Certify Tools Card
We’re pleased to announce the launch of the Certify Tools card, housing a set of tools that lets client administrators update data in bulk. The card can be found at the bottom of the Configuration page, under Certify Tools.
The Import Records tool allows clients to import or update Allowances, Approval Limits, Delegates, Departments, GLDs, Expenses, and/or Users in bulk. More information on this tool can be found here. Documentation for the Update Approvers and Update Emails tools can be found here.
We hope that this functionality will empower client administrators to take on more complex bulk uploads, and save them valuable time.
Please reach out to your CSM/support team member with any feedback about this launch!