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 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.
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.
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.
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.