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: On your Certify homepage, click Configuration.

Step 2: Click View and Edit Users.

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

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

Step 5: Scroll to the Default Settlement Account section.

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

Step 7: When complete, click Next to save.

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