Navigating Certify Expense

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Certify Expense's navigation bar allows for a consistent user experience across all Emburse products, saving time when learning a new product.

This article shows you, a Certify User, how to navigate Certify using the Navigation Bar.

Step 1: To open the sidebar, click the Menu icon.

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From here, users can access their Wallet and Expense Reports. Certify Analytics is also accessible from this sidebar and is now called Reporting.

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Step 2: Click the Waffle icon next to the Certify logo to access the App Switcher menu.

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The App Switcher contains links to additional Certify or Emburse applications (APEmburse AnalyticsTravel) to which the user has access.

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Step 3: Click the Question Mark icon to directly access the Certify Support page.

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Step 4: To access the System Configuration page, Certify Administrators may now click the Gear icon at the top of the page.

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From here, Administrators can manage their company's Certify account.

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Step 5: Clicking on their Username in the upper right-hand corner of the screen opens a dropdown menu. From here, Users can access their Account SettingsManage Delegates, or Logout from Certify.

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Step 6: Users can access their company's Travel & Expense Policy, as well as preferred travel vendors, from the Certify homepage.

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