FAQ

Travel Frequently Asked Questions

How do I cancel a reservation booked in Certify?

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

How do I log in to Certify?

Navigate to the Certify login page and sign in with your existing university credentials (CSUEB NetID and password).

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

How do I log in to the Certify Mobile app?

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.

What internet browser can I use for Certify?

What types of travel can be used to submit expense reimbursements in Certify?

How do I approve an expense report?

How do I provide access for others to book travel on my behalf?

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 Assigning and Managing Delegate Users 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.

How can I recall an expense report I have already submitted?

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.

Recalling an Expense Report

How can I split an expense into two categories or departments?

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.

Splitting an Expense

Can I add a group of meal attendees to my account?

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.

Adding Groups of Meal Attendees to Your Account

How can I book travel under my legal name?

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.

How do I enter a mileage expense?

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.

What are the methods for adding receipts to Certify?

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

Can I have someone approve on my behalf if I am out of the office (sick or on vacation)?

How can I input a different currency?

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: Configuring Multiple Currencies.

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

How do I enable Lyft/Uber receipt integration?

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

Lyft Receipt Integration

Uber Receipt Integration

Does the system alert you if you forget to attach something?

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.

Does the system stop you from inputting a reimbursement if it is outside of the CSUEB travel policy?

The system will not stop you from inputting reimbursement but it may flag it. If the reimbursement is outside the CSUEB 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.

FAQ