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Editing Expenses Using the Cleanup Wizard

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Certify's Cleanup Wizard is a simple tool that allows you to review and edit all expenses that Need Attention. This article shows you how to use the Cleanup Wizard tool. 

Step 1: On your account homepage, under My Expense Reports, select Drafts.

Step 2: Select the Name of the expense report you want to open.

Step 3: Each expense that Needs Attention will have a small red flag next to the expense line in the Expense column. This signifies that the expense is missing some required fields or information and needs to be reviewed. Select Cleanup Wizard.

Step 4: A red message and a corresponding red outline will notify you which expense fields need to be reviewed and edited. If there is no red text or outline, verify that the expense data is correct. If there is another expense for review, click Next. To save your changes and close with wizard, click Finish.

Step 5: Once all of the expenses that Need Attention have been reviewed and edited, and the small red flags have been removed, select Submit for Approval.

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Comments

  • Avatar
    Rfairey

    Cleanup wizard is not showing up on my report

  • Avatar
    Kamara McGlorn

    Hello Robert,

    The Cleanup Wizard will only be available if you have expenses that require attention. After viewing your 2 drafts, none of the items require any additional information.

    -Certify Support

  • Avatar
    Bob Switzer

    How can I add a receipt to a Pending expense report??

  • Avatar
    Candice Camfferman

    Hello Bob,

    Expense reports can not be edited in a pending status. Your approver will need to submit an inquiry to allow you to attach a receipt. I will follow up with you via email for more information.

    -Certify Support

  • Avatar
    Rob Botti

    How do you link an expense to a credit card?

  • Avatar
    Jillian McLeod-Tardiff

    Hello Rob,
    Credit card charges from the card on your Certify account will be automatically imported to your Wallet as Expenses. I'll reach out via email for more information.
    -Certify Support