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Create a New Expense Report

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The Create a New Expense Report tool 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
    James Lemen

    How do I delete all my "attendees" and start with a clean slate?

  • Avatar
    Michelle Negrete

    To edit an expense line, click on the pencil icon under the Expense column within the draft. A company's account configurations can allow for a free-text field for entering attendees on a meal expense or may require detailed attendees to be listed (name, title, employer, relationship). The stored values are saved entries and part of our Auto-Suggest functionality. These records will delete themselves after 180 days of inactivity. If a value is selected, the 180 day cycle will reset itself. At this time, these values cannot be manually deleted.

  • Avatar
    Aurelia Georgescu

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

  • Avatar
    Edward Pilie

    How do I get an expense out of archived and submit for approval

  • 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
    Andrew McFarland

    Hello Edward. Once an expense report is processed, it is moved to the Archived folder. Anything in the Archived folder has already been submitted for approval. If you need to make edits to the processed report, we recommend contacting your internal administrators, who can assist you in unprocessing the report.

    -Certify Support

  • Avatar
    James Dinkins

    how do i get addresses deleted out of my to and from box

  • Avatar
    Kaley O'Hara

    Hello, James! You cannot delete addresses out of your to/from box. However, addresses that are not used after 180 days will be automatically deleted from the list.

    • Certify Support
  • Avatar
    Glen Emery

    how do I change my address so that my checks get delivered to the right address

  • Avatar
    Michelle Negrete

    Hello, Glen. It seems your company uses a non-Certify ACH reimbursement. For assistance with changing your address for reimbursement, please reach out to your internal administrator. To locate the contact info, go to Support at the top of the page in Certify and you'll see their info in the bottom left of the screen.

    • Certify Support
  • Avatar
    Aurelia Georgescu

    During Sept month through my expenses I have some done for a new DM of Montreal North district ( 55033) - Flavia Georgescu as she has not yet a PCard ( and of course as per request received from mr RD). I bought her flight tkt from Montreal to Vancouver for the upcoming NOM in Nov and of course for my self. Certify ask me to double check could be a duplicate(!) as I have two expenses done in the same day and for the same amount - not sure if I need to ignore the sign in red and submit it or to submit 1st mine for September and create a separate for the new DM. Thanks.

  • Avatar
    Andrew McFarland

    Hello Aurelia, This potential duplicate warning is a soft policy warning and will not prevent you from submitting the report. A "Potential Duplicate" is triggered when two expenses share the same date and amount. If you are sure the items in question are not duplicates, we suggest submitting the report for approval.

    • Certify Support
  • Avatar
    Dana Spicer

    When I map it nothing comes up. It is just zero

  • Avatar
    Jennifer Richardson

    Hello Dana, once you enter the From and To addresses you will need to click
    MapIt! to have the mileage calculated for you.

    -Certify Support

  • Avatar
    Robert Anthony Wilson

    The approved said that I need to add my address in the notes section - where is the notes section?

  • Avatar
    Jennifer Richardson

    Hello Robert, we have contacted you via email to gather more information.

    -Certify Support

  • Avatar
    Michael Borgini

    How do I get old expenses deleted ? I'm not really sure how I managed to have unused expense items but it occurred when I first started using Certify.

  • Avatar
    Paola Hernandez

    Hello Michael! Your company's Internal System Administrator has selected the Read-Only configuration setting for imported credit card expenses. This setting prevents employees from deleting the imported credit card expenses. If you need to delete credit card expenses from your Wallet, you will need to contact your company's Certify administrator.

    - Certify Support

  • Avatar
    Brenda Whitby

    We need to create an expense report for an Advance (money we get up front before we actually take the trip). However, it appears from the Training Camp video regarding Advances that she has receipts linked. In our situation we don't have any receipts just yet as the trip is in the near future. In certify, do we need to send anything with the Advance expense report?

  • Avatar
    Paola Hernandez

    Hi Brenda! We will contact you directly via email to address this issue. Thank you.

    -Certify Support

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