Certify

Atriis implementation fee: consult your Order Form or the Extended Services List. Alternatively, you can contact your Customer Success Manager who will confirm the pricing.

In addition, be aware that the provider may charge you for the implementation. Please contact them directly.  

Introduction

Certify is an Expense report software, for small business and enterprise. As employees snap receipts and submit mobile expense reports, your accounting team will enjoy a streamlined process with powerful compliance and reporting tools.

Employees can make their expense process even easier and faster by integrating the solution to Atriis. For every trip booked, an email to Certify is triggered, capturing all booking details and adding to the Expense sheet. 

For more information, you can visit their help center where you will find many information on their features and functionalities.

They also offer videos to help get new users started. We would recommend watching the following videos in order:

-Certify Mobile

-Certify Wallet

-Creating Reports

Account creation

1. New clients

You need to contact Certify directly at [e-mail]

1. Existing clients

Nothing specific to do. Simply follow the set up steps described below.

Administration

Adding Certify to your portal is extremely simple! No initial set up has to be handled on your portal by Atriis. You only need to open the Corporate Administration of the Corporate Account you would like to set up Certify for. 

Assign Certify as the Expense Type, Save and that's it! 

Testing

Everytime you book a product in Atriis, an automated email is sent to Certify ([e-mail]) containing:

• Traveller’s email
• Product description
• Dates
• Total cost

To match user in Atriis and Certify, the username has to be the same. If Certify doesn’t recognize the user, then an automated email is generated so you can take all necessary actions. 

Set yourself a user on Certify and in Atriis. Make a booking in Atriis (make sure to select a product that can be cancelled without any charge). To avoid any issue, you can make a test by creating a Manual Quote. 

As soon as the booking is made, an email will be triggered and you can check on Certify if the booking has been added. In case of doubt or issue, open a ticket on Zendesk and we will assist you.