Activating the Pre-Approval Feature

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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. 

This article shows you, a Certify Administrator, how to activate the Pre-Approval Feature.

Please Note: To get started, the Certify Administrator contacts their Customer Success Manager (CSM) to enable the Certify Expense Pre-Approval feature. Once the Pre-Approval feature is activated, the Administrator can begin setting up Pre-Approvals for their company in Certify.

Step 1: From your Certify Administrator homepage, click the gear icon.

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Step 2: Click View and Edit Policy.

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Step 3: Scroll down to the Approval Workflow Method section and click the Enable Pre-Approval checkbox.

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Step 4: Click Save.

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Once Pre-Approval has been enabled, the My Spend Requests section will be on the Certify homepage for all users.

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