Connect To Certinia

Certinia (formerly FinancialForce) is a cloud-based financial management solution built on the Salesforce platform. Expensify supports integrations with both Certinia PSA/SRP and FFA versions, allowing you to streamline expense reporting and approvals.

Prerequisites for Connecting Expensify to Certinia

Before connecting Expensify to Certinia, complete the following setup steps:

1. Install the Expensify bundle in Certinia
   • PSA/SRP Installer
   • FFA Installer
2. Verify Contact Details in Certinia
   • Ensure there is a user and contact in Certinia that matches your primary email in Expensify.
   • Create contacts for all employees who will submit expense reports.
   • Make sure each contact’s email matches their Expensify account email.

How to Connect Expensify to Certinia

1. Navigate to Settings > Workspaces > Groups > [Workspace Name] > Connections in Expensify.
2. Click Create a New Certinia (FinancialForce) Connection.
3. Log in to your Certinia account.
4. Follow the on-screen prompts to establish the connection.

Additional Setup for PSA/SRP Users

If you are using Certinia PSA/SRP, complete the following additional steps before connecting to Expensify:

1. Configure Permission Controls

• Go to Permission Controls and create a new permission control.
• Set yourself (the exporter) as the user.
• Select the resource (the report submitter).
• Grant all available permissions.

2. Configure Project Permissions

• Navigate to Projects > Select a Project > Project Attributes.
• Enable Allow Expenses Without Assignment.
• Click Edit and ensure this setting is checked under the Project Attributes section.

3. Set Up Expense Types (SRP Only)

• Go to Main Menu > + Symbol > Expense Type GLA Mappings.
• Click New to add and configure expense type mappings.

By following these steps, you’ll successfully integrate Expensify with Certinia, enabling seamless expense reporting and approval workflows.