Edit a Draft Expense Report with Certify Mobile


Certify allows you to create, edit, and submit an expense report right from the Certify Mobile app. This article shows you how to edit and submit a draft expense report using Certify Mobile. 

Step 1: On your Certify Mobile app homescreen, tap Draft Expense Reports.


Step 2: On the next screen, tap the draft expense report Name you want to edit from the list of expense reports provided.


Step 3: Tap the edit (pencil) icon under the Expense column and next to the expense line you want to edit. This will open the Edit Expense box below the expense report. If needed, you can also access the Other Actions menu by tapping the double arrows (>>) under the Expense column.


Step 4: In the Edit Expense box, make edits to the expense data as needed. When you have finished making edits, tap Save.


Step 5: Review the expense report. If there are no further edits to make, tap Submit for Approval

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    Liz Stuertzel

    my question is on reporting, not a specific report

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    Steve Revesz

    Hello Liz,

    I will follow up with you via email to answer your question on reporting.

    -Certify Support

  • Avatar
    Dina Amato


    Can I add a receipt to an expense report after it has already been submitted and reviewed? If not, can I cancel a report and redo it?


    Dina Amato

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    Laura Ramage

    Hello Dina,

    Users are not able to edit submitted reports after the first-level approver has opened it. Workarounds can be possible depending on the status of the report. I will follow up via email with options specific to your account.

    -Certify Support