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Certify's Cleanup Wizard is a simple tool that allows you to review and edit all expenses that Need Attention. This article shows you how to use the Cleanup Wizard tool.
Step 1: On your account homepage, under My Expense Reports, select Drafts.
Step 2: Select the Name of the expense report you want to open.
Step 3: Each expense that Needs Attention will have a small red flag next to the expense line in the Expense column. This signifies that the expense is missing some required fields or information and needs to be reviewed. Select Cleanup Wizard.
Step 4: A red message and a corresponding red outline will notify you which expense fields need to be reviewed and edited. If there is no red text or outline, verify that the expense data is correct. If there is another expense for review, click Next. To save your changes and close with wizard, click Finish.
Step 5: Once all of the expenses that Need Attention have been reviewed and edited, and the small red flags have been removed, select Submit for Approval.
Cleanup wizard is not showing up on my report
Hello Robert,
The Cleanup Wizard will only be available if you have expenses that require attention. After viewing your 2 drafts, none of the items require any additional information.
-Certify Support
How can I add a receipt to a Pending expense report??
Hello Bob,
Expense reports can not be edited in a pending status. Your approver will need to submit an inquiry to allow you to attach a receipt. I will follow up with you via email for more information.
-Certify Support
How do you link an expense to a credit card?
Hello Rob,
Credit card charges from the card on your Certify account will be automatically imported to your Wallet as Expenses. I'll reach out via email for more information.
-Certify Support
Cleanup Wizrd is not showing up in my draft. I have a duplicate expense, and I am unable to delete one of them. I was hoping the cleanup wizard could help, but it's not an available option. Help?!
Hello Jackie,
The Cleanup Wizard will only appear when there is an expense that is missing some required fields or information and needs to be reviewed. This Help Center article can assist you with deleting the duplicate expense: https://help.certify.com/hc/en-us/articles/203102734-Expense-Report-Other-Actions-Menu
-Certify Support