Organizations both large and small recognize the value of a comprehensive travel policy. However, simply having a company T&E policy is no guarantee that employees will follow it. This webinar teaches you how to effectively communicate and enforce your organization’s T&E policy, best practices for automating expense management for greater compliance, and what to look for in a web-based expense management software to help support your compliance needs.

1. An effective solution: Certify
• Online and mobile expense report platform that takes your expense policy and turns it into an
automated and efficient machine.
● Total visibility on spending at any moment.
● Web and mobile app: Get access to all related information from whenever you are
● API integrations: Certify API is a RESTful API that enables you to build applications and
integrations that interact directly with data in Certify. Make calls directly to our API endpoints
without having to login and access the data manually.
● Easy reporting: Ability to analyze your business expenses with reports
● Integrated financial data: fully automated integrations with AP, HR, payroll, credit cards and
more for seamless communication between critical systems
● Custo, tax tables, GSA per diem configuration, global support, multiple languages and currencies
● Integrated travel booking and policy enforcement, imaging and vendor management, international
reimbursement, and more
● Included features: implementation, training and support

2. Certify Reports & Features
• Enterprise Dashboard
• Expense Policy Review
• Expense Report Statistics
• P-Card Reconciliation Report
• Reconciliation and Accrual Workbench
• Travel Vendor Reports

3. Enterprise Dashboard
• Visual report showing charts and lists of
expense information
• Quick, overall snapshot of data, without
needing line-by-line detail
• Specific spend
• Number of processed reports
• Employees who expense the most
• The most policy violations
• Unprocessed accrued expenses
• A summary of all pending and processed
report status details
• Workflow speed

4. Expense Policy Review
• View all policy violations in Certify
• Analyze your current policies and limitations, in addition to
employees' compliance
• See if approvers are sending inquiries and adding notes while
reviewing violations
• Discover how often specific violations are being violated within a
given time frame

5. Expense Report Statistics
• View summary data of approval and
processing of expense reports
• Assess general usage trends and
return on investment

6. P-Card Reconciliation Report
• Holds credit card transaction data from corporate
credit card feeds
• Reconcile and find transactions that were either
deleted or did not import into a user's Certify
Wallet
• See all imported transactions from the last 90 days
with matching expenses in Certify

7. P-Card Reconciliation Report
• View all non-reimbursable expenses
• Analyze by date of the expense or by the date of
expense report processing
• Reconcile company-paid credit card statements

8. Travel Vendor Reports
• The Top Hotel Vendors report shows all hotel vendors used with total
amounts spent with each
• The Top Rental Vendors report shows automobile and other rental
companies used with total amounts spent with each
• The Top Travel Carriers report shows travel carriers used with total
amounts spent with each

9. Certify Best Practices
• Take advantage of your time in implementation and use our expert Implementation
• Coaches for guidance and suggestions
• Require expense details to help prevent mystery or fraudulent expenses
• Use credit card feeds to rely on details coming directly from the bank
• Lock credit card expenses to disallow editing in Certify
• Turn off edit rights for approvers so expense details are only provided by the original
submitter
• Use locked workflow functions as much as possible to ensure the appropriate approvers
are reviewing expense reports
• Each approver is logged in the expense report’s history, which can provide insight into
approver trends over time
• Track approval paths in the Expense Report Approvals report