This article shows you, as a Certify Administrator, how to use Data Archives.
Step 1: From your Certify account homepage, select Configuration.
Step 2: On the System Configuration page, scroll down to the Service Plan and Billing section, and select Data Archives.
Step 3: From the Certify Data Archive screen, select Download next to the date range you would like to open.
As an additional way to access the files, Administrators receive an email at the beginning of each month containing a link to the Data Archive page.
Step 4: The ZIP folder displays at the bottom of your screen. Click the ZIP folder to open it.
Step 5: The ZIP file opens locally on your desktop. Each expense report resides in its own folder and is labeled by a unique approval code. Click the Approval Code folder to open and view the expense report and receipt files inside.
Each expense report file folder contains all receipt images attached to that expense report. Receipts remain in the original file format in which they were added. The expense report is available as an HTM document. The ZIP file and all files it contains can be saved locally to your computer as needed.
Once downloaded, the columns in the Data Archive Files list show:
- If the file has been downloaded
- The date it was downloaded
- Who downloaded the file