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Video instructions and help with filling out and completing Who Form 8854 Certify

Instructions and Help about Who Form 8854 Certify

Hi everyone, this is Andy Clark. I'm going to be giving you a brief overview of the web version of Certify, our ministry expense tool. Now, there are two places where you can interact with Certify. One is the web version, which we'll be going over in this video. The other is the Certify app. But for now, we're going to focus on the web version. To begin, you should go to the "Just for Staff" site. You can access it via staff.crmleaders.org and log in with your CRM email account. This is the homepage of the Just for Staff site. From here, you have a couple of options. On the left-hand side, you'll see a "Quick Links" section. The second option down is "Ministry Expenses and Certify." You can click on that or go to the finance tab and click on "Ministry Expenses." This will take you to the ministry expenses page on the Just for Staff site, where you can find valuable information and resources. If you want personal coaching, you can click on my name. If you want to know what expenses you can be reimbursed for, you can click on the ministry expense fact sheet. Now, if you're ready to get started with Certify and submit your expenses, you just need to click on the big red button that says "Click here to get started in Certify." This will open a new tab in your browser and take you to Certify's homepage. This is what you'll see each time you log in. Let me point out a few things on this page before we walk you through the expense report process. On the left-hand side, you see "My Certify Wallet." This is where all your expenses and receipts will be stored once you've added them to your Certify account....