Edit details for any submitted expense line.

Delete any expense report submitted for approval and/or processing.

Have the same capabilities as the Employee and Manager roles.Īccountants process expense reports submitted for reimbursement.

View/ Print/ Export individual approved employee expense reports.Īn Executive is available as an approver for any user in Flexible Approval Workflow.

Submit approved reports to Accountants for reimbursement.

Forward approved reports to other Managers/ Executives/ Accountants for additional approval.

Managers approve expense reports submitted by employees, and are listed as Approvers within their assigned department. Additionally, they can:

Manage security information and system usage options on their My Account page.Receive and respond to inquiries from Approvers regarding expense reports submitted for approval.Edit and delete receipts, expenses, or expense reports in Drafts.For example, the Manager has all the capabilities of the Employee, plus functions specific to the Manager role.Īn Employee creates and submits their own expense reports. There are four standard user roles in Certify Expense:Įach role includes the same capabilities as the preceding role. There are Standard User Roles and Special User Roles.

View our article on Assigning an Emburse Cards Default Cardholder for further information.This article describes the Certify Expense User Roles and their capabilities. Card numbers will be auto-assigned to the cardholder's Certify profile on import, meaning you do not need to add your card number. Step 5: Once complete, transactions will begin to import automatically to your Certify Wallet. Step 4: Sign in to your Emburse Card account to grant Certify access to your Emburse Card program.

Step 3: Select Add a Card Program to connect your company’s Emburse Card program to Certify Step 2: Under System Integrations, click Manage your Card Programs. Step 1: On your Certify homepage, click the gear icon. This article shows Certify Administrators how to integrate Emburse Cards to their Certify account. With Emburse Cards, you can enjoy the automatic import of any Emburse Card transaction to your Certify Wallet. Certify integrates with Emburse Cards, a fast and easy way to issue virtual or physical cards.

Emburse certify