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Using ReportExecutive

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Certify ReportExecutive automatically builds expense reports for you by merging all of the receipts and expenses in your Certify Wallet. Once the expense report has been built, you will receive an email letting you know that the expense report needs to be reviewed and submitted. 

If your Certify Administrator has already set your ReportExecutive schedule, your ReportExecutive section will note the Build Day schedule. The Build Day is the pre-selected day that ReportExecutive will create your expense report by merging all of your receipts and expenses currently in your Certify Wallet that are within the date range indicated in the ReportExecutive settings.

Please Note: If your Certify Administrator has not configured ReportExecutive for you, you can set your own schedule. See Setting an Individual ReportExecutive Schedule.

Step 1: For ReportExecutive to run, you will need to have receipts and expenses in your Certify Wallet. If you have a credit card linked to your Certify account, expenses may be automatically imported to your Certify Wallet. You can add receipts and expenses using any of the methods listed in the Add Receipts section of your account homepage.

Step 2: On the ReportExecutive Build Day, a draft expense report will be created from the receipts and expenses in your Certify Wallet. The draft expense report will be available in your account for you to review and submit under My Expense Reports

Step 3: On your account homepage, select Drafts under My Expense Reports, and on the next page, click the expense report name you want to review. You may need to use the Link Receipts Wizard, Cleanup Wizard, or add expenses and receipts that were not included by ReportExecutive. When you have finished reviewing your draft expense report, select Submit for Approval.

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Comments

  • Avatar
    Christine O'Meara
    I see this will auto generate the report but I want to know that it will not submit the report until the user reviews and submits, is this correct?
  • Avatar
    Emma Gray
    Hello Christine, that is correct. After each Build Day, the user must review and Submit the report. ReportExecutive will not Submit on the user's behalf. -Certify Support
  • Avatar
    Francois Lanthier

    Au exactly what time does the report run?

  • Avatar
    Andrew McFarland

    Hello Francois, ReportExecutive will typically run around 4am Eastern Time, with some variance. An email will be sent automatically at the actual build time notifying you that the report has been created.
    -Certify Support

  • Avatar
    Srousslang

    When does it sync with the credit card?

  • Avatar
    Jennifer Richardson

    Hello Sandy, It can take up to 3 business days after the date of the transaction for credit card expenses to import into your Certify Wallet.

    -Certify Support