Configuring Company Settings
Creating & Managing Expense Users
Managing Expense Categories & Departments
- Configuring Spend Limits by Category
- Implementing Certify Expense
- Create a New Department
- Create a New Expense Category
- View and Edit Departments
- View and Edit Categories
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 Invoice
Managing Vendors, Projects, Budgets, and Product Lists
- Managing User Allowances
- Assigning and Managing Delegate Approvers
- The User Spending vs. Allowance Report
- The User-Based Approval Configuration Report
- Managing Purchasing Delegates
- Updating Company Preferences
Managing Purchasing Departments and Users
Managing GL Accounts for Purchasing
Feature Overviews
- FAQ for GDPR
- Custom Output File Overview
- API Overview
- Capturing the API Key
- Single Sign-On Overview
- VAT/Special Tax Overview