Treasurers manage approved expense reimbursements to users is Certify Payments or ACH is enabled.
Influences the approval process, but is not a part of the approval path. Leaves notes and marks flagged expenses as either in- or out-of-compliance this extra information helps Approvers make better informed decisions. Monitors flagged expenses using the Auditor-specific InstantAudit Alerts queue. Retains the capabilities of the Standard User Role. Have full access to Configuration options from their homepageįor companies using Certify InstantAudit, the Auditor permission is assigned by the Administrator and can be added to any standard Certify User Role. Retain the capabilities of their assigned User roleĪ Full Administrator manages the overall system configuration of their company's account. There are four special roles designated for users who need to perform additional actions within their company's Certify account:Ī User Administrator can view, edit, and create new users. 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. This article describes the Certify Expense User Roles and their capabilities.
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