Managing Certify AP Departments

Managing Certify AP Departments

When syncing Emburse Expense Professional departments to Certify AP, all departments become parent departments at the company-level. To configure the hierarchy of the customer's parent and child departments, you can change the position of departments in the hierarchy.

If you try to change the position of a department in the hierarchy tree and there is an SAF approval already configured, the system will not allow you to move the department without deleting the SAF first, moving the department and rebuilding the SAF.

This article shows you, a Certify AP Admin, how departments are synced from Emburse Expense Professional and how to move these departments in Certify AP.

  1. On your Certify AP homepage, click the gear icon.

    Settings menu opened from the Gear icon on the Emburse Professional home page.

  2. All departments begin as parent departments under the company-level. To change a department to a child department, click the name from the hierarchy.

    The company name and departments are automatically in the correct positions in the hierarchy. You only need to change the position of the child departments.

    Department Configuration with Research and Development highlighted as a parent.

  3. In the Edit tab, click Change the position of this department in the hierarchy.

    Department Edit page with Change the position of this department in the hierarchy link highlighted.

  4. From here, click the name of the department that should be the parent department.

    Move Department dialog with Administration selected as the new parent.

  5. Click Process Move.

    Certify AP showing child department (Process Move).

    In the department tree, the department you moved now appears under the new parent department as a child department.

    Department tree showing Research and Development nested under Administration.

  6. Repeat the previous steps if necessary for other child departments. To make a department the child of a child department, click the first child department on the Move Department page.

    Move Department page setting Research and Development as the parent of Customer Service.

    To change the child department back into a parent department under the company-level, click the company-level as the child department's new parent.

    Move Department page setting the company as the parent of Research and Development.

Deactivating Departments

  1. To deactivate a department, first switch to Emburse Expense Professional and click the gear icon.

    Settings menu opened from the Gear icon.

  2. Next, click View and Edit Departments.

    Certify AP showing View and Edit Departments.

  3. To view all your departments, leave the search fields blank and click Submit. Or, enter search terms for the specific department you're looking for.

    Submit field on Certify AP.

  4. Click the X next to the department to deactivate.

    Department list with X to deactivate department.

  5. Finally, click Yes. The department is now deactivated.

    Confirm deactivate department with Yes.

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