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Attaching Receipts Using the Link Receipts Wizard

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Certify offers a convenient method for attaching receipt images from your Certify Wallet to expense lines using the Link Receipts Wizard. This article shows you how to use the Link Receipts Wizard

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

Step 2: Select the expense report you would like to open by clicking the expense report Name.

Step 3: Launch the Link Receipts Wizard by selecting Link Receipts above the expense report.  

Step 4: The Link Receipts Wizard displays the expense lines without an attached receipt in the left window, and the first receipt image in your Certify Wallet in the right window. To attach the receipt displayed on the right to one or more of the expense lines displayed on the left, click the checkbox next to the expense line.  To open the next receipt image, click Next. To save your changes, click Finish.

Please Note: if a credit card transaction was expensed in a different currency, the Link Receipts Wizard will show the original amount (if available) to better match the receipt. 

Step 5: A receipt icon in the Receipt column confirms that the receipt is attached to the expense line.

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Comments

  • Avatar
    Stephen Adshade

    When I select "link receipts", I receive a message that there is no matches.

  • Avatar
    Wes Pelletier

    Hello Stephen, if you are receiving that message, it meas that you currently have no receipts in your wallet that you can match.

  • Avatar
    Chuck Williams

    How do I unlink a receipt to link the correct one?

    Edited by Chuck Williams
  • Avatar
    Sean Murphy

    Hello Chuck,

    In order to change/remove a receipt that has already been attached to an expense line you will need to Edit that expense.
    Then on the edit expense section, select Change​, this allows you to either select None from the Certify wallet to remove the receipt, or pick a new receipt already in your Certify Wallet.

    This link can demonstrate the process to edit an expense line:
    https://certify.zendesk.com/hc/en-us/articles/203329540-Editing-an-Expense

    We will follow up with you via email to address any additional questions you may have.

    -Certify Support