Accountants may use the copy/paste link within the Receipts tab to import employees' credit card expenses. An Accountant may use this method if they receive a failed imported expenses notification, or as an alternative to a credit card feed entirely. This article will show you how to manually import credit card expenses.
Step 1: In the Add Receipts box on your Home page, select More Methods.
Step 2: Underneath Credit Card Import, click Copy and Paste.
Step 3: In a separate tab or browser, login to your credit card expenses via your bank website.
Step 4: Select and copy the desired lines from your online credit card statement. Paste into the Certify Expense Data box.
Step 5: Select the name of the employee whom should receive these expenses in their Certify Wallet, and indicate if the expenses are reimbursable or non-reimbursable to the employee.
Step 6: Click Next. These expenses are now available for expense reports via the employee's Certify Wallet.