In order to request a check online, you must create a new expense report in Certify. Please keep these tips in mind as you create expense reports:
- Create expense reports regularly
- Start a draft report and build on the report over a set period of time e.g., weekly, biweekly, monthly.
- Create a naming convention for uploaded receipts to be stored in your wallet so that they can be easily identified.
- If you submit reimbursements on behalf of someone else, create a specific naming convention for receipts for that person.
To create an online expense report in Certify: