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Expense
Preparing
- ★ Forgot Your Password?
- ★ Uber Receipt Integration
- Logging Into Certify for the First Time
- Getting Started with Certify Expense
- Resetting your Password
- Forgot your Security Questions?
Submitting
- ★ Uploading Receipts
- ★ Creating a New Expense Report
- ★ Adding Receipts using Certify Mobile
- ★ Creating a Mileage Expense
- Submitting an Expense Report
- Creating an Expense Report on Certify Mobile
Approving
- Approving an Expense Report
- Approving on Certify Mobile
- Disapproving an Expense Report
- Approver's Other Actions Menu
- Sending an Inquiry
- Approving with InstantAudit
Processing
- Processing Expense Reports
- Reimbursing through Certify Payments
- Reimbursing through Pay by Check
- Accountant's Other Actions Menu
- Bulk Processing Expense Reports
- Adding/Editing Report Allocations
Analytics
- Using Flexible Reporting
- Mileage by Employee
- Accounts Payable Report
- Client Billable Report
- Expense Report Approvals
- Pcard Reconciliation Report
Configuring
- Expense User Role Overview
- Resetting a User's Password
- Sending Welcome Emails
- View and Edit Policy
- Create New Users
- View & Edit Users