This article will show you how to manually create a new expense line on a draft expense report.
You may also want to add special expense types, like mileage expenses or per diem expenses.
Manually Creating a New Expense Line
1. On your account homepage, select Drafts.
2. Under My Expense Reports, select the expense report Name that you want to open.
3. Under Add Expense, input the expense details.
4. Click Save.
5. The new expense line will now show on your expense report.
Manually Creating a New Expense Line from a Receipt
1. On your account homepage, select Drafts.
2. Under My Expense Reports, select the expense report Name that you want to open.
3. Under My Certify Wallet, click Add next to the receipt you want to add to your expense report or click upload to upload a new receipt and add it to your report.
to upload a new receipt and add it to your report.4. A new expense line will show on your expense report. Click Edit to enter details.
5. Enter applicable details, and click Save.
6. The new expense line, with its receipt, will now show on your expense report.