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Reimbursing through ACH

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Certify users have the option to reimburse employees through Certify using our ACH service. A user with the Treasurer permission, assigned by your Certify Administrator, will have the ability to initiate ACH. This article shows you, a Certify Treasurer, how to initiate ACH payments.

Step 1: Login to your Certify Home page. The company-designated Treasurer(s) will have a Reimbursements box on their Home screen. Click on Reimbursements.

 

Step 3: Select the reports to initiate ACH reimbursement on. 

Please Note: Only reports from employees who have entered and saved their Direct Deposit information will allow selection. 

Please Note: If an employee has not saved their Direct Deposit information, you may select Mark as Paid to reimburse outside of Certify.

Step 4: Click Submit. Dependent on your company's ACH contract, reimbursement will be sent to the employee within 2-5 business days.

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  • Avatar
    Christine Collett

    How do I reprocess a reimbursement if the item was rejected? The bank account information has been corrected.

  • Avatar
    Michelle Negrete

    Hello Christine,

    Since the initial reimbursement did not go through, it will be necessary to handle the reimbursement internally. Now that the user's bank information has been updated, moving forward all reimbursement will go to that account.

    Kindly,
    Your Certify Support Team