Certify's Spend Request is available for any users who have a default currency of USD. This feature allows end-users to budget for an expense before the spend occurs. Once the Spend Request is submitted, a Manager can see the expected costs for specific projects, trips, or people, providing opportunities for increased spend management.
This article shows you, a Certify Administrator, how to enable the Spend Request Feature.
1. From your Certify Administrator homepage, click the gear icon.
2. Click View and Edit Policy.
3. Check the box to Enable Spend Requests.
4. Click Save.
Once Spend Requests are enabled, the My Spend Requests section will be on the Certify homepage for all users.