Configuring Company Settings
Creating & Managing Users
Managing Categories & Departments
- Create a New Department
- Create a New Expense Category
- View and Edit Departments
- View and Edit Categories
- Expense Types in Certify
- GSA Per Diem Category Configuration
Setting Expense Policies
- View and Edit Policy
- ReportExecutive Configuration
- Locked Approval Workflow
- Additional Locked Approval Workflow Options
- Locked Approval Workflow - Approval Limits
- Flexible Approval Workflow
Managing General Ledger Dimensions
Accessing Administrator Tools
- Switching To Another User
- Resetting a User's Password
- Resetting a User's Security Questions
- Using the Bulk Credit Card Upload Tool
- Modifying Individual Translations using Translator Tools
- Modifying Translations in Bulk Using Translator Tools
Configuring Certify Travel Policies
- Creating a Travel Policy
- Adding a New Travel User
- Assigning Travelers to a Travel Policy
- Adding Company Credit Cards for Travel Bookings
- Editing Air Travel Policy Details
- Editing Hotel Policy Details
Configuring Certify Invoice
Feature Overviews
- FAQ for GDPR
- Custom Output File Overview
- API Overview
- Capturing the API Key
- Single Sign-On Overview
- Corporate Hotel Travel Rates Overview