Our experience with Certify has been great. While it may look as though it should be self-explanatory, there were times when I would just forget. But had I not had Certify and it's ability to keep track of EVERYTHING, I never would have been able to prove the error had occurred! CONSĮven though I used the app on my phone for years, I still found myself getting confused when it came to determining whether I needed to create an "expense" or a "receipt" - I think there should/could be an easier way to label these two options so that it identifies more with what each one actually means. helped me prove that I was actually owed a few hundred dollars! It was no fault of my company or myself, just one of those oversights that could have been missed by anyone. Being able to go back into Certify to find specific times/dates/mileage/etc. I actually had an error occur at work which caused me to have to go back 3 YEARS and give the accounting department a list of every time I drove to headquarters.
When traveling as much as I used to for work, Certify gave me the ability to not only keep track of where I went, but the notes feature allowed me to keep track of why I was going there. You will find expense report workflow updates within the Pending Approval section of your My Reports box.The ability to keep track of every mileage reimbursement that I had ever had! PROS
Click Submit.Īfter submitting your expense report, you have the option to rate and comment on your vendors using SpendSmart. Step 6: Enter any extra comments, and be sure to click the checkbox next to I certify this expense report is true and accurate. Step 5b: Enter the approver by clicking in the search box.Step 5a: View the approver that has been pre-assigned, and who will receive your expense report next or.Step 4: Dependent on your company's workflow configuration, you will do one of the following: Step 3: After your final review and edits, click Submit for Approval in the upper right-hand corner. Step 2: Select the Name of the expense report you want to open.
Step 1: Start with your expense report open, or, select Drafts on your account home page. After creating and editing a new expense report, it will need to be submitted for approval. This article shows you how to submit an expense report for approval.
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