Managing Potential Duplicate Expenses


Certify identifies and flags potential duplicate expenses as any past or current expenses having the same date and amount. Such expenses are indicated by a red exclamation mark in the Details column of the expense report. This article describes how to review potential duplicate expenses. 

Step 1: Open your expense report. Click the arrow (>) button in the Details column of the report. The button will include a link to view the past expense report containing the other potential duplicate expense line. 

Please Note: a link will not appear if the potential duplicate expense is on the same expense report. 

Step 2: Review the potential duplicate by using the View Potential Duplicate link. The link will bring you to the past report, with the potential duplicate highlighted.

Step 3: If the current expense is not a duplicate, it may be helpful to add a note in the Reason field as the red flag will stay on the expense report. 

Step 4: If the current expense is a duplicate, use the Other Actions button to delete the expense from the report. 


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