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PDF User Guides

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Click each link below to download. User guides are updated quarterly.

Certify User Guide - Quick Start

The Quick Start User Guide is a condensed guide that reviews how to:

  • Login for the first time
  • Navigate the New User Account Wizard
  • Best practices for receipt and report creation

Certify User Guide - Creating Submitting Reports

The Creating & Submitting Reports Guide reviews how to:

  • Login
  • Set up your profile
  • Submit receipts and expenses
  • Create expense reports
  • Edit expense reports
  • Submit expense reports

Certify User Guide - Approving Reports

The Approving Reports Guide reviews how to:

  • Approve and disapprove expense lines
  • Approve and disapprove expense reports
  • Use the Other Actions menu

Certify User Guide - Processing Reports

The Processing Reports Guide reviews how to:

  • Review reports prior to processing
  • Process expense reports
  • Access Accounts Payable data
  • Reimburse through ACH

Certify User Guide - Configuring Certify

The Configuring Company Settings for Administrators Guide reviews how to:

  • Access and edit your data - GL accounts, user profiles, and departments
  • Set company expense policies

Certify User Guide - Invoice

The Certify Invoice User Guide reviews how to:

  • Submit invoices to Certify
  • Create invoice reports
  • Review invoice reports
  • Submit invoice reports
  • Approve and disapprove invoice reports
  • Process invoice reports
  • Administer invoice 

Certify User Guide - Travel Booking & Administration

The Travel Booking & Administration Guide reviews how to:

  • Book flights, rail, hotel, and car rentals
  • Approve and disapprove itineraries
  • Cancel itineraries
  • Add company settings, like credit cards and optional billing fields
  • Create and edit company travel policies

 

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