Editing an Expense in a Draft Report

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If you need to make changes to an expense, but you have already added it to an expense report, you can edit it directly from the expense report.

This article shows you how to edit an expense in a draft expense report.

Step 1: On your Certify account homepage, select Drafts.

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Step 2: On the My Expense Reports page, select the Name of the expense report you want to open.

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Step 3: Click the Edit icon under the Expense column next to the expense line you want to edit. This opens the Edit Expense box below the expense report.

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Step 4: In the Edit Expense section, make edits to the expense data as needed. Bold fields are required.

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Step 5: To change or add a receipt image to the expense line, click Change to open My Certify Wallet.

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Step 6: Click Select to open a receipt image from My Certify Wallet.

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Step 7: When you have finished adding a receipt image and/or editing the expense line, click Save to update the expense line with your changes.

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Comments

  • Avatar
    Clyde Gerome

    I am attempting to change my entry from just hotel stay to per deim hotel and meals. The program keeps telling me that the start date needs to be earlier than the end date, which it is.
    Should I delete the entry and create a new one?

  • Avatar
    Kamara McGlorn

    Hello Clyde,

    I apologize for this inconvenience. We were experiencing issues with Per Diem expenses, but they have since been resolved. You should no longer run into issues. Please try to create another one.

    -Certify Support

  • Avatar
    Boni Newberry

    I am trying to edit an expense marked as Reiumbursable to Non-Reiumbursable. The program has it grayed out and I can't edit. How do I edit this?

  • Avatar
    Kamara McGlorn

    Hello Boni,

    You're unable to edit the reimbursable status because your company has a setting turned on for imported credit card expenses. When configured, this will prevent users editing the date and amount, as well as the reimbursable status. I have emailed you to provide you with additional information.

    -Certify Support

  • Avatar
    Bob R Williams

    I have duplicate $1.50 expenses. How do I merge these? thanks bob

  • Avatar
    Steve Revesz

    Hello Bob,

    You can find more information on merging expenses in our Merge Expense article below:
    https://help.certify.com/hc/en-us/articles/115000821493-Merge-Duplicate-Credit-Card-Expense-Lines-in-a-Draft-Report

    I will also reach out to you via email with more information on how to merge expenses.

    -Certify Support

  • Avatar
    Cosmo Bloom

    I follow the above steps and have edited successfully in past reports, but currently I click on the expense and it crashes my computer. I have uploaded 2 different versions of the same expense. please help!

    Edited by Cosmo Bloom
  • Avatar
    Jill Briggs

    Hi Cosmo,

    I'm sorry to hear you are experiencing issues. I'm going to send you an email to get more information as to which expense you are trying to edit and we'll figure this out!

    -Certify Support

  • Avatar
    Ap

    We have monthly recurring charges from multiple vendors. Is there a way to auto default the category so that I don't have to update it each month?

  • Avatar
    Kimberly Glenn

    Hello,

    Categories will need to be manually selected until the system learns the user's preference. 

    -Certify Support

    Edited by Kimberly Glenn
  • Avatar
    Rmccormick

    When I try to edit, it only shows the receipt.

  • Avatar
    Kimberly Glenn

    Hello,

    Thank you for contacting Certify Support.

    We are receiving several reports of users experiencing issues with Certify when using older versions of the Microsoft Edge web browser. To resolve this issue, please work with your IT Team to update Edge to the most recent version. Alternatively, switching to another web browser, such as Chrome or Firefox, will also resolve the issue.

    -Certify Support