Managing Certify AP Projects

Managing Certify AP Projects

When utilizing budgeting, some companies track their spending by using additional general ledger dimensions such as projects. Projects need to be enabled and uploaded before they can be used on purchase requisitions and/or invoices. 

This article will show you, an Accounts Payable Employee, how to manage projects for your company's account.

  1. On the Emburse Professional homepage, click Emburse Professional then click AP.

    Certify product menu with AP application highlighted under CERTIFY.

  2. This is your Certify AP dashboard. Click the Budgeting tab.

    Certify AP navigation bar with Budgeting tab highlighted.

  3. Under Projects, click the SetUp Projects tile.

    Certify AP showing SetUp Projects.

  4. The Set Up Projects page opens. To create a new project, go to the New Project box and fill in the Project Name, Number, and ERP ID.

    Certify AP showing Set Up Projects, New Project, Project Name.

  5. Click Add Project.

    Certify AP showing Add Project.

  6. Your new project will appear with your existing projects at the bottom of the screen.

    Your new project will appear with your existing projects at the bottom of the screen.

  7. To manage/edit your existing projects, search them by name in the Filters box, then click the pencil icon next to the project you'd like to edit.

    Certify AP showing Filters and pencil.

  8. From here, edit the Project Name, Number, ERP ID, and Activate/Deactivate the project.

    Certify AP showing Project Name, Number, ERP ID,.

  9. Click Update when complete.

    Certify AP with Update button.

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