Enabling the Spend Request Feature

Certify's Spend Request is available for any users who have a default currency of USD. This feature allows 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 enable the Spend Request Feature.

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

Step 2: Click View and Edit Policy.

Step 3: Check the box to Enable Spend Requests. 

Step 4: Click Save.

Once Spend Requests are enabled, the My Spend Requests section will be on the Certify homepage for all users.