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Adding Receipts using Certify Mobile

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Certify Mobile can be used to add receipts and expenses to your Certify Wallet. This article shows you how to add receipts in the Certify Mobile app and sync them to your Certify Wallet. 

Step 1On your Certify Mobile homescreen, tap Add Receipt

 

 

Step 2: Select a photo resolution from the options provided; this will launch the camera on your device.

 

Step 3: Make sure that the receipt information is clear and that it fills the screen. Use the camera provided to take a picture of the receipt. Tap Use Photo to save the receipt image. 

 

 

Step 4: Tap AutoFill to allow Certify to scan your receipt for expense data. When the scan has completed, you can make edits or add missing expense information by tapping the field you want to change. Tap Save.

 

Step 5: Tap Sync to send the receipt to your Certify Wallet.

 

Once your receipts are synced, you will need to attach them to an expense report. For assistance with creating an expense report from within Certify Mobile, see our article on the Auto Expense Report function.

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Comments

  • Avatar
    David Kunkel

    How do I do step 5 if there is no SYNC button?

  • Avatar
    Wes Pelletier

    Hi David, If the upper left corner of the app has a "Home" button instead, tap that to return to the app's home screen, and it will be replaced by the Sync button.

  • Avatar
    Rick Bridges

    After I have done all this and have "receipts in Certify" what is the next step so it is downloaded to my company?

    Thanks!

  • Avatar
    Wes Pelletier

    Hello Rick, to create an expense report from within Certify Mobile, you can use the Auto Expense report function. Find out more instructions on how to use it in the included link:

    https://certify.zendesk.com/hc/en-us/articles/203393474-Mobile-Auto-Expense-Report-Wizard

  • Avatar
    Joanna Mieso

    I have a receipt in my wallet and cannot link it to the expense in my expense report. I went to the receipt to link it - it appears on the list. I clicked on NEXT until the receipt appeared, then clicked on FINISH. I still have a red ! on my expense report. How do I get it in there?

  • Avatar
    Andrew McFarland

    Hi Joanna, it sounds like you're using the Link Receipts Wizard. When the receipt in question appears, check off the matching expense from the left side of the page and click Finish to save the changes. For more information, check out our Knowledge Base article regarding the topic:

    https://certify.zendesk.com/hc/en-us/articles/202852150-Using-the-Link-Receipts-Wizard

  • Avatar
    Marty Holzschuh

    How can I change the date on my expense report if I need to add a receipt that is prior to that date?

  • Avatar
    Sean Murphy

    Hi Marty, you would be able to edit the dates of an Expense Report that is in your Drafts section by clicking on the Pencil next to the Report Name. This allows you to edit the Report Name, Dates, and Description of the Expense Report. After you have made the changes click on the Blue Disk Icon that has replaced the Pencil to save your changes.

  • Avatar
    Tim Jakubisin

    Hello Support,
    Can Certify be used with Windows phone?

  • Avatar
    Wes Pelletier

    Hi Tim! Certify Mobile can be used with any major mobile operating system, including Windows.

  • Avatar
    Sarah Sabour

    I synced my receipts and they went my wallet, and then I pressed sync again the next day on accident and my receipts have disappeared. I can't find them anywhere. Is there a way to retrieve them??

  • Avatar
    Sean Murphy

    Hi Sarah, pressing Sync again on the Certify Mobile App will only update the amount of Receipts/Expenses that are in Certify and Upload any locally stored Receipts/Expenses from the App. This will not delete any items from the Certify Wallet. You will only notice a change if Receipts have been added into an Expense Report or deleted from the website.

  • Avatar
    Rachel Kaufman

    I uploaded my receipts (14 in total), clicked on sync, the blue bar moves about 25% and then stops. Needless to say the receipts aren't syncing. Please help.

  • Avatar
    Michelle Negrete

    Hello Rachel,

    This sounds like a possible connection issue. Please click on Tools and Support at the bottom of the page from Certify Mobile and Report A Problem. This will send us an analysis of the device and device and application settings so we can go about helping correct this issue.

    --Your Certify Support Team

  • Avatar
    Dan Bell

    Ugg, I just started using this and have been adding receipts while I go over the last week but had not sync'd them. Today I went to add another receipt and their is zero receipts showing so they were deleted somehow. Is this bad practice not to sync right away? Does this app store this data where it could be cleaned by a memory optimizer in the cell phone?

  • Avatar
    Christina Lovercheck

    We have a user that uploads everything via smart phone including the attendees to a business lunch, syncs it, but all the information does not carry over when viewing the receipts and expenses in an expense report on his desktop. I am sure this is a setting issue. What is the best way to troubleshoot this?

  • Avatar
    Laurie Tueller

    How do I add more than one receipt to an expense. Once I ad one receipt to the expense the expense I need to still ad to doesn't show up as an option to be added to.

  • Avatar
    John Miller

    How do I get to the add reciept screen??

  • Avatar
    Michelle Negrete

    Hello John,

    Once you log in to your Certify mobile app, the Add Receipt will be one of the first things you see in a yellow box towards the very top of the page.

    --Your Certify Support Team

  • Avatar
    David Goddard

    Uploading receipts with Certify Mobile to match automatic credit card info download might be the most convoluted workflow I have ever seen. Why is it not possible to open an expense report with the downloaded CC info and then snap pictures of the corresponding receipt? Should be as simple as "Edit Expense" - "Add Picture of Receipt" and done -- instead it is identify expense in Certify, take picture, ignore all of the auto-fill, save, sync, the then use the desktop app to associate because all you see for receipts available to attach is some semi-random jpg filenames...

  • Avatar
    David Goddard

    I now have 16 receipts synced into Certify from my mobile device. All with the same filename. No way to view a gallery of them? Nope. Only a list view of all the file names OR view a single receipt at a time. No way to easily navigate from receipt image to receipt image -- only open one, then close it, then open the next one until you find the one that matches the credit card download.

  • Avatar
    Kaley O'Hara

    Hello David! We will contact you directly to address the issues you are facing with Certify Mobile. Thank you.

    -Certify Support

  • Avatar
    Hilda Dizon
    How do I remove an incorrect receipt which was already uploaded to the expense item ? I need to attach the correct one
  • Avatar
    Jennifer Richardson
    Hello Hilda. You will be able to change the receipt in an Expense Report that is in your Drafts section by clicking on the Pencil next to the Report Name. This will bring up the Edit Expense box below the Expense Report. Within the Edit Expense box click Change next to Receipt. From there you will be able to change the receipt to the correct one. -Certify Support
  • Avatar
    Veronica Mannion

    How can you add multiple receipts to one expense.

  • Avatar
    Andrew McFarland

    Hello Veronica. Each expense line can attach only one receipt image. One option is to split the expense into two expense lines. This will give you the opportunity to attach two receipt images. We will send you a follow up email with additional information.

  • Avatar
    Heather Osterweil

    I have taken pictures using certify app but it will not let me sync them. Nothing happens when I press sync and all information is in the fields and receipt is saved.

  • Avatar
    Andrew McFarland

    Hello Heather,

    It sounds as though you may be tapping "Receipts to Sync", instead of "Sync". On the mobile app homescreen, tap the button in the upper left hand corner of the app, labeled "Sync". We'll contact you via email to confirm this resolves your issue.

    -Certify Support

  • Avatar
    Ronald Glasgow

    accidently deleted a receipt from the wallet..is it possible to retrieve?

  • Avatar
    Sean Murphy

    Hello Ronald,

    Unfortunately if a receipt has been deleted there is no way to recover it in Certify without re-uploading the picture.

    -Certify Support

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