Release Notes: March 13, 2024

Credit Card Import - Merchant Name Normalization

We’ve updated our merchant normalization logic to include purchases made through PayPal or LinkedIn. Previously, purchases made through these platforms would import with a Vendor value of “PAYPAL” or “IN”, but this did not reflect the actual merchant of the transaction.

Going forward, the true merchant name being paid through PayPal or LinkedIn will appear in the Vendor field for those purchases, saving the user a few manual steps and reflecting the actual merchant in question.

NPI Reporting - Column Name Modifications

We’ve modified the following column names on the NPI Expense Data Report. This change was made to more closely align the columns in Certify with the naming conventions found in the NPI Registry.

  • Primary Specialty Code has been renamed to Primary Taxonomy Code
  • Primary Specialty Name has been renamed to Primary Taxonomy Name
  • Secondary Specialty Code has been renamed to Secondary Taxonomy Code
  • Secondary Specialty Name has been renamed to Secondary Taxonomy Name

Receipt External Access Code - Email Notification

In early 2023, we made security enhancements to how customers share receipt images with non-Certify users. As part of this work, we introduced the Receipt External Access Code. The access code allows non-Certify users to view receipt images by entering the access code provided by the customer. This additional level of authentication keeps our customers’ financial data secure while still allowing them to share receipt information with individuals outside of their organization.

On an annual basis, the access code expires, at which time we email administrators, informing them of such. During the first expiration window, we found that several customers were confused by the notification, and did not know what actions, if any, to take.

For that reason, we’ve enhanced the Access Code notification to make things more clear. The email notification now gives more explanation on the purpose of the Access Code, and more clearly informs the administrator that the code can be disregarded if their organization is not sharing receipts externally.

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