This guide explains how to connect Embat, add treasury steps to your invoice workflow, and track payment readiness in Cortena.
Who this is for: Finance teams that approve payables in Cortena and schedule or confirm payments in Embat.
When to use
After AP approval, when cash and payment scheduling live in Embat rather than only in the ledger.
1. Connect Embat
Open Settings → Integrations and connect Embat under treasury / payment integrations. Complete auth and save before you rely on workflow nodes that send invoices to Embat.
2. Add treasury nodes to the workflow
In Settings → Workflows → Invoice workflow, add the Embat treasury actions after your approval (and booking) steps. Typical order:
- Approval (and any bookkeeping export you need first)
- Send to treasury / Embat payment step
- Wait or status update until Embat confirms payment
Publish the workflow after you connect the edges.
3. Invoice ready for payment
When the invoice reaches the treasury hand-off, Cortena shows it as ready for payment. Open the invoice to confirm amounts, supplier, and that Embat is the next destination.
4. Awaiting payment confirmation
After Cortena sends the invoice to Embat, status moves to awaiting payment confirmation until Embat (or your treasury process) confirms. Activity on the invoice records the hand-off.
Tips
- Connect Embat before go-live; unconnected integrations block treasury nodes.
- Keep approval before the Embat step so only approved invoices reach treasury.
- Use payment status on the invoice list to spot items still waiting on Embat.