Use the Emburse Mobile Wallet

The Emburse Mobile Wallet displays unused receipts and eligible credit card transactions associated with your connected corporate or linked cards. You can use your wallet to review transactions, capture receipts, and manage expense-related items directly from the Emburse Enterprise mobile app.

Your wallet helps you quickly capture receipts after purchases and manage expense activity without switching to the desktop experience. See Add a Receipt to a Credit Card Transaction, below, for details.

In the navigation bar, tap Wallet to access your receipts and credit card transactions.

Home screen of the Emburse Enterprise mobile app showing the Wallet button in the navigation bar and pending receipt cards.

Wallet Filters

Your wallet includes filters that show you either receipts or credit card transactions.

By default, the Receipts filter is selected when you open your wallet. Tap Credit Card to view your transactions.

Receipts Filter

The Receipts filter displays unused receipts uploaded to Emburse Enterprise, including:

  • Receipts captured in the mobile app
  • Receipts uploaded from other sources
  • Receipts still processing through Emburse AI
Once a receipt has been added to a report, it no longer appears in your wallet.

Your wallet screen with the Receipts filter selected, showing Action Needed transactions, pending receipts, and processed receipts grouped by date.

Credit Card Filter

The Credit Card filter displays credit card transactions associated with connected corporate or linked cards.

Key details include

  • Merchant Name
  • Transaction Amount
  • Transaction Date
  • Card Reference (last four digits)

Transactions are grouped by status and date.

Your wallet screen with the Credit Card filter selected, displaying credit card transactions grouped by date.

Search Your Wallet

Use the search bar at the top of your wallet to find receipts or credit card transactions.

Tap Receipts or Credit Card to choose which items to search.

Your wallet screen showing search results for credit card transactions matching the text “Smith.”

Receipts

With the Receipts filter selected, you can search receipts by:

  • Vendor Name
  • Receipt Notes
  • Transaction Amount

Credit Card Transactions

With the Credit Card filter selected, you can search transactions by:

  • Vendor Name
  • Transaction Amount

Action Needed

The Action Needed section appears at the top of your wallet below the filter options, regardless of which filter is selected.

This section displays preauthorized credit card transactions that still require receipts. These transactions may appear shortly after a purchase is made, depending on the card provider.

Action Needed section in your wallet showing credit card transactions that still require receipts.

Tap a transaction in the Action Needed section to:

  • View transaction details
  • Capture a receipt
  • Attach an existing receipt

Once a receipt is attached, the transaction no longer appears in the Action Needed section.

Transactions remain in the Action Needed section for up to three days or until a receipt is attached. They display a yellow warning message during the final 24 hours before the transaction expires without a receipt attached.

Warning message in the Action Needed section indicating that a transaction will expire in two hours if a receipt is not attached.

If a receipt is not attached before a transaction in the Action Needed section expires, the transaction and its corresponding receipt must be merged manually or automatically once the receipt has been uploaded. See Merge Receipt and Credit Card Transactions for complete details.

Add a Receipt to a Credit Card Transaction

If a credit card transaction requires a receipt, you can attach one directly from the Action Needed section, even if the Receipts filter is active.

1. Under Action Needed, tap on a transaction.

Your wallet screen highlighting a selected transaction in the Action Needed section.

2. Select one of the following:

  • Choose From Files: Opens the files folder on your device.
  • Choose Photo: Opens the camera roll on your device.
  • Capture Receipt: Opens your device’s camera.

Add receipt dialog displaying options to choose a file, select a photo, or capture a receipt for a credit card transaction.

3. Select or capture the receipt that corresponds to the transaction.

The receipt is attached to the transaction.

Manage Receipts in Your Wallet

Your wallet allows you to upload, review, organize, and manage receipts directly from the Emburse Enterprise mobile app.

Pending Receipts

The Pending section displays receipts that are still uploading or processing through Emburse AI. Once a receipt has finished processing, it will move to the Processed Receipts section (see below).

