Administrator's Corner
Account Setup
- Using Expense Fields in Abacus
- Using Team Fields in Abacus
- How to Set up Categories
- How to Bulk Update your Categories
- Identity Verification
- Setting up an Employee Account Checklist
Expense Policy
Corporate Cards as an Admin
- Connecting a Corporate Card Program
- How to view and export Corporate Credit Card expense activity
- How to View Corporate Card Details and Transactions
- Managing your Virtual Card Program as an Admin
- Skipping and Bulk-Skipping Corporate Card Transactions
- Creating and Managing a Statement Upload Corporate Card Program
Emburse Cards for Admins
Managing Teams
- Managing your Team on the People Page
- Roles and Permissions: Admins, Managers, and Delegates
- Adding New Members to Abacus
- How to assign a Delegate role
- How to bulk update your team in Abacus
- Troubleshooting Team Bulk Upload