Getting Started with Certify Expense

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Is it your first time using Certify or maybe you need a refresher? This article will lead you through Certify's best practices for creating and submitting expense reports.

Add Receipts using the Certify Mobile App

Step 1: Download the Certify Mobile app on your iPhone, Android or Windows mobile device.

Step 2: Login to the app with your Certify username and password.

Step 3: Tap the yellow Add Receipt button and take a photo of your receipt.

Step 4: Tap the Autofill button, and then enter the remaining expense details. Tap Save.

Step 5: Tap the Sync button in the upper left-hand corner of the homepage. Receipts will now be available in your Certify Wallet

 

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For a more in-depth guide on using the Certify Mobile app, please see our article Adding Receipts Using Certify Mobile  

Create your Expense Report

Step 1: In your Certify account on the web, view your Receipts and Expenses in your Certify Wallet.

Please Note: if you are logging into Certify for the first time, please see Logging into Certify for the First Time and New User Setup Wizard.

Step 2: On the Certify homepage, click the New Expense Report button. 

Step 3: Select the option to Add all items to a new expense report. 

Step 4: Enter an expense report name and date range. Click Next

Step 5: On the next page, click Finish to see your new draft expense report. Certify will automatically merge receipts and credit card expenses with the same date and amount. 

For a more in-depth guide on creating your expense report, please see our article Creating a New Expense Report

Edit your Expense Report

Step 1:Use the Link Receipts Wizard to attach receipts in your Certify Wallet to expense lines. 

Step 2: Use the Clean Up Wizard to edit receipts that need attention, indicated by the red triangle in the Expense column. 

Step 3: Edit individual expense lines by clicking the pencil icon. 

Step 4: Add mileage expenses in the Add Expense box. 

Step 5: Use the Other Actions menu to split expenses (itemize). 

Submit for Approval 

Step 1: Verify that everything on your expense report is accurate.

Step 2: Click Submit for Approval.

Step 3: Enter optional comments for your Approver, and click Submit

Step 4: Review your expense report status in the Pending Approval folder.

 

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