Approving on Certify Mobile


Certify allows you to approve and process expense reports using the Certify Mobile app. This article shows you how to approve or process expense reports using Certify Mobile. 

Step 1: On your Certify Mobile app Home screen, tap Approval Requests. If the number of approval requests is incorrect, tap Sync to update the data.

Step 2: To view an expense report, tap the view (document) icon under the View column next to the expense report you would like to open.

Step 3: To view a specific receipt in an expense line, click the view (document) icon under the Receipt column. A red exclamation mark under the Receipt column indicates that there is no receipt image attached to the expense line. A green check mark in the Receipt column indicates that there is no receipt image attached to the expense line, however, no receipt is required for this expense according to your company’s policies. 

To view vendor and location details, tap the arrow (>) under the Details column. A red exclamation mark under the Details column indicates that the expense may be out of company policy.

If you have a question about an expense line, or about the expense report, there are several actions available in the Other Actions menu. To access this menu, tap the arrow (>) under the Actions column. In the Other Actions menu, select the action name. 

Step 4: To approve the entire expense report, tap Approve All next to Expenses. To approve specific expense lines, tap the green check mark under the Approval column for that specific expense line. After approving, tap Submit for Reimbursement to send the expense report to the next approver in the approval workflow. 

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  • Avatar
    Bruce Bultinck

    Need someone to call me and walk me through why my I-PHONE is not syncing?
    Thank you.

  • Avatar
    Allison Dickey

    Hi Bruce,

    We have reached out to you through email.

    Your Certify Support Team

  • Avatar
    Chip Corgill

    I do not see the approval column in the example images there is actions, status, details, amount, and receipt. Your instructions say to tap the (>) under the approval column. Can you please show me where that column is I can’t seem to find it based on your example images

  • Avatar
    Allison Dickey

    Hi Chip,

    We have reached out to you via email for additional information.

    Certify Support