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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
- Installing Certify Mobile - iPhone
Submitting
- ★ Creating a New Expense Report
- ★ Adding Receipts using Certify Mobile
- Uploading Receipts
- Creating a Lump Sum Spend Request
- Submitting an Expense Report
- Creating an Expense Report on Certify Mobile
Approving
- Approving and Disapproving Spend Requests
- Approving an Expense Report
- Approving on Certify Mobile
- Disapproving an Expense Report
- Approver's Other Actions Menu
- Sending an Inquiry
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
- Creating and Running a Custom Report
- Custom Report Builder Definitions
- Using Flexible Reporting
- Mileage by Employee
- Accounts Payable Report
- Client Billable Report
Configuring
- Resending Welcome Emails to Individual Users
- Certify Customer Support Phone Numbers
- Certify System Requirements
- View and Edit Policy
- Sending Welcome Emails
- Resetting a User's Password