Manually Adding Expenses to a New Expense Report


There are several ways to build an expense report in Certify. This article shows you how to manually add expenses from your Certify Wallet to a draft expense report.

Step 1: On your account homepage, under My Certify Wallet, select More Items.


Step 2: Turn the Merge view Off. Click the checkbox next to each expense you want to add. Click Add to an Expense Report.

Step 3: On the next page, select from the options provided. Click Next.

Step 4: If creating a new expense report, enter the Expense Report Name and a Date range, or select an existing draft expense report. Click Next.

Step 5: After the expenses have been added to the expense report, you may need to use the Link Receipts Wizard or Cleanup Wizard before submitting for approval.

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