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A Certify Administrator will need to assign the Treasurer permission necessary to manage ACH direct deposit reimbursements. Treasurer permission can only be assigned to a user in the Accountant, Executive, or Manager role, but may be assigned to several users. This article describes how to assign the Treasurer role to a user.
Step 1: From your Certify Home page, click the gear icon to access the Configuration page.
Step 2: Search for the user in View and Edit Users.
Step 3: Use the pencil icon to open the user's account record.
Step 4: Select the Treasurer check box to assign them the Treasurer permission.
Please Note: This checkbox will only appear for those who are reimbursing through Certify ACH.
Step 5: On the Home screen, the Treasurer will now have a box called Reimbursements. This box will be used to initiate ACH reimbursements to employees.
