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Creating 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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