Configuring

• Expense User Role Overview
• Resetting a User's Password
• Sending Welcome Emails
• View and Edit Policy
• Create New Users
• View & Edit Users
• Create a New Expense Category
• View and Edit Categories
• View and Edit Departments
• Create a New Department
• Configuring Multiple Currencies
• Resetting a User's Security Questions
• ReportExecutive Configuration
• General Ledger Dimensions
• Employee General Ledger Dimensions
• Expense Report General Ledger Dimensions
• Configuring Spend Limits by Category
• Expense Types in Certify
• Assigning and Managing Delegate Approvers
• Assigning the Treasurer Role
• Assigning a Translator
• Merchant Category Code Mapping to Expense Categories
• Using the InstantAudit Alerts Queue
• Establishing InstantAudit Rules
• Assigning Auditors
• Configuring Advanced Element Suppression for Expense Categories
• Enabling Daily Meal Limits for Meal Expense Categories
• Implementing Certify Expense
• Manually Linking Non-Reimbursable Expenses to a P-Card
• Connecting NetSuite to Certify