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Expense
Preparing
- ★ Forgot Your Password?
- ★ Uber Receipt Integration
- Enabling the TravelPerk Integration
- Managing Data Interchanges
- Bulk Updating Data Using Import Records
- Adding Groups of Meal Attendees through Certify Mobile
Submitting
- ★ Creating a New Expense Report
- ★ Adding Receipts using Certify Mobile
- Creating a Recurring Spend Request
- Uploading Receipts
- Submitting an Expense Report
- Creating an Expense Report on Certify Mobile
Approving
- Approving a Virtual Card through Spend Requests
- Approving and Disapproving Spend Requests
- Approving an Expense Report
- Approving on Certify Mobile
- Disapproving an Expense Report
- Approver's Other Actions Menu
Processing
- Processing Expense Reports
- Bulk Processing Expense Reports
- Accountant's Other Actions Menu
- Processing Queue Management
- Unprocessing Expense Reports
- Reconciling Credit Card Statements
Reporting
- Active User History Report
- Requesting Reports
- GSA Per Diem Report
- Expenses by Employee Report
- Creating and Running a Custom Report
- Custom Report Builder Definitions
Configuring
- Bulk Updating User Information
- Resetting an SFTP Password
- Creating New SFTP Credentials
- Creating and Managing Allowances
- Dynamically Filtering General Ledger Dimensions
- Configuring the Sage Intacct Connector