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  1. Certify Help Center
  2. Invoice

Training Webinars, Tutorials, and Courses

Expense

Creating & Submitting
Expense Reports

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

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Configuring Company
Settings for Admins

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

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Approving & Processing
Expense Reports

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

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Reporting Essentials

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

Enroll Now

Every other Wednesday
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.

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Approving AP Invoices

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

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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.

Enroll Now

Travel

Travel Booking
& Analytics

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

Thursdays

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AmTrav Training for Travelers

Please note: These sessions are facilitated by AmTrav.

Register Now

AmTrav Training for Admins

Please note: These sessions are facilitated by AmTrav.

Wednesdays

Register Now

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

Invoice

Submitting

  • Creating and Submitting an Invoice Report
  • Uploading Invoices to your Certify Wallet
  • Managing Invoices in your Certify Wallet
  • Entering a New Invoice Vendor on an Invoice Report

Approving

  • Approving Invoice Reports
  • Approving Invoice Vendors Entered by Users

Processing

  • Processing Invoice Reports

Reporting

  • Invoice Vendors Report
  • Invoice Accruals Report

Configuring

  • Creating an Invoice Expense Category
  • Managing Invoice Vendors
  • Assigning Invoice Role Permissions
  • Creating Default Approvers for Invoice Vendors
  • Managing Purchase Orders

On-Demand Tutorials

  • 1. Adding Invoices to Certify (Tutorial)
  • 2. Submit an Invoice (Tutorial)
  • 3. Approve an Invoice (Tutorial)
  • 4. Process an Invoice (Tutorial)

Sections

  • Submitting
  • Approving
  • Processing
  • Reporting
  • Configuring
  • On-Demand Tutorials

Need more help? Sign up for Certify's live free trainings here.