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