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Certify's Spend Request feature enables end-users to budget for an expense before the spend occurs. When creating a Spend Request, Physical or Virtual Emburse Cards can be requested, approved, and funds issued to the user. The funds can then be used towards budgeted expenses.
This article shows you, a Certify User, how to request an Emburse Card through a Spend Request.
Step 1: On the Certify homepage, select New Spend Request.
Step 2: Enter the Request Name, Date Range, Description, and Request Type.
The date range should correspond to when you expect to spend the requested funds.
Step 3: Select Yes if you need funds added to an Emburse Card.
Step 4: Choose between a new Virtual Card, a new Physical Card, or an Existing Card. Then click Next.
Please Note: When creating a Recurring spend request, users must use a new Virtual Emburse Card. Recurring funds may not be placed on a Physical or existing Virtual Card.
To receive a Physical Card you will be required to enter a Shipping Address.
Spend Request submitters will be issued an Emburse Card once the spend request is approved. Depending on the card type, it could take a few days to arrive:
- Physical Card – The card will be shipped to your address in 3-5 business days.
- Virtual Card – An email will be sent containing instructions on how to view and activate the card.
Spend Request Intervals
In a Recurring Spend Request, an interval is selected for when the users would like funds issued.
Please Note: Any unspent funds will not roll over into the next interval.
- Daily -- Funds are replenished seven days a week, by midnight PST.
- Weekly -- Funds are replenished every Monday by midnight (PST).
- Monthly -- Funds are replenished on the first of the month.
Spend Request Line Items
Step 1: On an Itemized Spend Request, check the box to specify which line items should be included on your Emburse Card.
Step 2: Line items added to your Emburse Card will display a card icon in the Amount field.
Step 3: When the Spend Request is complete, click Submit Request.
