Navigating Certify Expense

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.

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

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

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

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