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Creating a New Expense Report

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The New Expense Report button will allow you to create an expense report anytime, on-demand. It automatically retrieves receipts and expenses from your Certify Wallet and adds them to a new or existing expense report, linking the receipts and expenses with matching dates and amounts. This article shows you how to Create a New Expense Report.

Step 1: Add receipts and expenses to your Certify Wallet. 

Step 2: Select New Expense Report.

 

Step 3: Select one of the options provided. After selecting an option, click Next.

 

Step 4: On the next page, complete all of the bold fields. Click Next.  

Step 5: The confirmation screen displays the number of receipts and expenses that are within the date range you provided in Step 4. Click Next to create the expense report.

Step 6:  On the My Expense Report page, review the expense report. Use the Link Receipts WizardClean Up Wizard, or add other expenses as needed. When finished, select Submit for Approval to complete the submission process.

 

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Comments

  • Avatar
    Aurelia Georgescu

    How do I split a receipt for two differents account ( Hotel and meals).Thanks

  • Avatar
    Andrew McFarland

    Hello Aurelia. To split an expense, open the Other Actions Menu and select "Split Expense". For a detailed guide on splitting the expense, check out our article on the topic: https://certify.zendesk.com/hc/en-us/articles/203520920-Splitting-an-Expense

    -Certify Support

  • Avatar
    Keirsten Jaggers

    I cannot see my receipts?? I have scanned and uploaded them 4 times now. I've never had this issue before. Suggestions?

  • Avatar
    Candice Camfferman

    Hello Keirsten,

    I will reach out to you via email with more information.

    -Certify Support

  • Avatar
    Dsbarker

    How do I submit mileage and tolls that do not have receipts?

  • Avatar
    Steve Revesz

    Hello Debra,

    There are 2 ways to add expenses to Certify when you don't have receipts. You can add them with Certify Mobile on your phone or you can create them within a draft when creating an expense report:

    To add mileage using your computer use the link below to guide you step-by-step:
    https://certify.zendesk.com/hc/en-us/articles/203102744-Creating-a-Mileage-Expense

    To add mileage using your phone within Certify Mobile use this link below to guide you step-by-step:
    https://certify.zendesk.com/hc/en-us/articles/203329460-Adding-Expenses-using-Certify-Mobile

    -Certify Support

  • Avatar
    Ndejesusbenjamin

    Added receipts for an expense report for myself and one for my manager. I can see the receipts I upload but she is not able. She informed me that in the box where the receipt should be, she had to click download to find the receipt. Am I doing something wrong?

  • Avatar
    Candice Camfferman

    Hello,

    I will follow up with you via email for more information.

    -Certify Support