Reimbursing through Pay by Check

Certify users have the option to reimburse employees or vendors through Certify using the Pay by Check service. A user with the Treasurer permission, assigned by your Certify Administrator, will have the ability to initiate Pay by Check. If you would like to enable Pay by Check, please contact Support.

This article will show you, a Certify Treasurer, how to initiate Pay by Check.

Please Note: To receive updates on payment information such as check processing status or check numbers sent, email CustomerServiceCA@Convera.com and ask to be added to the Payment Update list.

Step 1: On your Certify homepage, click Reimbursements.

Step 2: Select a report to initiate Pay by Check on. The Payment Method refers to your company's settlement account, where the funds will pull to pay the employee. 

Please Note: Only reports from employees or invoices from vendors who have saved mailing addresses will allow selection.  If an employee or vendor does not have a saved mailing address, you may select Mark as Paid to reimburse outside of Certify.

Step 3: Click Reimburse Report.