FAQ

Travel Frequently Asked Questions

Certify’s Travel module provides you with a direct method for cancelling an existing reservation.

Any expenses incurred due to the cancelled reservation will be charged to the department, and the traveler must provide a valid justification for the cancellation. Note: Flight cancellations are subject to the airlines policies, as are the hotel and car rental.

If a credit is issued by the airline, every effort must be taken to use the credit on the next business trip, prior to expiration date. The credit amounts and expiration dates are noted in your Certify Travel module.

Certify Cancellation Detailed Instructions

Navigate to the and sign in with your existing university credentials (绿帽换妻 NetID and password). 

If you are experiencing any issues, you may submit a support ticket through the Service Desk.

For instructions on downloading and logging in to the mobile app, please access the How to Create and Submit Expense Reports guide and click on "Mobile Uploading" in the table of contents. There is an initial one-time setup that will need to be completed.

Any browser of your choice, on any device, as long as it can access the internet.

All Domestic and International Travel.

Please access the How to Approve Expense Reports step-by-step guide.

Certify allows users to designate other users (Delegate Users) to act on their behalf within Certify. This includes, preparing and approving expense reports and booking travel. Please access the article on the Certify Help Center to learn how. Note that traveler should always submit his/her own expense reports. A delegate user should not submit a report on another person's behalf.

Occasionally, you may need to make edits to an expense report after it has been submitted for approval. If the expense report has not been reviewed by your manager, it can be recalled and sent back to your expense report Drafts folder for further editing. 

Some expenses may need to be split into two or more categories, departments, or projects. For example, a lodging fee may also include meals or parking expenses. This article shows you how to use the Split Expense function in Certify.

For frequent attendees on your meal expenses, you have the ability to pre-populate Groups of attendees for easier selection. For example, groups could be certain departments, teams, or attendees from a specific customer. 

When booking travel through Certify, if the system is not displaying your full legal name, you can update your name by selecting "My Profile" on the left-hand navigation menu of the Travel Booking site.  Under the Basic Information section, you may update your Name, Middle Name, and Last Name. Be sure to click on the "Save Changes" button. The change is immediate and you should now be able to book your travel under your legal name.

Within your Expense Report, in the Add Expense box, select either of the two mileage Categories:

  • 606001 Travel-In State: Mileage or
  • 606002 Travel Out-State: Mileage.
Enter the locations in the From/To fields, and use the MapIt! tool to calculate your mileage.

You may also access the Creating a Mileage Expense help article for more information.

Users can upload receipts from their computer, add receipts using the mobile app, or email receipts to Certify:

Certify allows users to designate other users (Delegate Users) to act on their behalf within Certify. This includes, preparing and approving expense reports and booking travel. Please access the article on the Certify Help Center to learn how. 

Certify provides a currency conversion feature that allows you to report expenses in a foreign currency and have the expense amounts converted to your default currency. See Certify help article: 

After configuring this feature, see the help article to learn how to use it.

Certify allows for direct receipt integration with Lyft and Uber so that you do not have to upload the receipts to your Certify Wallet.

The exclamation icon in the receipt column will advise you if there is a receipt missing from an expense. However, the system is unable to send notifications for other requirements (e.g., forgot to attach conference agenda) since the solution is used for both travel and non-travel reimbursements.

The system will not stop you from inputting reimbursement but it may flag it. If the reimbursement is outside the 绿帽换妻 travel policy, it cannot be reimbursed unless the traveler uploads/attaches a justification for the exception.  In addition, this needs to be approved by the proper supervisor/manager with signature delegation of authority.

Yes, Certify sends expense approval reminder emails. You can from the My Account tab in Certify.

All 绿帽换妻 employees are automatically added to Certify. If you are experiencing issues logging in to Certify, you may submit a support ticket through the Service Desk. 

Generally, non-绿帽换妻 employees (e.g., 绿帽换妻 students, vendors etc.) will not be reimbursed using Certify. Instead, a manual reimbursement request should be submitted to the Accounts Payable Department.

For any travel/reimbursement policy questions, please contact the Accounts Payable Department.