Pending receipts may display:

  • Upload progress
  • Additional transaction details
  • Warnings or errors

Pending section in your wallet showing receipts that are uploading or processing through Emburse AI.

Pending Receipt Statuses

  • Uploading: Receipt has not yet reached Emburse Enterprise.
  • Emburse AI Analyzing: Receipt has reached Emburse Enterprise and is waiting for processing to complete.

Warnings and Errors

Warnings and errors display in the Pending section when additional action is required.

  1. Tap the receipt to view additional details.
  2. If available, tap the Retry link to attempt reprocessing.

Alternatively, you may tap Delete to remove the receipt so you may capture it again.

Receipt details screen displaying an error message and Retry option for a receipt that could not be processed.

Processed Receipts

Receipts that have completed processing are displayed below the Action Needed and Pending sections. They are grouped by date, with the newest receipts appearing first.

Your wallet displays all unused receipts uploaded to Emburse Enterprise, including receipts that were not uploaded from the Emburse Enterprise mobile app.

Receipts remain in your wallet until they are used in an expense report.

If you added a note to a receipt, the note displays below the receipt thumbnail. Otherwise, the merchant name displays after Emburse AI processing completes.

Processed receipts section in your wallet showing completed receipts grouped by date below the Pending section.

View Receipt Details

Tap a receipt to view:

  • Receipt Image
  • Transaction Date
  • Currency
  • Amount
  • Vendor
  • Upload Date
  • Any Receipt Notes

Receipt details screen displaying a receipt image, transaction amount, vendor, upload date, and Delete button.

Viewing Options

  • For longer receipts, swipe up on the image to view the remaining content.
  • Double-tap the receipt image to zoom in.
  • Multipage receipts display white dots at the bottom of the image. Swipe left or right to navigate between pages.

Select Multiple Receipts

Your wallet allows you to select multiple receipts at one time by tapping the image for each receipt to turn it into a checkbox.

The number of selected items displays at the top of the screen.

Your wallet screen with multiple receipts selected using checkboxes in multi-select mode.

Search is disabled while multiple items are selected.

Available actions appear in the upper-right corner of the screen and, depending on your organization’s configuration, may include:

  • Add to or create a report
  • Download the selected images to your device
  • Delete images

Action buttons for adding receipts to a report, downloading images, or deleting selected receipts in multi-select mode.

Delete a Receipt

There are multiple ways to delete a receipt.

  • Tap to open the receipt, then tap Delete.
  • Swipe right on a receipt in your wallet to delete it quickly.
  • Tap the images of multiple receipts in your wallet to turn them into checkboxes, then tap the Trash button to delete.

Manage Credit Card Transactions in Your Wallet

Your wallet displays eligible credit card transactions from connected corporate or linked cards so you can review transaction activity and attach receipts quickly.

View Credit Card Transactions

Transactions appear under the Credit Card filter.

Items display in batches of up to 20 per refresh, based on the selected filter.

Your wallet displays:

  • Individual credit card transactions
  • Attached receipts, when available

Your wallet does not display:

  • Credit card balances
  • Full card-account details

Credit Card Transaction Status

Credit card transactions may appear in the following states:

  • Action Needed: Preauthorized transactions that require a receipt.
  • Pending: Transactions that are authorized but not fully processed.
  • Posted: Finalized transactions grouped by date.

Action Needed section in your wallet showing credit card transactions that still require receipts.

Credit Card Transaction Availability

How soon the transaction is available in your wallet depends on the card provider.

Immediate Visibility

Immediate transaction visibility is supported for:

  • Emburse Cards
  • American Express® Card programs that support pre-authorizations

Standard Availability

Transactions from other supported banks display after Emburse receives them from the provider.

Transactions may update as they move from Pending to Posted status.

View Credit Card Transaction Details

Tap a credit card transaction to view available information, including:

  • Amount and Date
  • Card Reference Number
  • Vendor
  • Details

Credit card transaction details screen displaying transaction amount, vendor, card reference, and additional transaction details.

 

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