Creating a New Expense Report

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The New Expense Report button will allow you to create an expense report anytime, on-demand. It automatically retrieves receipts and expenses from your Certify Wallet and adds them to a new or existing expense report, linking the receipts and expenses with matching dates and amounts. This article shows you how to Create a New Expense Report.

Step 1: Add receipts and expenses to your Certify Wallet. 

Step 2: Select New Expense Report.

 

Step 3: Select one of the options provided. After selecting an option, click Next.

 

Step 4: On the next page, complete all of the bold fields. Click Next.  

Step 5: The confirmation screen displays the number of receipts and expenses that are within the date range you provided in Step 4. Click Next to create the expense report.

Step 6:  On the My Expense Report page, review the expense report. Use the Link Receipts WizardClean Up Wizard, or add other expenses as needed. When finished, select Submit for Approval to complete the submission process.

 

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Comments

  • Avatar
    Keirsten Jaggers

    I cannot see my receipts?? I have scanned and uploaded them 4 times now. I've never had this issue before. Suggestions?

  • Avatar
    Candice Camfferman

    Hello Keirsten,

    I will reach out to you via email with more information.

    -Certify Support

  • Avatar
    Dsbarker

    How do I submit mileage and tolls that do not have receipts?

  • Avatar
    Steve Revesz

    Hello Debra,

    There are 2 ways to add expenses to Certify when you don't have receipts. You can add them with Certify Mobile on your phone or you can create them within a draft when creating an expense report:

    To add mileage using your computer use the link below to guide you step-by-step:
    https://certify.zendesk.com/hc/en-us/articles/203102744-Creating-a-Mileage-Expense

    To add mileage using your phone within Certify Mobile use this link below to guide you step-by-step:
    https://certify.zendesk.com/hc/en-us/articles/203329460-Adding-Expenses-using-Certify-Mobile

    -Certify Support

  • Avatar
    Ndejesusbenjamin

    Added receipts for an expense report for myself and one for my manager. I can see the receipts I upload but she is not able. She informed me that in the box where the receipt should be, she had to click download to find the receipt. Am I doing something wrong?

  • Avatar
    Candice Camfferman

    Hello,

    I will follow up with you via email for more information.

    -Certify Support

  • Avatar
    Lori Lassitermorris

    I am completely new to this. Can I still use Concur?? If not where can I get training on this??

  • Avatar
    Jillian McLeod-Tardiff

    Hello Lori,
    For questions about your company's internal expense management policies, you'll need to speak with your Certify System Administrator. You can find their contact information by clicking Support at the top of your Certify Home page. I'll reach out via email for more information.
    -Certify Support

  • Avatar
    Rick Hey

    How do I add company mileage to my existing expense statement?

  • Avatar
    Laura Ramage

    Hello Rick,

    To create a mileage expense on your draft report, you will want to use the Add Expense option, and use a mileage category. I will follow up via email with more information.
    -Certify Support

  • Avatar
    Tsteinhoff

    I am not able to complete Mileage expense report map it is not working

  • Avatar
    Jillian McLeod-Tardiff

    Hello Teri,
    I'm sorry to hear you're having trouble using the MapIt! feature. I will reach out via email to provide more information.
    -Certify Support

  • Avatar
    Robert Neal

    Comment self-deleted. 

    Edited by Robert Neal
  • Avatar
    Sohaib Mujtaba

    Hi,
    Please can you let me know if it is possible to have a different criteria than date range? For example for my company project code is the key field and our expense reports in Certify are prepared on project code basis (with each report containing expenses for just one project). Can we change the criteria to project code? just to confirm we do have project code as a field on the expense input screen for both the app and web version.

  • Avatar
    Jennifer Richardson

    Hello Sohaib,

    The Start Date and End Date are required fields and cannot be changed. However, you can have users add the Project code information in the Expense Report Name or the Description field.

    -Certify Support