![]() Determine the reimbursement rate(s) your company will use for recorded mileage expenses. Receipt requirements, submission and approval, credit card treatment, approval email alerts, allocations, and processing queue policy are all within the View and Edit Policy page.Policies can continually be updated, but a recommended few to start are: Enter Employee, Expense Report, and/or Expense Level General Ledger Dimensions. ![]() Examples can be fields for Project, Customer, or Cost Center, if you require them. General Ledger Dimensions are custom fields, necessary for your company's business and reporting of expenses. Step 3: Add General Ledger Dimensions (optional). Continually edit your expense categories as needed.Each expense type will determine what details are required when a user uses that expense category. You'll be required to identify an expense type for each category.Create them individually, or use the bulk upload tool to upload a list from.Click View and Edit Expense Categories to get started. Expense categories are the accounts that users will code their expenses to. Continually edit your departments as needed.Click View and Edit Departments to get started. ![]() Think of Departments as your groups of employees, who may have different permissions. ImplementationĪll setup takes place on the Configuration page which is accessed through the gear icon. This Self-Implementation Guide will help guide you through implementing your company based on our past customers’ experiences and a few recommendations from the Certify Customer Success Team. With Certify, enjoy many additional features such as ReportExecutive, various Analytics reports, and API access. We are excited that you have chosen Certify as your new cloud-based expense management software.
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