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People

Manage the different members of your account

People

  • User Roles

Training Calendar

End Users & Approvers

Submitting & Approving Expenses

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How to login, upload your receipts, create and expense reports for approval, and approve expenses.

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Submitting & Approving Time Off and Timesheets

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A walkthrough of how to create, submit, and approve Timesheets and Time Off requests.

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Reporting Module Overview

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An overview on how to create and generate reports.

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Administrators

Configuring Expense Settings for Admins

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How to manage your company's data and settings.

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Configuring Timesheets & Time Off Settings for Admins

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How to manage timesheets and time off settings and policies for your company.

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Integrations

Managing Nexonia with Intacct

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An overview of how Nexonia is integrated with Intacct. Learn how to import and export data between Nexonia and Intacct, manage users, expense categories and Intacct dimensions.

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Managing Nexonia with QuickBooks

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An overview of how Nexonia is integrated with QuickBooks Desktop or QuickBooks Online. Learn how to import and export data between Nexonia and QuickBooks, manage users, expense categories and QuickBooks dimensions.

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Managing Nexonia with NetSuite

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An overview of how Nexonia is integrated with NetSuite. Learn how to import and export data between Nexonia and NetSuite, manage users, expense categories and NetSuite segments.

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Travelers

Travel Booking & Analytics

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Review how to book travel, run reports, & view unused tickets.

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Watch Nexonia's easy-to-follow brief tutorial videos here.

Training Videos

User Roles

  • About the different user roles

    There are 4 different types of user roles in any Emburse account.

    Click here to learn about how to add/edit/remove users from the account.

    The table below outlines the different permissions for each role:

    Admins

    There can be more than one admin for each Emburse account. This is usually the person who first signed up or created the account, or someone granted this role by the person that created the account.

    Accountants

    Accountants are often responsible for all bookkeeping measures within an Emburse account. Outside of bookkeeping responsibilities, an accountant has mainly view only access.

    Reviewers

     

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    Can Approve Spending ✓✓

    A reviewer that can authorize spending is often someone that oversees a department or part of your business. For example, you might have a reviewer of the engineering department, so this person can assign cards to members of the engineering team and approve pre-approvals for the department.

    Reviewers who cannot authorize spending privileges are primarily people that will help with bookkeeping within your business. This wouldn't be a person that would have authority to adjust any budgets or enforce any sort of expense controls.

    Can View Virtual Card Details

    Reviewer who can review virtual card details can see the full 16 digits and CVV of the virtual cards they have access to.

    Has Access to All Transaction Activity 🌎

    Reviewers who has access to all transaction activity will be able to view all cards and transactions on the account. This includes items from people they do not supervise. 

    Reviewers who do not have access to all transactions activity will only be able to view the transactions and cards of the people they supervise and those within their department, location, or label.

    These users will be able to assign and unassign cards.

    Supervisors and Direct Reports

    Reviewers can be restricted to only see transactions from their direct reports. Read more about Supervisors here.

    Teams
    Reviewers will be able to view card and transaction activity from other users if they are in the same group. Read more about Teams here.

    Members

    Any user invited to an account would be a member by default. Members only have the ability to view what is assigned to them.

Sections

  • People
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