LU Insider

2021 Credit Card Reports now PAPERLESS and prepared in CERTIFY

Thank you to everyone who has submitted their first 2021 credit card report for the period January 1 – 15, 2021 using our new paperless system CERTIFY. If you still have to submit your report or review other’s reports, please do so by Friday, January 29. If you need more time, please let Financial Services know. We understand that the learning curve is high with a new system and we are more than happy to assist you.

PLEASE NOTE: If you did NOT use your credit card during the period of January 1-15, 2021 you do NOT need to submit a credit card report.

CERTIFY is also our new tool to submit a cash expense reimbursement request. Please remember to set up your ACH banking information in CERTIFY before you send your first reimbursement request. The link below provides a step by step guide to setting up your ACH banking information.

https://help.certify.com/hc/en-us/articles/202557014-Entering-Direct-Deposit-Account-Information-for-Domestic-ACH

TOOLS for YOU!

We encourage everyone to watch the following CERTIFY videos before you attempt to prepare or review your first expense report. The videos are SHORT (3-5 minutes) and very informative.

  • CERTIFY Mobile
  • CERTIFY Wallet
  • CREATING reports
  • APPROVING reports

https://help.certify.com/hc/en-us

We also encourage everyone to read through the Lawrence University CERTIFY Guide for helpful tips and FAQs. The guide can be found on the Financial Services webpage or by using the link below.

https://www.lawrence.edu/info/offices/financial_services

For your convenience you can access CERTIFY through VOYAGER under the EMPLOYEE SERVICES tab. This method will log you in to CERTIFY with your LU credentials.