Release Notes: November 10, 2017


Expense Report Approval Reminders

Certify Administrators can now set the number of days at which email reminders are sent to Approvers who have pending, unapproved expense reports, and also how often reminders are sent. This is configured within the View and Edit Policy screen. 


Reconciliation and Accrual Workbench now available to all users

The Reconciliation and Accrual Workbench and My Imported Credit Card Transactions Report are now available to all Certify Corporate credit card users. This was previously a feature activated on request.

These reports display all credit card transactions sent in a corporate credit card feed, marking if they were imported successfully, not imported at all ("unmatched"), and/or deleted. The reports include links to recover and send unmatched or deleted transactions back into the user's Certify Wallet.

View instructions here:

Accountants: Creating New Expenses from the Reconciliation and Accrual Workbench

Employees: Creating New Expenses from My Imported Credit Card Transactions


New Wait Indicator

When processing an action in the Certify web application, the webpage displays a new Wait Indicator. Users may come across the new Wait Indicator:

  • When editing expenses
  • Using Edit Item in My Certify Wallet
  • Viewing a receipt image


Airport Codes

Certify has added over 4,000 new international and domestic airport codes for use with the Mileage expense From and To fields, and the MapIt! feature.


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