Manually Creating a New Expense Line on Your Draft Report

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.

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2. Under My Expense Reports, select the expense report Name that you want to open.

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3. Under Add Expense, input the expense details.

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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.

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2. Under My Expense Reports, select the expense report Name that you want to open.

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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.

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4. A new expense line will show on your expense report. Click Edit to enter details. 

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5. Enter applicable details, and click Save.

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6. The new expense line, with its receipt, will now show on your expense report. 

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