Adding Pay By Check for New and Existing Users

Certify Administrators can add Pay By Check for employees who want to receive travel and expense reimbursements via a mailed, paper check. Once Pay By Check is added to their Certify accounts, the selected employees then enter their own address information into their My Account page.

Pay by Check is only available for customers using Convera as their payment provider.

This article shows you, a Certify Administrator, how to activate Pay By Check for new and existing users.  

Adding New Users

1. At the top right of the screen, click the Gear icon to open the System Configuration page.

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2. Under User Accounts and Billing, select Manage Users.

3. To add Pay By Check to users, check the Pay By Check box drop-down on the User Details page. 

For information on how to access the User Details page, visit our Create new Users article in the help center. 

Adding Existing Users

1. On the Manage Users page, use the Advanced Filters to search for the user for which you would like to enable Pay By Check.

2. The User Records section will populate with Pay by Check users. Select Edit User from the Tri-dot dropdown menu. 

3. On the User Details page, check the Pay By Check box and click Save Changes.

 

 

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