Certify
Index

Key Features

This page summarizes the main capabilities of Certify for Business Central.

Certify API Connection

  • Secure connection to the Certify API using an API key and API secret.
  • Configurable Base URL (defaults to the Certify v1 API endpoint).
  • A cut-off date so older expense reports are ignored.
  • Optional debug mode that surfaces the raw API responses for troubleshooting.

See API Connection Setup.

Expense Report Import

  • Download expense reports from Certify, page by page (filtered by the cut-off date, not by Certify approval status).
  • Drill into a report to load its individual expense lines on demand.
  • A list page showing report name, status, dates, total, employee, and department.
  • An internal Report Status (Waiting / Settled) that tracks which reports have already been turned into journal entries.

See Loading Expense Reports.

Category-to-G/L Mapping

  • Map each Certify expense category to a Business Central G/L account.
  • Mapping changes are written back to Certify through the API.
  • A fallback G/L account catches any line whose category is not yet mapped.

See Expense Category to G/L Mapping.

Dimension Mapping

  • Map Certify General Ledger Dimensions (GLDs) — labels and values — to Business Central dimensions and dimension values.
  • A dedicated Department Dimension setting maps the Certify department onto a Business Central dimension.
  • A "Harvest Dimensions" action that scans existing reports and auto-creates the dimensions, dimension values, and mappings it finds.

See Dimension Mapping.

Credit Card / Company-Paid Handling

  • Maintain a list of corporate cards (card name + last digits).
  • Map each card to its own balancing account (G/L or bank) so company-paid charges hit a clearing or card-liability account.
  • Reimbursable amounts are posted separately to the employee or vendor.

See Credit Card Mapping and Reimbursements and Company-Paid.

Currency and Tax

  • Post in the original transaction currency, or use Certify's converted amounts.
  • Automatic foreign-currency conversion to your local currency using Business Central exchange rates when needed.
  • A default tax area code applied when an expense line carries VAT, PST, or HST amounts.

See Currency and Tax Handling.

Flexible Reimbursement Posting

  • Post reimbursements per expense line, or aggregate all reimbursable amounts on a report into a single employee/vendor payment line.
  • Choose whether the payee is a Business Central Employee or Vendor.

Extensibility

The journal-generation logic raises integration events (for example, before and after inserting expense and reimbursement journal lines) so partners can extend posting behavior without modifying the app.