Create and Assign Emburse Cards

If you have an Emburse Card program connected to your Abacus account, Admins and Managers can issue virtual and physical cards on the Team Cards Page in Abacus.

You can issue as many virtual cards to members as needed for different purposes, but each member can only have one physical card assigned at a time.

Members can also request cards in Abacus.

Create and Assign Virtual Cards

Admins and managers can create and assign Virtual Emburse or American Express Cards for up to 10 employees at once in Abacus. 

1. Click Team Cards in your Admin or Manager sidebar.

2. Click Create Card.

3. Click Virtual Card.

4. Choose from recently created cards if you would like to use them as a starting point, a previously created Card Template, or choose Virtual Card if you would like to start from scratch.

For more information on how to create a Card Template, visit the following help center article: Create and Manage Emburse Card Templates.

5. Complete the card details and click Issue Card.

• Employee: Choose up to 10 members from the dropdown menu to assign a Virtual Card to. It can be helpful to order multiple cards at once if you are planning for upcoming travel or pre-approved purchases that will be completed by multiple team members. 
• Card Purpose: Describe how the card will be used. 
• Budget: Choose how much can be spent on this card in USD. This will apply a cap to how much the card owner can spend on the card. Managers cannot create cards for an amount higher than their Max Limit Per Card.
• Frequency: Determine whether the card has a recurring budget, and how often the balance is reapplied. 
• Start and End Date: Determine the time period when the funds will be available on the card. If you choose a recurring frequency, the budget will be reapplied until the end date you select. Mark the Start Date as the current day you are creating the card, and add one day to the End Date as the card could be de-activated up to 4 hours before the specified end date. 

Once created and activated, team members can use and manage their cards on the Cards page. Virtual card details will be displayed in Abacus both on the web and in the mobile application for online purchases and the card can be added to Apple Pay for iOS or Google Pay on Android for in-person spending.

Create and Assign Physical Cards

Admins and managers can create and assign Physical Emburse Cards in Abacus. Each member can only have one physical Emburse Card assigned at a time.

1. Click Team Cards in your Admin or Manager sidebar.

2. Click Create Card.

3. Click Physical Card.

4. Choose from recently created cards if you would like to use them as a starting point or choose Physical Card if you would like to start from scratch.

5. Complete the card details and click Issue Card.

• Employee: Choose the team member who will be responsible for using the card and expensing card transactions.
• Card Name: Describe how the card will be used. 
• Budget: Choose how much can be spent on this card in USD. This will apply a cap to how much the card owner can spend on the card. Managers cannot create cards for an amount higher than their Max Limit Per Card.
• Frequency: Determine whether the card has a recurring budget, and how often the balance is reapplied. 
• Start and End Date: Determine the time period when the funds will be available on the card. If you choose a recurring frequency, the budget will be reapplied until the end date you select.
• Allowed Merchant Category Groups: This field is optional. It will prevent users from using their cards at any type of merchant except those in the merchant category groups selected here.
• Shipping Address: Input the address that the physical card should be mailed to. This can be your office or directly to the cardholder, as long as it is within the US.
  • Physical cards cannot be shipped to a P.O. Box.
• Shipping Method: Choose if you would like expedited card shipping (4-5 business days) for an additional cost of $13.00 + optional signature verification for $3.00. 

Once received and activated, team members can use and manage their cards on the Cards page. Physical Emburse Cards can be used anywhere major credit cards are accepted.

Cancel Ordered Cards

If a card is issued in error to an Abacus member, you can cancel cards on the Team Cards page.

If a Physical Card is issued in error to someone who has not yet accepted their invitation to abacus, the card can be cancelled by clicking People in your Admin sidebar and clicking Cancel Requested Card below the name of the person who the card was ordered for. 

Physical Card Expiration

Replacement physical cards are not automatically sent out to users before they expire. Admins may cancel the cards ahead of their expiry date and issue new cards to their users. Alternatively, you may issue virtual cards to users in the interim.