Default Settlement Accounts

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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: On your Certify homepage, click Configuration.

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Step 2: Click View and Edit Users.

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Step 3: Search for the User you'd like to edit, or click Submit to pull up a list of all your users.

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Step 4: Click the Pencil icon next to the user you'd like to edit.

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Step 5: Scroll to the Default Settlement Account section.

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Step 6: Choose the settlement account from the drop-down menu.

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Step 7: When complete, click Next to save.

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

 

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