Certify Help Center
Training Videos

Training Webinars, Tutorials, and Courses

Expense

Creating & Submitting
Expense Reports

Demo Webinar: How to create, review, and edit your expense reports.

Configuring Company
Settings for Admins

Demo Webinar: How to manage your company's data and settings.

Approving & Processing
Expense Reports

Demo Webinar: How to approve and process employees' expense reports.

Reporting Essentials

On-Demand Course: An overview of how to use Reporting.

Invoice

Submitting & Approving
Invoice Reports

On-Demand Tutorial: How to create and review invoice reports.

Watch Tutorials

AP

Submitting AP Invoices

In-Product Guide: Learn how to submit invoices in Certify AP.

Approving AP Invoices

In-Product Guide: Learn how to approve invoices in Certify AP.

Configuring AP Invoice Settings for Administrators

On-Demand Course: Learn how to manage all of your organization's data in Certify AP, from permissions to approval chains.

Travel

Travel Booking
& Analytics

On-Demand Tutorials: Tutorials for all travelers. Review the Profile, how to book, approve, and set policies.

AmTrav Training for Travelers

Please note: These sessions are facilitated by AmTrav.

AmTrav Training for Admins

Please note: These sessions are facilitated by AmTrav.

Watch more easy-to-follow brief tutorial videos here.

Training Videos

We like things to be easy. That's why we created our easy-to-follow Training Camp, built for new users and those who need a refresher on our system. Watch these brief tutorial videos to get up to speed on the basics of using Certify.

Certify Mobile

Training Camp: Certify Mobile

Certify Wallet

Training Camp: Certify Wallet

Creating Reports

Training Camp: Creating Reports

Approving Reports

Training Camp: Approving & Processing Reports

Certify ACH

Training Camp: Certify Payments

Submitting and Linking Spend Requests

Training Camp: Submitting and Linking Spend Requests

Approving Spend Requests

Training Camp: Approving Spend Requests

Certify AP

Training Camp: Certify AP

Certify Invoice Classic

Training Camp: Certify Invoice

Custom Report Builder

Training Camp: Custom Report Builder

Using InstantAudit

Training Camp: Using InstantAudit

Configuring InstantAudit

Training Camp: Configuring InstantAudit

Emburse Analytics Spend Dashboard

Emburse Analytics Spend Dashboard