Release Notes: April 7, 2017

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Edit Items within the Wallet

Users may now edit items directly in the Certify Wallet prior to report creation. This can be helpful to correct details to aid linking of matching receipts and credit card expenses. The Edit button is visible after expanding an item or the entire Wallet. 

See Editing Receipts in the Wallet and Editing Expenses in the Wallet for detailed instructions. 

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Comments

  • Avatar
    Matthew Maggiore

    Hi! Thanks for this update...it is great! Can Certify add a red box around or red asterisk near any expenses needing attention while in the wallet? Some type of marking would make it so much easier to go through wallet items and "clean-up" before ReportExecutive creates each month's draft. Thanks, again!

  • Avatar
    Jillian McLeod-Tardiff

    Hi Matthew!

    Thank you for your feedback! We will pass along your suggestion and will be in touch if this feature is implemented.