INTRODUCTION/PURPOSE
Emburse Enterprise (formerly Chrome River) has a reporting tool that can be used to access data on credit card transactions that have not been exported/paid.
The instructions below show how to generate a report of all credit card transactions that are not exported. The report results will include transactions in the status of Not Used Transaction, Draft Line Item, Pending Line Item, and Approved Line Item.
POLICY
PROCESS
PROCEDURE DETAIL
To find the Emburse Analytics Accruals/Unexported Spend Report, start by clicking on the ‘hamburger menu’ (three lines) at the top left of the Emburse Enterprise home page.
Step: Select Emburse Analytics at the bottom of the menu. This will open a new browser tab labeled “Emburse Analytics”.
Step: Select ‘Expense Enterprise’ at the top left of the new browser tab.
Step: From the Expense Enterprise reports available, select ‘Accruals / Unexported Spend’ by double clicking on the report name.
To download the report, click on the cog in the upper right corner of the page.
Step: Then click on ‘Download’ or use the keystroke Shift+Cntrl+‘L’.
In the Download window select the format Excel Spreadsheet, change the filename (if desired) and choose ‘All Results’ for the number of rows and columns before pressing the Download button.
After pressing the Download button the spreadsheet file will be saved in your Windows Downloads folder.
NOTES AND COMMENTS
DOCUMENT OWNER
UI Financial Shared Services