Next, you will get a series of screens that will ask you to enter “Card Details”, but if you have scanned the card, those details will populate automatically.
  8. Keep tapping next until you get to the “Terms and Conditions” page and tap “Agree”.
  9. After that, you should see a screen that says “Card Details” and underneath should say “Adding to Wallet…”
  10. The next screen will say “Card Verification” and ask you to choose how to verify your card for Apple Pay. A text message verification is selected by default, so please use that method.
  11. You will receive a verification code to your phone via text and the iPhone should automatically put the code in for you once the text is received.
  12. You will be asked for your CVV number (located on your virtual card underneath the card number) and then be taken to a screen where you can choose if you want to use Face ID and add this credit card to your Apple Watch (if you have one).
iPhone screens
iPhone screens
iPhone screens
iPhone screens
ANDROID / GOOGLE PAY INSTRUCTIONS

To add your virtual card number to Google Pay on your Android phone do the following:

  1. Open the Google Pay app
    • If you have multiple accounts in Google Pay, you can select the account to change:
      • In the Google Pay app, at the top right, tap your profile picture or initial
      • Tap the account you want to use to add a debit or credit card
  2. Swipe up from the bottom
  3. Tap Add a card and then Debit or credit card
  4. Use the camera to capture your card info or enter it manually
  5. If you’re asked to verify your payment method, choose an option from the list. Learn how to verify your payment method
  6. Find and enter the verification code

PLEASE NOTE: After you add a card, you might find a small charge on your account from Google Pay. This charge checks that your card and account are valid. The charge disappears and doesn’t affect your balance.

3. UPLOADING YOUR RECEIPTS

This section will show you how to upload the required receipts. Let’s get started.

Here is an example of how the process will work.

You purchase breakfast for $13.50. A receipt requirement for meals is set for all purchases over $10.

Once you make the purchase with your Emburse Travel Expense Account, the following will happen:

1. You will receive an email and/or text message with a unique link to reconcile the transaction on the spot. No login is required.

2. You can choose from a couple of methods to upload the receipt, including:

a. opening the camera app on their device
b. uploading a screenshot from the computer

3. Once a photo is taken, the receipt is automatically linked with the transaction.

After the receipt is submitted, you have the option to use the same link to access the transaction and make any necessary changes.

iPhone receipt a
iPhone receipt b