In rare situations, an Emburse Card may not be assigned an email address, or the email address assigned to the card may not exist in Certify. If this occurs, Certify will import the transactions to your Emburse Cards Default Cardholder.
Please Note: For a streamlined reconciliation process, it is recommended that all Emburse Cards are assigned an email address and all cardholders are active users in Certify.
This article shows you, a Certify Administrator, how to assign an Emburse Cards Defaut Cardholder.
Step 1: On your Certify homepage, click the gear icon.
Step 2: Click View and Edit Policy.
Step 3: Under Emburse Cards at the bottom of the page, there will be an option to assign aDefault Cardholder. Any active Certify user can be assigned as the Default Cardholder.
Step 4: Enter the Default Cardholder and click Save to finish.