Certinia FAQ

Why is my report not automatically exporting to Certinia?

An error is preventing the report from exporting automatically.

You can find the error in several ways:

• The preferred exporter (as configured in Expensify) receives an email with error details.
• The error appears in the report’s comments section.
• Automatic exports will continue to fail until the error is resolved.

How to resolve automatic export failures

1. Open the affected report in Expensify.
2. Review the error message in the comments section.
3. Make the required corrections.
4. Have a Workspace Admin manually export the report.

Why am I unable to manually export a report to Certinia?

Only reports in Approved, Done, or Paid status can be exported.

If the report is in Draft status, selecting export may result in an empty screen.

How to resolve manual export issues

1. Submit the report if it is in Draft status.
2. Have an approver approve the report if it is Outstanding.
3. Once the report is Approved, Done, or Paid, a Workspace Admin can manually export it.

Why are company card expenses exporting to the wrong account?

Company card expenses may export to the wrong account if the card export mapping is incorrect or if the exporter does not have proper permissions.

How to verify company card export mapping

1. Go to the navigation tabs on the left.
2. Click Settings.
3. Click Domains.
4. Select Company Cards.
5. Click Edit Export for the affected card.
6. Confirm the correct export account is selected.

Also confirm:

• The expenses display the Card + Lock icon, which ensures they are mapped correctly.
• The preferred exporter is a Domain Admin.

If the preferred exporter is not a Domain Admin, exports will default to the fallback company card account set in the Workspace configuration.

How to check the preferred exporter

1. Go to the navigation tabs on the left.
2. Click Workspaces.
3. Select your Workspace.
4. Click Accounting.
5. Click Configure.
6. Review the Export settings.

How do I disconnect the Certinia connection?

Disconnecting removes the active integration and clears imported options.

How to disconnect Certinia

1. Go to the navigation tabs on the left.
2. Click Settings.
3. Click Workspaces.
4. Select your Workspace.
5. Click Accounting.
6. Click the gray Disconnect button under the Certinia connection.
7. Confirm to disconnect.

Note: Disconnecting clears all imported options from Expensify.

Are there export limitations based on projects in Certinia?

Yes. Project settings in Certinia can prevent expenses from exporting.

Expenses can be exported when:

• Project Status = Active or In Progress
• Assignment Status = Closed, Active, or Completed
• Closed for Expense Entry = Unchecked

Expenses cannot be exported when:

• Project Status = Closed
• Closed for Expense Entry = Checked

How to resolve project export limitations

1. Check the Project Status in Salesforce.
   • If Project Status is Closed, expenses cannot be entered or exported.
   • If Active or In Progress, continue to step 2.
2. Verify the Closed for Expense Entry setting.
   • If checked, uncheck it to allow expense exports.
3. Manually test expense entry in Salesforce.
   • If manual entry works, the Expensify–Certinia integration should also allow export.

Does assignment status affect expense exports?

No.

Assignment Status in Certinia (Closed, Active, or Completed) does not impact expense entry or export.

Only Project Status and the Closed for Expense Entry setting affect export eligibility.