Managing your Emburse Card Program as an Admin

Connecting Emburse Cards to Abacus

Once your Emburse account has been set up, you will be able to link it to your Abacus account to manage and create a new card for your team.

To set up the Emburse card program in Abacus, you'll need to click on the 'Add Card Program' in the 'Team Cards' page. You will then need to select the 'Emburse' option in the list of financial institutions, which will route you to the Emburse Cards site to authorize the connection. Once authorized, you will see the card program appear in Abacus with the option to create and manage new cards. 

Your Emburse Card program is integrated directly with your Abacus account! From Abacus, you’ll be able to issue new cards and maintain an overview of your team’s activity.

Creating New Cards

To create and assign a new card, you’ll need to click on the ‘Issue Card’ option on the ‘Team Cards’ page.

There, you will be able to assign and name the card, as well as select to issue a virtual or plastic card.

Employee - User in Abacus to whom the card will be issued

Card Purpose - A name for the card to help identify its use

Start Date (optional) - The card can be used starting on this date

End Date (optional) - Date the card is deactivated

You must choose to issue either a virtual or physical card. Virtual card details will be displayed in Abacus both on the web and in the mobile application. The card can also be added to Apple Pay for iOS or Google Pay on Android. Physical cards will be mailed to a specified address. This can be your office or directly to the cardholder, as long as it is within the US. Once the card is activated, the cardholder can use it anywhere major credit cards are accepted.

Editing, Suspending, and Canceling Cards

Once you’ve created the card, you will be able to manage the card at any time from the Team Cards page. You can do this by clicking on the three dots that appear to the right of the listed card and selecting one of the following options from the dropdown list; Edit Card, Card Details, Suspend Card, or Cancel Card. 

Please Note: Admins will not be able to reactivate a card after it is canceled. If a member is expecting a refund or credit to a canceled card, the merchant will still be able to refund the transaction to the card. The refund will process and added to their Emburse account.

Viewing Card Status

To see your Emburse card details when on a web browser, you can head over to the Team Cards page in Emburse Spend.

Use the Card State filter at the top of the page to view the preferred Card Status:

• Active: physical or virtual cards that can be used
• Suspended: physical or virtual cards that cannot be used, but can be reinstated
• Not Activated: physical cards that haven't yet been activated
• Canceled: physical or virtual cards that can no longer be used or reinstated

Pause or Cancel an Active Card from the Card Details Page. 

Admins are also able to Pause, Cancel, or Edit active cards from the Card Details page. 

1. Click View Card Details on any active card using the three-dot menu. 

2. Use the buttons at the top of the page to Pause, Cancel, or Edit the selected card. 

Declined Transactions

If your Emburse card is declined, you should receive a text and email notification explaining why the transaction did not go through.

Viewing, Editing and Pausing Cards

Once you’ve created the card, you will be able to manage the card at any time from the Team Cards page. You can do this by clicking on the three dots that appear to the right of the listed card and selecting ‘Card Details’

Canceling Cards

You can cancel a card from your Emburse card program from the ‘Team Cards’ page. You’ll need to hover over the card program and click on the ‘Manage Cards’ option. Once you locate the card you would like to cancel, you can click on the red cancel symbol that appears to the right. Please note you will not be able to reactivate a card after it is canceled. 

If you are expecting a refund or credit to a canceled card, the merchant will still be able to refund the transaction to the card. The refund will process and be added to your Emburse account.

Declined Transactions

If your Emburse card is declined, you should receive a text and email notification explaining why the transaction did not go through.