Default Settlement Accounts


If you use Certify Payments with Western Union, you can now set a Default Settlement Account for each user and each invoice vendor.

Once a default is set, the user's expense report will default to the appropriate account on the Reimbursements screen.

This article shows you, a Certify Administrator, how to enable a Default Settlement Account for a user. 

Step 1: Click the Gear icon to open the System Configuration page, then click View and Edit Users




Step 2: Search for the User you'd like to edit, or click Submit to pull up a list of all your users.


Step 3: Click the Pencil icon next to the user you'd like to edit.


Step 4: Scroll to the Default Settlement Account section.


Step 5: Choose the settlement account from the drop-down menu.


Step 6: When complete, click Next to save.


This user's expense reports will now route to the Wells Fargo account on the Reimbursements screen.


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