Using ReportExecutive

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Certify ReportExecutive automatically builds expense reports for you by merging all of the receipts and expenses in your Certify Wallet. Once the expense report has been built, you will receive an email letting you know that the expense report needs to be reviewed and submitted. 

If your Certify Administrator has already set your ReportExecutive schedule, your ReportExecutive section will note the Build Day schedule. The Build Day is the pre-selected day that ReportExecutive will create your expense report by merging all of your receipts and expenses currently in your Certify Wallet that are within the date range indicated in the ReportExecutive settings.

Please Note: If your Certify Administrator has not configured ReportExecutive for you, you can set your own schedule. See Setting an Individual ReportExecutive Schedule.

Step 1: For ReportExecutive to run, you will need to have receipts and expenses in your Certify Wallet. If you have a credit card linked to your Certify account, expenses may be automatically imported to your Certify Wallet. You can add receipts and expenses using any of the methods listed in the Add Receipts section of your account homepage.

Step 2: On the ReportExecutive Build Day, a draft expense report will be created from the receipts and expenses in your Certify Wallet. The draft expense report will be available in your account for you to review and submit under My Expense Reports

Step 3: On your account homepage, select Drafts under My Expense Reports, and on the next page, click the expense report name you want to review. You may need to use the Link Receipts Wizard, Cleanup Wizard, or add expenses and receipts that were not included by ReportExecutive. When you have finished reviewing your draft expense report, select Submit for Approval.

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Comments

  • Avatar
    Srousslang

    When does it sync with the credit card?

  • Avatar
    Jennifer Richardson

    Hello Sandy, It can take up to 3 business days after the date of the transaction for credit card expenses to import into your Certify Wallet.

    -Certify Support

  • Avatar
    Fancis Wong

    The ReportExecutive will run around 4am Eastern on the build date? What should I do if it doesn’t run after 2 days (no draft report is found)?

  • Avatar
    Allison Dickey

    Hello Fancis,
    Report Executive will not build a draft report if there are no expenses or receipts in your Certify wallet that fall within the date range. I have also reached out to you through email.
    -Certify Support

  • Avatar
    Brandy Tucker

    I do not have a "Direct Deposit" option, under the Account Settings/My Account link. How will I receive my funds for approved reimbursements?

  • Avatar
    Laura Ramage

    Hi Brandy,
    Not all companies elect to use Certify for the reimbursement process. I will reach out via email with more information that is specific to your company.

    -Certify Support

  • Avatar
    Randi Tafoya

    Can this report executive be set up with recurring fields such as "blank text fields" that auto populate each month?

    Edited by Randi Tafoya
  • Avatar
    Jillian McLeod-Tardiff

    Hello Randi,
    I will reach out via email to provide more information.
    -Certify Support

  • Avatar
    Yuka Ochiai

    Will report executive create a second report if a person already has a draft expense report?

  • Avatar
    Jillian McLeod-Tardiff

    Hello Yuka,
    ReportExecutive will not create a report if a user has already manually started a Draft within the set date range. I will reach out via email to provide more information.
    -Certify Support

  • Avatar
    Ed Huels

    What happens to an expense report that is not submitted before the next ReportExecutive scheduled build? Will the items from the previous report be moved to the new report, or will there be two reports to be submitted?

  • Avatar
    Tyler Christian

    Ed,

    Once an automatic expense report is built, it goes into your Drafts. When another expense report is built it will go into your draft along with the other one built. The items from your previous report will not go into the new expense report built.

    Thanks,
    Your Certify Support Team