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Managing Receipts in your Certify Wallet

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Certify Wallet is where all captured receipts are stored before being added to an expense report. This article shows you how to manage your Certify Wallet receipts. 

On your account homepage, select More Items under My Certify Wallet.

Within the Wallet, you have several options:

Viewing Receipts - View a specific receipt image by clicking the view (document) icon next in the Receipt column.

Changing a Receipt Name - Change the name of a receipt by clicking the edit (pencil) icon next to the Merge button, entering the new name in the field provided, and clicking the save (disk) icon to save your changes.

Deleting a Receipt - Delete a receipt by selecting the receipt, and click Delete at the bottom.

Please note: Once receipts have been deleted, they cannot be recovered.

Send Items - As a Certify Administrator or delegate user, move selected receipts from your Certify Wallet to another user's account

View Full Image, Zoom, and Rotate - View the full receipt image in a new browser window by clicking the document icon in the Receipt column; you can then Zoom In, Zoom Out, or Rotate the receipt image.

Edit Receipts - Edit the description for the receipt. 

Detailed View - Expand all available details for all receipts in the Wallet.

Upload Receipts - Click the upload icon in the upper right-hand corner to access all methods to add more receipts to your wallet.

Refresh - Use the refresh icon in the upper right-hand corner to refresh your wallet.

Merge - This view combines receipts and expenses in your Wallet together into one section.

You may find it easier to turn the Merge option OFF when reviewing receipts. Receipts and credit card expenses will then appear separate in your wallet, instead of combined. 

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Comments

  • Avatar
    Beth Perera

    I have receipts that do not appear under Expenses in my Certify Wallet, so I am unable to add them to an expense report (or link the receipt). Do I need to wait for an admin person to move them over to the Expense portion of my wallet?

  • Avatar
    Andrew McFarland

    Hello Beth. It typically takes 3 business days for the imported credit card expense to appear in your Certify Wallet. After such time, if you do not see the charges in your Certify Wallet, we suggest contacting your internal administrators who can resolve this matter on your behalf. Please let us know if you have any additional questions!
    -Certify Support

  • Avatar
    Yolanda Adkins

    Trying to add receipt that I accepted in my wallet to the expense but not allowing, receipts are no longer in wallet but did not flow to where I can select them. First time this has happened to me, please assist.

    Yolanda

  • Avatar
    Andrew McFarland

    Hello Yolanda, we sent you an email with some questions in hopes of better understanding the issue you are experiencing. Please reply to the email for additional assistance, or send a new message to support@certify.com.

    -Certify Support

  • Avatar
    Krystina Franklin

    Is there a way to add expense details to an uploaded or emailed receipt in the wallet before adding it to an expense report (similar to the way the mobile device works)?

  • Avatar
    Andrew McFarland

    Hello Krystina, Adding receipts using the mobile app is the only option which will allow you to enter expense data at the same time. Uploaded and Emailed receipts need to be added to an expense report before expense detail can be added or edited.

    -Certify Support

  • Avatar
    Andrew Parker

    Ok. I have checked off my company credit card "expenses" that go to my expense report. Now what do I need to do? I have all of my receipts ready to be uploaded but was wondering if there is anything more I need to do for the "expenses" before uploading my receipts?

  • Avatar
    Sean Murphy

    Hello Andrew, Looking at your account you have successfully added in your expenses to an expense report in your Drafts. You will want to add your receipts using either the Certify Mobile App, emailing the receipts, or uploading them from your computer. Once you have uploaded your receipts you will need to link the Receipts and Expenses, and this can be done easily with the Link Receipts Wizard.

    -Certify Support

  • Avatar
    Laura Romo

    how do I add receipt picture for a receipt information on certify wallet

  • Avatar
    Andrew McFarland

    Hello Laura, there are several ways to add receipts, but we suggest using our Certify Mobile app to add receipts to your Wallet. A detailed guide can be found here: https://certify.zendesk.com/hc/en-us/articles/203102674-Adding-Receipts-using-Certify-Mobile

    -Certify Support

  • Avatar
    Scott McEwen

    Hello, I would like to clean up my receipt wallet but before 'deleting all receipts', wondering if removing them will de-attach them from any reports that are pending approval.

  • Avatar
    Andrew McFarland

    Hello Scott, Any receipts which are in your Certify Wallet are not currently attached to an expense report. Once a receipt is attached to a report, it moves from the Certify Wallet and stays linked to the expense report.
    -Certify Support

  • Avatar
    Costamesa Ap

    Hello, how would an employee add a receipt that is currently in their wallet to an expense report that was previously submitted, disapproved (for lack of receipt) and returned? When the employee opens the expense report, the pencil that I'm seeiing in the example, is not showing for them to allow editing.

