Copy/Paste Expense Import

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For companies who do not use Certify's credit card integration feature, Certify allows users to copy and paste credit card expense information directly into Certify. This article shows you how to import credit card expenses using the Copy and Paste feature.

Step 1: On your account homepage, click More Methods in the Add Receipts section.

Step 2: In the Credit Card Import area, select copy and paste.

Please note: Users with an Accountant role will be able to copy/paste expense into any user's Certify Wallet.

Step 3: Copy expense data from your online bank statement, and paste it in the textbox provided. Each expense should be on a separate line. Format the expense information to include the expense date as MM/DD/YYYY, and expense amount as XX.XX.

Step 4Select the reimbursable status of the expenses being imported, then click Next.

Step 5: Once imported, the expenses will be sent to your Certify Wallet, and can be added to an expense report as needed.

 

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Comments

  • Avatar
    Rosemarie

    Why do you only use MMDDYY format. Some countries use DDMMYY

  • Avatar
    Jillian McLeod-Tardiff

    Hi Rose-Marie!
    Thank you for your feedback. I will pass this along and will reach out to you directly.

  • Avatar
    Certify

    Why the category does not come when we manually add expenses?

  • Avatar
    Laura Ramage

    Hello!

    Thanks for reaching out. Since you are manually adding a credit card transaction, the system will not be able to designate a category, and you will need to select that as well. I will reach out by email with further assistance.

    -Your Certify Support Team

  • Avatar
    David Walling

    Why does the vendor name end up in the Description column and not the Vendor column? This creates more work to move it over.

  • Avatar
    Jillian McLeod-Tardiff

    Hi David,
    Some information from your credit card feed is listed in the Description field in the Wallet. Some Description info correlates to the Reason field. We'll reach out via email to provide more info.
    -Certify Support

  • Avatar
    Meganb

    When I copied and pasted from my CC, it was in multiple rows and I didn't realize it, so it created 2 expenses for the single import. It will not let me delete it because its source is credit card. Is there a way to delete it later? i'll just not add it to my expense report, but I don't want it sitting forever in my expenses.

  • Avatar
    Tyler Christian

    Hi Megan,

    In order to delete credit card charges, you'll need to reach out to your internal Certify Administrator. I'll follow up with you via email.

    -Certify Support

  • Avatar
    Chantal

    I am a new user trying to get this worked out for my company. I need to use copy & paste andI have the same issue as David Walling. I need the vendor name to be populated under VENDOR, not DESCRIPTION. Please help.

  • Avatar
    Jillian McLeod-Tardiff

    Hi Chantal,

    I will reach out via email to provide more info.

    -Certify Support

  • Avatar
    Trever Ensele

    Why don't you add functionality to this system to import transactions from a standard format like *.qfx or *.csv, which most institutions offer as a downloadable file? This copy/paste import function is poorly designed and hardly functional for actual users.

  • Avatar
    Tyler Christian

    Trever,

    We have a secure file transfer protocol server where we can store and retrieve files like these. I'll reach out to you through email to discuss these options.

    Thanks,
    Your Certify Support Team