Release Notes: October 6, 2026

This release adds Approval Summary fields to Emburse Analytics so you can report on who approved an Emburse Enterprise expense line and who it was assigned to. It introduces Secure Folders for Emburse Analytics Pro early adopters, so they can control who views or edits each company folder. It also brings predictive GL coding to early adopters in Emburse Invoice Enterprise, where you review and change each suggested code.

Highlights

• Approval Summary Fields: See who approved an Emburse Enterprise expense line, in approval order, and which people, groups, and roles the line was assigned to.
• Secure Folders for Emburse Analytics Pro: Early adopters can control who views or edits each company folder. People without access do not see the folder.
• Predictive GL Coding for Early Adopters: Emburse AI suggests line-item GL codes for early adopters of Emburse Invoice Enterprise. You review each suggestion and change the predicted code when necessary.

Enhancements

EMBURSE ANALYTICS

Approval Summary Fields for Expense Lines

The Header / Line / Tracking and Header / Line / Allocation explores now include an Expense Line > Approval Summary section. Each value applies to the expense line and repeats on every row for that line, so you can filter by allocation or tracking detail and still see the approval summary.

• Approval Summary Approvers: People who approved the line, in the order they approved it.
• Approval Summary Assigned To: People, groups, and roles the line was assigned to during approval. Use this to see whether a line was routed to a group, like AP Review.

These lists include human approvals and returns. They do not include gatekeeper steps or automated approvals.

New Features Available

EMBURSE ANALYTICS PRO

Secure Folders and Group Management

Emburse Analytics Pro now gives early adopters folder-level control over company content. Set View or Edit access on a company folder, and its dashboards and reports follow that access. People without access do not see the folder. Template content and personal folders are unchanged.

Creators with Edit access and Security Admin members can manage folder permissions. View access lets people open and use the content. Edit access lets Creators update the content and manage the folder. Viewers cannot receive Edit access.

Assign up to 10 users directly to a folder. For a larger audience, create a group on the Group Management page and assign the group to the folder. These groups are separate from the groups on a person’s Emburse profile. A customer-defined Security Admin group retains Edit access across all company folders, so access can be restored.

Enabling Secure Folders does not change access to existing subfolders. It only limits creation of folders and content in the company root folder to Security Admin members. Restrict each folder separately when you are ready.

Secure Folders controls who can see a folder in Analytics. It does not affect who can receive scheduled or burst reports by email.

Emburse enables Secure Folders for Analytics Pro customers participating in the early-adopter rollout, beginning in UAT. Customers cannot turn the feature on or off themselves. Contact Emburse to participate.

INVOICE

AI-Powered Predictive GL Coding Now Available for Early Adopters

Emburse AI now extends beyond invoice transcription and filtering to line-item predictive general ledger (GL) coding for Emburse Invoice Enterprise. For each invoice line, Emburse AI predicts a GL code from the invoice, vendor or supplier history, and past coding patterns. Suggestions can be applied automatically, which reduces manual GL selection.

You remain in control of the coding. Review each suggestion and change the predicted code when necessary.

Each coded line displays a confidence level (High, Medium, or Low). When confidence is low, a Review recommended message displays so you know which lines to review. Whether you enter codes manually or the invoice is processed through OCR, the same confidence rules apply.

Sparkle icons indicate AI-ranked GL code suggestions. Use the drop-down menu to select from the top choices in confidence order (usually up to five). Additional GL codes remain available in the list, and you can reject any suggestion.

For invoice line-item coding workflows, see Create an Invoice.

Deployment Schedule: Phased rollout begins with this release for early-adopter customers who use GL coding only. General availability and Matter ID support are planned for a later release.