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ACCOUNT & BOOKING OVERVIEW Karina Cruz Procurement Agenda - PowerPoint PPT Presentation

ACCOUNT & BOOKING OVERVIEW Karina Cruz Procurement Agenda What is Certify? Certify Account Booking Booking on behalf of others Group travel International travel What is Certify? Certify is a cloud-based


  1. ACCOUNT & BOOKING OVERVIEW Karina Cruz Procurement

  2. Agenda • What is Certify? • Certify Account • Booking • Booking on behalf of others • Group travel • International travel

  3. What is Certify? • Certify is a cloud-based management solution that makes booking travel and expense reporting easy. In this new system, employees can book travel, save and submit electronic receipts, complete expense reports, and receive reimbursements quickly. • The current system in place for the campus only allows for the online booking of travel

  4. Links to Certify & CSUCI Travel Website • Certify: go.csuci.edu/travel • CSUCI Travel Website: www.csuci.edu/procurement/travel

  5. Delegate Users

  6. Mobile App The Certify Mobile App allows you to: • View receipts and expense reports • Upload receipts by taking a picture of the receipt or uploading one from your camera roll. • Create and submit reimbursement requests. • Make travel arrangements.

  7. Booking

  8. Airfare/Rail

  9. Hotel

  10. Car rental • Two ways to rent a car: – Enterprise.com – Certify • In Certify only cars being picked up or dropped off from an airport are allowed to be reserved. • All other reservations can be direct billed using our enterprise account information.

  11. Car Rentals- Preferred Vendors

  12. Booking on behalf of others

  13. Group/International travel • International Travel must be approved by the University President before any reservations are made. • Reservations for group travel can now be made online

  14. Contact – Booking Ce Cert rtify : : 888 88-925-0510 Option 2 2 CI CI : : karina.cr cruz@cs csuci ci.edu

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