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.
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.
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.
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.
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.
You may also access the Creating a Mileage Expense help article for more information.
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.
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.
All CSUEB 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-CSUEB employees (e.g., CSUEB students, vendors etc.) will not be reimbursed using Certify. Instead, a manual reimbursement request should be submitted to the Accounts Payable Department.