Creating & Submitting Expense Reports

This is a full recording of our live Creating and Submitting Reports webinar.

Register here for live training: https://certify.zendesk.com/hc/en-us/categories/200227064-Training-Camp

Updated: June 15, 2022.

Timestamps:

1:39 - New User Setup Wizard

3:13 - Account Settings

8:07 - My Certify Wallet

11:53 - Adding Receipts

12:14 - Certify Mobile

16:29 - Emailing Receipts

16:52 - Uploading Receipts

17:57 - Scheduling Expense Reports

18:43 - Creating an Expense Report

32:24 - Recalling an Expense Report

32:57 - Creating a Spend Request