Send Selected Receipt as a Delegate

Follow

Certify Administrators and delegate users are able 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. This article shows you how to use the Send Selected Receipt feature. 

Step 1: On your account homepage, select More Items in the Certify Wallet section. 

Step 2: Click the checkbox for each receipt you want to send and then select Send Items.

Step 3: Select a user for which you have delegate rights in the Select a User dropdown menu.

Please note: Users with Certify Administrative rights will be able to send receipts to any user. 

Step 4: Click Send Items to move the receipts from your Certify Wallet to the selected user's Certify Wallet. 

Was this article helpful?
5 out of 7 found this helpful
Have more questions? Submit a request