Reviewing Receipts & Expenses in Your Certify Wallet

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The Certify Wallet is where all captured receipts and imported credit card expenses are stored before they are added to an expense report. This article shows you how to review the items in your Certify Wallet

On your account homepage, select More Items under My Certify Wallet.

Within the Wallet, you have several options:

Viewing Receipts - View a specific receipt image by clicking the view (document) icon next in the Receipt column.

Changing a Name - Change the name of an item by clicking the edit (pencil) icon next to the Merge button, entering the new name in the field provided, and clicking the save (disk) icon to save your changes.

Deleting an Item- Delete an item by selecting the receipt or expense, and click Delete at the bottom.

Please note: If an item is deleted, it cannot be recovered.

Please Note: The Certify Administrator at your organization may make imported credit card expenses read-only, meaning that you will not be able to edit or delete them. To make changes to read-only expenses, contact your company's Certify Administrator.

Edit Details - To make edits to the actual details, such as Vendor Name, Date, or Expense Category, open the little arrow in the Category/Details button to show the individual edit button. 

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Add to Report - Add receipt and expenses to an expense report by selecting the checkbox next to each item you want to add, and then selecting Add to Report at the bottom of the page.

Send Items - As a Certify Administrator or delegate user, move selected receipts from your Certify Wallet to another user's account.

View Full Image, Zoom, and Rotate - View the full receipt image in a new browser window by clicking the document icon in the Receipt column; you can then Zoom In, Zoom Out, or Rotate the receipt image.

Edit Description - Edit the description for the item. 

Detailed View - Expand all available details for all items in the Wallet.

Upload Receipts - Click the upload icon in the upper right-hand corner to access all methods to add more receipts to your wallet.

Refresh - Use the refresh icon in the upper right-hand corner to refresh your wallet.

Merge - This optional view combines receipts and expenses in your Wallet together into one section. It will merge matching receipts and credit card expenses.

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Comments

  • Avatar
    Jasmine Berg

    Sometimes receipt information will show up in the Certify Wallet, but there is no document icon to view the receipt. What would cause that?

  • Avatar
    Jillian McLeod-Tardiff

    Hi Jasmine!
    If an item in your Wallet doesn't have the receipt icon in the Receipts column, that means it's an expense, rather than a receipt. If a receipt and an expense share the same date and dollar amount, they can be merged together in the Wallet if the Merge Items feature is turned on.

  • Avatar
    Sam Youngs

    The "Changing a Name" function is broken. I used it all the time, but now it doesn't work. When hitting "Enter" or clicking the "Save" icon, the descriptions all gray out, and the newly entered description is not saved. I reload the page, and it reverts to the old description. Please fix.

  • Avatar
    Kamara McGlorn

    Hello Sam,

    Thank you for contacting Certify Support, and bringing this to our attention. I apologize that Certify isn't functioning properly, and have sent you an email in regards to the issue you are describing.

    - Certify Support

  • Avatar
    Terry Jarocki

    How do I delete an expense report that hasn't been submitted?

  • Avatar
    Candice Camfferman

    Hello Terry,

    On your homepage, select Drafts, under Actions select the red X to the left of the report name that you would like to delete.

    - Certify Support

  • Avatar
    Justin Berry

    How to I create my mileage to add to a expense report

  • Avatar
    Jillian McLeod-Tardiff

    Hi Justin,
    Here's a link to another article in the Help Center with instructions on how to create a Mileage expense:
    https://help.certify.com/hc/en-us/articles/203102744-Creating-a-Mileage-Expense
    I'll follow up via email to provide more info.
    -Certify Support

  • Avatar
    Pharrington

    Is there a way to organize your receipts into one folder per trip?

  • Avatar
    Candice Camfferman

    Hello Paul,

    You can create expense reports by trip to separate the expenses. I will follow up via email with more information.

    - Certify Support

  • Avatar
    Melissa1 Hubbard

    How do I set up direct deposit?

    Edited by Melissa1 Hubbard
  • Avatar
    Steve Revesz

    Hello Melissa,

    I will follow up with you via email with information on direct deposit in Certify.

    -Certify Support

  • Avatar
    Mark Hawks

    Can I look back at former paid expense reports, want to make sure I don’t post an expense twice. I have expenses posted I thought was paid already, but I’m not totally sure.

  • Avatar
    Laura Ramage

    Hello Mark,

    You can always access previously submitted expense reports. You can find previously submitted reports on the home page under "Archived". You can also find previously submitted reports under Analytics, using the report "Processed Expense Reports". I will follow up via email as well.

    -Certify Support

  • Avatar
    Vikki Medley

    if i paid for gas for the company rental; that is reimbursable. Would i put that under expense or just put receipt in??

  • Avatar
    Tyler Christian

    Vikki,

    If you upload your receipt into Certify, an expense will automatically get created. However, if you don't have the receipt you'll have to add the expense. I'll follow up with you via email to make sure you understand.

    Thanks,
    Your Certify Support Team

  • Avatar
    Eric Mailloux

    How do I delete a sent duplicated expense thats in pending approval ?

  • Avatar
    Laura Ramage

    Eric,

    Users cannot edit reports when they are in the Pending Approval status. I will reach out via email to gain specific information about your report.

    -Certify Support

  • Avatar
    Ronda Van Billiard

    I have a hotel receipt that has accommodations, food and parking. How do I separate them into their proper categories?

  • Avatar
    Joel Hatfield

    Hey Ronda,

    In order to separate these charges by category, you will want to use the 'split expense' feature. We will send you additional information via email.

    -Certify Support

  • Avatar
    Didier Roelen

    It is not possible to insert the custommer destination!

  • Avatar
    Joel Hatfield

    Hello Didier, thank you for reaching out to Certify Support! We will be following up with you via email shortly to address this question!

    -Certify Support

  • Avatar
    Catherine M Lange

    Hello,

    Would you be able to add a scroll feature when viewing receipts? If they are from a long email you have to click in and out of zoom to try to find the correct part of the receipt, you can't scroll while viewing.

    Thank you,
    Catherine

  • Avatar
    Laura Ramage

    Catherine,

    I will follow up with you via email regarding this request.

    -Certify Support

  • Avatar
    Mark Russell

    How do I add a receipt to an item that was added automatically from the credit card I have on file with my account?

  • Avatar
    Kimberly Glenn

    Hello Mark,

    First, you will need to turn on the Merge feature in the Wallet (it's located at the top of the Wallet under the Home/Travel/Wallet/Analytics tab). To add a receipt to a credit card transaction, you will need to ensure the date and the amount on both the receipt and credit card transaction are the same- the two will then automatically merge.

    -Certify Support