Login to Emburse with your SDSUid credentials

Introduction

Emburse is advanced expense management software designed to streamline and automate various financial processes. By capturing receipts, allocating expenses, and facilitating approvals, Emburse aims to enhance efficiency and accuracy.

Key Points

• Purpose: Emburse replaces PCard transaction allocation and the existing Disbursement Request in MyRF Document Processing. All payments issued by SDSU Research Foundation’s account payable department will be processed through Emburse.


• Implementation Timeline:
  • Phase 1 Complete: PCard module - Allocation of Pcard charges to appropriate fund
  • Phase 2 Complete: Expense module - Soft launch of miscellaneous reimbursements, travel and miscellaneous advances, travel claims, and travel pre-approval for individuals with an SDSUid.
  • Phase 3: March 1, 2025 Invoice module - Functionality extended to include payments to vendors, individuals for non-reimbursements (Stipends, miscellaneous income, etc.) and individuals without Emburse accounts.


• Important Note: While transitioning to Emburse, Document Processing for disbursement requests in MyRF will remain available until the implementation of the invoice module on March 1, 2025. After March 1, the Disbursement Request option will no longer be available in Document Processing. Document Processing will still be available for all other submission types such as purchase requisitions, cash receipts, and journal vouchers. After submitting an expense report via Emburse, individuals should refrain from using document processing in MyRF.

Need help? Email the Emburse team at sdsurfchromeriver@sdsu.edu

Emburse Training Workshop Schedule

1. Emburse: Invoice Module

• Topics covered:
  • Invoice payments to vendors
  • Payments to individuals
  • Approving invoice payments originated by SDSURF accounts payables
• Workshop registration - Click on date to register
• Tuesday 2/18/25
• Wednesday 2/19/25
• Tuesday 2/25/25
• Thursday 2/27/25
• Friday 3/7/25
• Monday 3/10/25

Additional Resources

Training Materials

• Emburse Expense Module Training Presentation
• How to Create an Expense Report
• How to Return an Expense Report as an Approver
• How to Edit a Returned Expense Report
• Add Mileage Expenses using built-in Google Maps functionality
• Add Per Diem Expenses using Per Diem Wizard
• Create a Emburse SSO Bookmark
• How to request a Emburse account via MyRF
• Emburse Invoice: How to Submit an Invoice
• Emburse Invoice: Copy Prior Invoice Detail into a New Invoice
• Emburse Invoice: How to Edit Line Items

On-Demand Training Videos

• Expense Module Webinar Recording (01:15:27)
• Travel and Advance Webinar Recording (01:05:32)
• Invoice Module Webinar Recording (1:09:35)
• How to Review and Approve Expense Reports (2:08)
• How to Approve Expense Report via Email (0:56)
• User Account Settings Overview (1:52)
• Managing My Delegates (1:12)
• Forwarding Receipts via Email (1:09)
• How to Submit a Travel Claim (15:01)
• How to Request a Cash Advance (6:10)
• How to Clear a Cash Advance (9:17)

Emburse Help Center Resources

• Receipt-Capture Tips, Image Specs, and Troubleshooting FAQ
• Add or Work as a Delegate
• All Methods for Adding Receipts as an Expense Owner or a Delegate

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