  • Avatar
    Michelle Negrete

    Hello, CostaMesa AP. While in the approval process, an Approver or the Accountant can disapprove the entire expense report to return it to the Submitter's Drafts folder where edits can be made.

    Conversely, if the expense report has already been processed, please reach out to Certify support as we can unprocess the expense report to send it back to the Accountant's Processing Requests queue from where it can be edited by the Accountant, it can be disapproved to return it to the Submitter or an Inquiry can be made with a request to edit/change a specific expense line.

    -Certify Support

  • Avatar
    Costamesa Ap

    The approver disappoved it (last week) and received the prompt to send an email notifying the employee the expense report was disapproved. The employee has not received the email, nor has the expense report returned to their drafts folder.

    This particular expense report was not processed as it had not been approved by the approver. During the approval process, I (the Accountant) was able to see it in the "Pending" folder, but it has since been removed, I'm assuming because of it being disapproved.

  • Avatar
    Bill Dean

    I have an expense report to approve submitted by one of my employees but I cannot view the receipts, can you tell me why?

  • Avatar
    Kaley O'Hara

    Hi Bill! You can only view receipts if the employee submitted them on the expense lines. In your case, the employee did not submit any receipts with her expense report. The green check mark in the receipt column indicates that the expense line does not require a receipt, and the red exclamation point in the same column indicates that the employee did not attach a receipt to that expense line. If she had submitted receipts there would be a document icon in the receipt column which you could click to view the receipt.
    - Certify Support Team

  • Avatar
    Liz Stuertzel
    Hello, Do you know of any particular receipt image type that won't allow the zoom-in/out feature? I've run into a few receipt images that won't enlarge, which makes review difficult. Any thoughts? Thanks!
  • Avatar
    Kaley O'Hara
    Hello Liz, We have sent you an email to gather more information regarding the issues you are facing. In addition, please try to utilize the View Full Image icon, located in the upper right corner of the Receipt Image box. This will expand the receipt image in a separate window. If this is not available for you, please note that in your response to our follow up email. Thank you! - Certify Support Team
  • Avatar
    Dolores Watkins
    Im trying to start an expense report. It asks for a name. Is there anything specific that I have to name the report
  • Avatar
    Jennifer Richardson
    Hello Dolores. Typically the expense report name is associated with the expenses that are to be included on the expense report. For example 'San Diego Sales Trip 1/21/16-1/28/16'. However, you should check with your system administrator to determine if there is a specific expense report name that should be used. -Certify Support Team
  • Avatar
    Jordan Smith

    I have taken photos and synced my receipts. I have synced other users receipt from my phone as well. How do I find those receipts/expenses and move them to the proper user?

  • Avatar
    Michelle Negrete

    Hello Jordan,

    Once you Sync from the mobile app, you will find the receipts in your Certify Wallet.

    In order to be able to send receipts from your account to the account of another Certify user, you must be classified as an Administrator. User account info is managed internally by your company. Please reach out to your company's Certify Administrator with this request. To locate their info, log into your account and click on Support in the upper right corner.

    Once you are granted Admin access, you will follow these steps to send the receipt to another user:
    https://certify.zendesk.com/hc/en-us/articles/204091080-Send-Selected-Receipt

    Credit card expenses are imported directly to a user's account once they have added their credit card under My Account:
    https://certify.zendesk.com/hc/en-us/articles/203102644-Adding-a-Credit-Card

    Kindly,
    Your Certify Support Team

  • Avatar
    Daniel Huang

    Hi There, My expense was under pending status. I need to add or change my receipts. However, can not find a way to do it? Daniel

  • Avatar
    Jennifer Richardson

    Hello Daniel, Your approver has sent you an Inquiry to add the receipts. This Knowledge Base article https://certify.zendesk.com/hc/en-us/articles/203102794-Replying-to-an-Inquiry can assist you with adding the receipts through an Inquiry.

    -Certify Support

  • Avatar
    Andrea Gaymon

    I have expenses for 3 separate trips. Can I separate each trip on one expense report? If so, how can I do so?

  • Avatar
    Kamara McGlorn

    Hello Andrea,
    You are able to either submit one report with all expenses on it or submit 3 separate expense reports, each corresponding with a different trip.

    -Certify Support

  • Avatar
    Connie Harrington

    Recently, I have been unable to view receipts in my wallet. I scan the receipt and email it to data@certify. com. The emails show in my wallet but when I try to view the receipts, I am unable to. The receipt image box shows the receipt as loading. If I try the full image icon, I get a blank screen. This makes it impossible to attach the receipt to the correct expense line item. Help? Thanks!

  • Avatar
    Jennifer Richardson

    Hello Connie,
    We have contacted you via email for additional details regarding this matter.

    -Certify Support

  • Avatar
    Peter Sobol

    why can't I delete receipts in my wallet tat are from expense reports that have been paid long ago? the message I get is that receipts from credit cards can't be deleted. why not?

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