If your company uses Certify for expense reporting, you can import expense reports into Apprise as accounts payable vouchers.
Note You must obtain a license to integrate Apprise with Certify.
Expense reports from Certify are imported into Apprise in Accounts Payable Voucher Import. Before you import expense reports, you must perform the following integration setup:
Certify uses standard ISO currency codes. The currencies in Apprise must be set up the same as the currencies in Certify.
Each user entering expense reports in Certify must be set up as a supplier in Apprise. The supplier code in Apprise must match the Employee ID field in Certify.
Each supplier for which expenses will be imported from Certify must be set up with a default payment method. All expense vouchers created in Certify will also use the default payment terms on the supplier, which is already a required field.
All reimbursable expenses set up in Certify must have valid and formatted general ledger accounts defined. The general ledger accounts will not be validated in Certify. Verify that the accounts are valid when setting up the expense categories in Certify. The general ledger accounts must be formatted the same in Certify as in Apprise. If the accounts do not match the accounts in Apprise, vouchers cannot be imported and the import log file will include error messages.
When this setup is completed, you can process expense reports in Certify. After marking expense reports as processed in Certify, output the Certify Accounts Payable Report and select the AP Detail option. An Excel spreadsheet is generated, which can then be imported into Apprise in Accounts Payable Voucher Import.