Managing your Virtual Card Program as an Admin

Once you have an Emburse Cards or SVB Virtual Card program enabled, you will be able to link it to your Abacus account to create and manage cards for your team.

Connect Your Emburse Cards or SVB Virtual Card Program to Abacus

1. Click the gear in the top right corner to open the Company Settings page.

2. In the sidebar, select Card Programs.

3. Click Add Card Program.

4. Select Emburse or SVB.

6. You'll be asked to log in to authorize Abacus to connect with Emburse Cards or SVB.

7. After connecting your account, you can select a transaction pullback date. This will be the default “start date” for all of your cardholder’s transactions in Abacus.

8. Click Add Card Program.

Create New Cards

To create and assign a new card:

1. Click the gear in the top right corner to open the Company Settings page.

2. In the sidebar, select Card Programs.

3. Click the more menu and select New Card.

4. Assign and name the card and add any spending restrictions.

• Budget - Limit how much can be spent on this card and the timeframe that limit extends to
• Add Daily Limit - This will put a ceiling on how much a cardholder can spend in total each day
• Limit Merchant Categories (optional) - Limit the types of merchants at which the card can be used (i.e. gas stations, airlines, etc.)
• Start Date (optional) - The card can be used starting on this date
• End Date (optional) - Date the card is deactivated
• Transaction Limit - Maximum amount that can be charged in a single transaction

5. Choose if you would like to issue either a virtual or physical card. 

• Virtual card details will be displayed in Abacus both on web and in the mobile application. Your colleagues can also add their Emburse Cards 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.
• Please Note: Users with the SVB card program may only request Virtual Cards. 

6. Click Create.

Approve Card Requests

Employees can request Emburse or SVB virtual cards from their personal Dashboards. Once a card is requested, it will be sent to an Admin to approve. 

1. An email notification will be sent to the Admin once a new card is requested. Click Issue Card in the email. 

2. You will be redirected to your Abacus account. Once there, fill in any missing card information and click Issue Card.

You can manage all card requests on the Card Requests page. Get there by clicking Card Requests in the Admin sidebar.

View, Edit, and Cancel Emburse and SVB Cards

Once you’ve created Emburse or SVB cards, you will be able to view and edit the card details at any time on the Team Cards page.

To access the Team Cards page, click Team Cards in the Admin sidebar.

For your Emburse Cards or SVB Virtual Cards program, you can see the list of cards in Abacus by cardholder. For each card, you can:

• Use the more options  menu to edit or view the card details or suspend or cancel the card
• Click the hyperlinked number under Unsubmitted to open a filtered list of the unexpensed transactions associated with that card on the Transactions page
• Click the card row to open the card details page

On the card details page, you can see key information about the card, including the card number, the amount spent and remaining, and any transactions that have been charged to the card.

Admins can Edit card information, Pause, or Cancel a card using the buttons in the top right.

Declined Transactions

If your virtual card is declined, you should receive a text and email notification explaining why the transaction did not go through. To learn more about why your virtual card may have been declined, please take a look at visit our Emburse Cards Help Center.