New User Training


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TRAINING CAMP
Certify User Guide
New User Training Certify Mobile Manager Training Accountant Training Administrator Training Certify Travel

Welcome to Certify's Training Camp!
At Certify, we like things to be easy. That's why we created this easy-to-follow Training Camp, built for new users and those who need a refresher on our system. Here at Certify Training Camp, users can find tutorial-style training videos, walking them through the basics of Certify, as well as the nitty-gritty, more robust features.
Learn about Certify at your own pace, on your own time.

Live User Training Calendar & Registration
Certify hosts free live user training every other Tuesday and Thursday. Register below.
Monday Tuesday Wednesday Thursday Friday
 
New User Training: Basic Method with Cash Expenses
2:00p ET/11:00a PT
 
New User Training: Using Credit Card Integration
2:00p ET/11:00a PT
 
 
Certify Basics: Training for New Users
The new user training is designed for all users that have not utilized Certify yet, or for current users who would like a refresher.
After completing this course, you will be able to:
  • Add receipts to your Certify Wallet
  • Build expense reports
  • Submit expense reports for approval
  • View reports

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Certify Basics (using Credit Card Integration): Training for New Users
The new user training is designed for all users that have not utilized Certify yet, or for current users who would like a refresher.
After completing this course, you will be able to:
  • Update Credit Card into My Account Page
  • Add receipts to your Certify Wallet
  • Build expense reports
  • Submit expense reports for approval
  • View reports

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How to use Certify’s Mobile Application
Certify Mobile training will show you how to install the mobile application and add receipts to Certify Wallet.
After completing this course, you will be able to:
  • Install Certify Mobile
  • Add receipts to Certify Wallet
  • Sync with Certify

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Manager Training: How to Approve Expense Reports
If you are a manager and currently approve expense reports, then the Approval Training is for you. It is recommended that you complete the New User training course prior to Approval Training.
After completing this course, you will be able to:
  • Approve or Disapprove an Expense Report
  • Post Inquiries and Notes on Expenses
  • Submit for Reimbursement

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Accountant Training: Processing and Reporting
This course is recommended for accountants who are processing expense reports or using the reporting suite in Certify.
After completing this course, you will be able to:
  • View and Process Expense Reports
  • Modify Expenses on behalf of a user
  • Review Inquiries and Notes on Expenses
  • Process for Reimbursement
  • Overview of Certify Reporting

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Training for the Certify Administrator
If you are a new Certify administrator or current administrator in need of a refresher course, this is the training for you.
After completing this course, you will be able to:
  • View/Edit Company Policy Settings
  • Configure Certify Report Executive
  • View/Edit Departments, Categories, and Users
  • Create New Departments, Categories, and Users
  • Create and Manage General Ledger Dimensions/Custom Fields
  • View/Edit and Create New Mileage Reimbursement Rates
  • Manage any Preferred Travel Partners and Internal Accounting Contact
  • Send Company-Wide Emails From Within the Tool
  • View Your Service Plan/Billing Information

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Booking and Managing Travel with Certify Travel
This course is targeted for any users who would like to book travel directly with Certify Travel.
After completing this course, you will be able to:
  • Update your Travel Profile
  • Book Flights, Hotels and Car
  • View/Edit Departments, Categories, and Users
  • Create New Departments, Categories, and Users
  • View an Itinerary
  • Use TripCase Mobile

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Contact Support
Support Tools
Live Support:
Monday- Friday, 8am - 11pm EST, at 1-888-925-0510, option 4
Email Support:
Additional Resources
Frequently Asked Questions
Certify Knowledge Base
Product Updates
Newsletter Signup

Certify Support
Certify offers comprehensive support to all users through:
Live Support available Monday- Friday 8:00 AM to 11:00 PM EST, at 1-888-925-0510, option 4
Email Support through support@certify.com.
Frequently Asked Questions available 24/7 online at https://www.certify.com/FAQ.aspx
Certify Knowledge Base accessible through your account by clicking the Support tab