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

account booking overview
SMART_READER_LITE
LIVE PREVIEW

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


slide-1
SLIDE 1

Karina Cruz Procurement

ACCOUNT & BOOKING OVERVIEW

slide-2
SLIDE 2

Agenda

  • What is Certify?
  • Certify Account
  • Booking
  • Booking on behalf of others
  • Group travel
  • International travel
slide-3
SLIDE 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

slide-4
SLIDE 4

Links to Certify & CSUCI Travel Website

  • Certify: go.csuci.edu/travel
  • CSUCI Travel Website: www.csuci.edu/procurement/travel
slide-5
SLIDE 5
slide-6
SLIDE 6
slide-7
SLIDE 7

Delegate Users

slide-8
SLIDE 8

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.
slide-9
SLIDE 9

Booking

slide-10
SLIDE 10

Airfare/Rail

slide-11
SLIDE 11

Hotel

slide-12
SLIDE 12

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.

slide-13
SLIDE 13

Car Rentals- Preferred Vendors

slide-14
SLIDE 14

Booking on behalf of others

slide-15
SLIDE 15

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

slide-16
SLIDE 16

Contact – Booking

Ce Cert rtify:

: 888

88-925-0510 Option 2 2

CI CI:

: karina.cr

cruz@cs csuci ci.edu