Certify has produced a brand new user experience to our user interface. The new interface is simply more automated and visual; moving from text to small icons, pairing sections together intuitively, and allowing easy management of your expenses.
Our Home screen got a big makeover, promoting cohesive actions and organizing your screen.
Certify Wallet: Now first and foremost at the top. You will see a preview of the last 3 items submitted to your wallet with a link to all items at the bottom.
Add Receipts: This section highlights your options to submit receipts, replacing the information on the old Receipts tab. Click on either of them to get started.
My Expense Reports: Now you have one easy button to create your report! This is our Automatic Expense Report Wizard. You will still see each workflow level that your reports are currently in.
Schedule My Expense Reports: Highlighting our ReportExecutive tool, you now have a direct link to configure it for yourself if your company has not done so.
Inquiries: Unanswered inquiries from approvers are highlighted in red.
My Approval Requests/My Processing Requests: Now listed on the right-hand side rather than in the middle of the screen. Pending requests will be highlighted in red.
What's New: This area moved over to the right hand side for you to keep up on our latest enhancements.
SpendSmart: The same tool to rate your vendors and browse others.
You'll notice the Receipts tab, previously in the upper right-hand corner, is now Wallet. Since the Receipts tab converted to the Add Receipts box, the new tab will allow you to click directly into your Wallet from any screen.
The footer, on all screens, will allow you to toggle between the classic and new user experience on your own.
Use the rating tool on the right-hand side to tell us what you think!