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Expense
Preparing
- ★ Forgot Your Password?
- ★ Uber Receipt Integration
- Creating a Lump Sum Spend Request
- Creating an Itemized Spend Request
- Logging Into Certify for the First Time
- Getting Started with Certify Expense
Submitting
- ★ Creating a New Expense Report
- ★ Adding Receipts using Certify Mobile
- Deleting an Approved Spend Request
- Linking Expenses to Spend Requests
- Adding a UK Mileage Expense
- Uploading Receipts
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
- Default Settlement Accounts
- Reconciling Credit Card Statements
- Processing Expense Reports
- Reimbursing through Certify Payments
- Reimbursing through Pay by Check
- Accountant's Other Actions Menu
Analytics
- Creating and Running a Custom Report
- Custom Report Builder Definitions
- Using Flexible Reporting
- Mileage by Employee
- Accounts Payable Report
- Client Billable Report
Configuring
- Configuring and Running the UKG Dimensions Integration
- View and Edit Policy
- Sending Welcome Emails
- Resetting a User's Password
- Expense User Role Overview
- View & Edit Users