Certify Learning Maps

Find your way through Certify in no time by selecting a Learning Map below, highlighting key task checkpoints to learn along the way.

If you can't access the interactive links, use the PDF download links at the bottom of this page.

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Certify Expense

End User Learning Map

  • Account Details
  • Add Receipts & Expenses
  • Submit Expense Reports

Approver Learning Map

  • Review Expenses
  • Reporting & Analytics

Accountant Learning Map

  • Process Reports
  • Reconciliation
  • Work with Accounts Payable Data

Administrator Learning Map

  • Regular Data Maintenance
  • Review Regular Reporting
  • Troubleshooting

Certify AP

Administrator Learning Map

  • Configuration Settings
  • Using Reports

 

Downloadable PDF Versions

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