Site Navigation
Each expense in Certify has a basic type. Along with the expense date and the expense amount, each expense type has specific information requirements which can be edited on the View and Edit Categories page. This article describes each expense type and the information required for each.
The eight expense types in Certify are:
- Cash Expense
- Hourly Rate
- Lodging
- Meals
- Mileage
- Per Diem
- Rental
- Travel
Cash Expense - This is the most basic type of expense; requires Vendor and Location
Hourly Rate - Users enter their location and the number of hours they need to be reimbursed for; the amount is then automatically calculated based on the configured rate
Lodging - Lodging expenses require Hotel, Location, Check-in and Check-out dates; the daily lodging rate is automatically calculated based on the Check-in and Check-out dates
Meals - Meal expenses require Vendor, Location, and Attendees. The Attendees field can be configured as free-text or detailed
Mileage - Mileage expenses calculate the reimbursement amount based on the number of miles traveled and the mileage rate configured
Per Diem - Per diem expenses require the number of days for which a per diem amount is applied; the amount is automatically calculated based on a configured rate
Rentals - This expense requires Company, Location, Pick-up, and Drop-off dates; the daily rate is automatically calculated based on the Pick-up and Drop-off dates
Travel - This expense is for airfare tickets and requires the Carrier, as well as the To and From locations
