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Expense
Preparing
- ★ Forgot Your Password?
- ★ Uber Receipt Integration
- Adding Groups of Meal Attendees through Certify Mobile
- Logging Into Certify for the First Time
- Getting Started with Certify Expense
- Resetting your Password
Submitting
- ★ Creating a New Expense Report
- ★ Adding Receipts using Certify Mobile
- Uploading Receipts
- Submitting an Expense Report
- Creating an Expense Report on Certify Mobile
- Adding Expenses using 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
- Unprocessing Expense Reports
- Configuring ACH using Payroll Experts
- (WUBS) Finding the Direct Deposit Payment Status
- Processing Expense Reports
- Bulk Processing Expense Reports
- Accountant's Other Actions Menu
Reporting
- GSA Per Diem Report
- Expenses by Employee Report
- Creating and Running a Custom Report
- Custom Report Builder Definitions
- Using Flexible Reporting
- Mileage by Employee
Configuring
- Activating the Amazon Business Integration
- Activating the QuickBooks Online Sync
- Adding Pay By Check for Vendors
- Adding Pay By Check for New and Existing Users
- Resending Welcome Emails to Individual Users
- Certify Customer Support Phone Numbers