Certify's Pre-Approval feature enables end-users to budget for an expense before the spend occurs. Once the Spend Request is submitted, a Manager can see the expected costs for specific projects, trips, or people, providing opportunities for increased spend management.
Employees can submit Spend Requests to their Managers using their companies pre-determined Approval Workflow. Once an employee has their Spend Request approved, they can upload and link expenses to it from their Certify Wallet.
A Lump Sum Spend Request is a total amount that can be applied to any Expense Type in the final Expense Report.
This article shows you, a Certify User, how to create a lump sum spend request.
Step 1: Click New Spend Request in the My Spend Requests section of your Certify homepage.
Step 2: To create a new Spend Request, enter a Name, Date Range, Description, then choose Lump Sum as your Request Type.
Step 3: Click Next.
Step 4: Fill in the Department and the Amount being requested and click Next.
- Department: Choose the Department the expense is being charged to from the dropdown list.
- Amount: Fill in the total amount being requested.
- Reason: Include an explanation for what the amount requested is being used for. This is not required.
- Attachment: Upload any supply lists, cost quotes, etc. This is not required.
Step 5: Click the Request Details to make changes to the Spend Request.
Step 6: Once all necessary changes have been made, click Submit Request.
Step 7: Review the Spend Request, then click Submit.