Certinia (formerly known as FinancialForce) is a cloud-based software solution that provides a range of financial management and accounting applications built on the Salesforce platform. There are two versions: PSA/SRP and FFA – Expensify supports connections to both.

Before connecting to Certinia: Install the Expensify bundle in Certinia using the relevant installer:

• PSA/SRP
• FFA
• Check the contact details in Certinia:
  • Confirm there’s a user and contact in Certinia that matches your main email in Expensify
  • Then, create contacts for all employees who will be sending expense reports
  • Be sure that each contact’s email matches the email address associated with their Expensify account

Connect to Certinia

1. Go to Settings > Workspaces > Groups > [Workspace Name] > Connections in Expensify
2. Click Create a New Certinia (FinancialForce) Connection
3. Log into your Certinia account
4. Follow the prompts until the connection between Certinia and Expensify is established

If you use PSA/SRP

• Each report approver needs both a User and a Contact
• The user does not need a SalesForce license

Then, run through the following steps before connecting to Expensify:

1. Set permission controls in Certinia for your user for each contact/resource
   • Go to Permission Controls
     • Create a new permission control
     • Set yourself (exporter) as the user
     • Select the resource (report submitter)
     • Grant all available permissions
2. Set permissions on any project you are exporting to
   • Go to Projects > select a project > Project Attributes > Allow Expenses Without Assignment
   • Select the project > Edit
   • Under the Project Attributes section, check Allow Expenses Without Assignment
3. Set up Expense Types (categories in Expensify - SRP only)
   • Go to Main Menu > + symbol > Expense Type GLA Mappings
   • Click New to add new mappings