Emailing Receipts

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Email is a quick and convenient method for adding receipts and expenses to your Certify Wallet. When email with receipt attachments or expense data is sent to receipts@Certify.com, the receipt or expense data will be automatically parsed and added to your Certify Wallet. You can email receipts from your computer's email service, or from a mobile device with email capabilities. If you are sending receipts from alternate email addresses, you may Add an Additional Email Address to your Certify account. This article shows you how to email receipts and expenses to your Certify Wallet. 

Step 1: Create a new email using your company email service. In the To field, enter receipts@certify.com. In the Subject line, enter the receipt name. Alternatively, if a vendor has emailed you a receipt, you can forward the emailed receipt to receipts@certify.com. 

Step 2: Attach your receipts to the email. Any number of receipts may be attached, however, the total size of the email (including any text and signatures) must be under 4 MB. Certify will accept all popular image file types such as jpg, gif, bmp, pdf, tiff, etc. Click Send.

When Certify receives the email with your receipt or expense data, the data is automatically parsed and added to your Certify Wallet. If you would like to review the receipts or expenses that were added to your Certify Wallet, log into your Certify account to view your Wallet.

 

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Comments

  • Avatar
    Yuliya Heckert

    How admins can email receipts to the receipts@certify.com on behalf of the delegated users and to make sure that receipt it's being emailed to the correct delegated user certify wallet. Each Admin has at least 3-4 managers. Thank you

  • Avatar
    Tyler Christian

    Hello Yuliya,

    Thank you for reaching out to Certify Support.

    As an Admin and delegate user, you have the capability to add receipt images to their Certify Wallets and then send the receipts to another user's account for which they have delegate user access. See the link below for additional help.

    https://certify.zendesk.com/hc/en-us/articles/204091080-Send-Selected-Receipt-as-a-Delegate

    Regards,
    Certify Support

  • Avatar
    Jmcintosh

    Hi - Can you tell me how long (range of time) it takes for an emailed receipt to appear in a user's wallet?

  • Avatar
    Scott Schwartz

    emailed receipts not showing up?

  • Avatar
    Andrew McFarland

    Hello Jessica and Scott!

    Jessica, emailed receipts typically take about 2-3 minutes to import, depending on current server load. If you are not seeing the receipt after this amount of time, please send an email to support@certify.com and we will investigate further!

    Scott, I'll follow up shortly via email with more information.

    -Certify Support

  • Avatar
    Kelsy Jones

    I and another employee of mine are also having this issue!!!

  • Avatar
    Kimberly Glenn

    Hello Kelsy,

    Thank you for contacting Certify Support. We have followed up with an email so we can determine why email receipts were not appearing in your Wallet.

    -Certify Support

  • Avatar
    Carina Canning

    Hello, the pdf files are not being recognised either by emailing in bulk or using the upload function. I am currently going through the painstaking process of saving these all as JPEG as it seems to recognise that, but not PDF. Please advise when this is resolved.
    Thanks

  • Avatar
    Laura Ramage

    Hello Carina,
    I'm sorry to hear you are having difficulty emailing receipts. I will reach out via email for more information.

    -Certify Support

  • Avatar
    Jean-Marc Guyomar

    Hello, receipt attached to an email,send to the receipt address, appears to be blank when arrived in certify (mostly PDF). What is the issue? please feel free to send an email. Thanks

  • Avatar
    Tripp Richardson

    Hello Jean-Marc,
    I'm sorry you are having trouble emailing receipts. I will email you directly to get this resolved.

    -Certify Support

  • Avatar
    Jennifer Lloyd-Randolfi

    Does the email receipt function only work if the receipt is an attachment? I have forwarded several emailed receipts (for example from Amazon) where the information is in the body of the email and they are not showing up in my wallet.

  • Avatar
    Jennifer Richardson

    Hello Jennifer,
    Receipts can be emailed as attachments or in the body of the email. Either way will allow the receipts to import into your Certify Wallet. I will reach out to you via email to get additional information to assist you further.

    -Certify Support

  • Avatar
    Alicia Y Skaggs

    Is there a way to upload multiple receipts WITHOUT splitting them into separate documents or pages? Fro example, I know you can upload multiple via online or through email, but does each receipt need to be a separate image or does 1 pdf file with the receipts listed on separate pages work? Thank you!

  • Avatar
    Jennifer Richardson

    Hello Alicia,

    There should be one receipt listed per image or PDF uploaded. You can then email multiple receipt attachments or upload multiple receipt documents. When receipts are listed individually they allow for easy placement on an expense report.

    -Certify Support

  • Avatar
    Onemercantile

    The attachments to our cardholders' emails are not showing up in the wallet, only the email. What do we need to do to get the attachments to appear in the wallet?

  • Avatar
    Kimberly Glenn

    Hello Bradley,

    There are three main things we need to be sure of when emailing receipts, the receipts are being emailed to receipts@certify.com, they are under 4 MB, and they are being sent from the email associated with the Certify account. We will follow up via email!

    -Certify Support