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Pre-Approval Item Type Admin Screen

The Pre-Approval Item Type Admin screen allows you to assign default cost codes to pre-approval item types and map merchant restriction category codes to expense types for Emburse Cards.


Preview Pre-Approval Item Type

When you click on a pre-approval item type to preview it, you will see the Display Name, the Pre-Approval Code, and whether or not it is the default item type for all unmapped expense types.

Edit Pre-Approval Item Type

1. Select the desired pre-approval item type and click EDIT.

2. You may change the Display Name of the pre-approval item type here. The new name will be automatically updated everywhere it is referenced, including other admin screens like Mosaics & Tiles Admin Screen and Mosaics & Tiles Admin Screen, and this change will not require an update to your exports or business rules.

  • If you wish to change the name on the pre-approval item type’s corresponding tile in the user interface, you will need to do so on the Mosaics & Tiles Admin Screen.
  • The corresponding code for the pre-approval item type may not be changed.

3. Check Other Pre-Approval Item Type to use this item type as the default for any unmapped expense types.

4. Click SAVE.

Merchant Category Code Mapping for Emburse Cards

Customers who take advantage of Emburse Cards may control which expense types the cards may be used for, based on Merchant Category. When a card request has been approved, users will only be able to use the card for expense types that fall within the selected Merchant Categories.

  • Restrictions apply to the entire pre-approval rather than amounts for individual line items.

  • At this time, only cards issued by Emburse Cards may be Merchant Category restricted.

1. Select the desired pre-approval item type and, in the Credit Card Transactions section, click EDIT.

2. Use the drop-down menu to select a Merchant Category Code to be mapped to that pre-approval item type. You may add multiple codes to a single pre-approval item type.

3. When you are done, click SAVE.

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