Emburse has five default lists you can apply to your cards and transactions:
This lists all members on the Emburse account.
Add an employee ID by clicking on the pencil icon to the left of the employee.
Remove an Employee ID by clicking on the pencil icon to the left of the employee and clearing the "Employee ID" field.
Show Inactive Employees
You can click on "Show Inactive Employees" to view any deactivated members.
Categories, Departments, Locations, and Labels all work very similarly. Listed below will be the directions for Categories, but they apply to all other labels.
"Departments" and "Labels" categories can be renamed by going to Company Settings > Accounting > Custom Field settings.
Click on "+ Category" to add a new category to the list.
There are two ways to add a new sub-category:
1) Click on "+ Category" and check off "is sub-category"
2) Click on the "+" button next to category to add a new sub-category
Click on the pencil icon next to the category you want to edit.
To archive a category, click on the "v" icon to the right of the category and select "Archive". When you're on the Transactions page, you can scroll down to the "Categories" filter which will list only active/un-archived categories.
View an archived category
Click on the small checkbox near the top to "Show Archived Categories".
Unarchive a category
To unarchive a category, click on the "v" icon to the right of the category and select "Unarchive".
To delete a category, click on the "v" icon to the right of the category and select "Delete".