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Adding Receipts using Certify Mobile

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You can use the Certify Mobile app to easily upload receipts to your My Certify Wallet from your mobile device. The Certify Mobile app works with most devices including Windows Phone, Android, BlackBerry and iPhone.

This article shows you how to add receipts in the Certify Mobile app and sync them to your My Certify Wallet.

Step 1: Open the Certify Mobile app on your mobile device. Log in with your Certify Username and Password. Your username and password for Certify Mobile are the same as your login credentials you use to log into www.certify.com.

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Step 2: On your Certify Mobile homescreen, tap Add Receipt.

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Step 3: Select a photo resolution to open the camera screen on your mobile device. Photo resolution options include:

  • High / Medium – Recommended
  • Low – Use only if your device is short on storage
  • GalleryUse to add a receipt image from your mobile device’s photo gallery

Please Note: To add multiple receipts at a time to your Certify Wallet, use the Upload or Email options available in your online Certify account at www.certify.com.

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Step 4: The camera screen opens. Hold your camera 6 to 12 inches away and focus the camera screen on your receipt. Make sure the receipt fills the screen. Once the receipt looks clear and centered, tap the Photo button to capture the receipt image.

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Step 5: On the next screen, tap Use Photo to save the receipt image.

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Step 6: On the next screen, tap AutoFill to scan the receipt image and populate the expense detail fields. See AutoFill Tips & Tricks to maximize this feature.

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Step 7: If needed, make edits to the expense data by tapping the field you want to edit, entering the data, and tapping Done to save your edits.

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Step 7: Tap Save to save the receipt information.

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Step 8: On your Certify Mobile homescreen, tap Sync to upload the receipt and add it to your My Certify Wallet.

Please Note: If you find you uploaded a receipt in error, you can easily delete it. See Deleting Receipts Using Certify Mobile.

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If you have ReportExecutive enabled, receipts in your My Certify Wallet are automatically added to an expense report for you. Alternatively, you can use the Certify Mobile Auto Expense Report Wizard to create an expense report on your mobile device.

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Comments

  • 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
    Syrlena Ferreira

    Some of the employees are telling me that most of the time they don't have time or don't want to fill up all the details of the expense when they take a picture of the receipt with the app on their phone.
    They asked if the images could be uploaded to their wallet without details and the details added when they link the receipt to the corresponding expense. Please, advise how this can be done. Thank you,

  • Avatar
    Jennifer Richardson

    Hello Syrlena, The receipts can be added to the Certify Wallet without details. We then suggest creating the expense report with the Auto Expense Report Wizard. Once the report is created they will need to run through the Cleanup Wizard to enter in the required expense information.

    -Certify Support

  • Avatar
    Rebecca Burke

    Is it possible to upload multiple receipts at once? i.e.- from my gallery, then I can go on the certify site to build the expense report?

  • Avatar
    Kamara McGlorn

    Hello Rebecca,

    When using the mobile device, you are only able to select one receipt at a time. Utilizing our upload and/or email option will allow you to submit more than one receipt at once into your Certify Wallet.

    - Certify Support

  • Avatar
    Sherry Gingg

    Can you add a receipt from your photo gallery in your phone. I do not have hard copy.

  • Avatar
    Drew Patterson

    Hello Sherry,

    Thank you for contacting Certify Support.

    To add a receipt from your photo gallery, use the Add Receipt option in Certify Mobile, and then choose "Gallery" as the source.

    Regards,
    Your Certify Support Team

  • Avatar
    Kim Hagan

    is it possible to sink certify with your photos? Instead of taking a live photo, can I upload a photo from my photo list on my phone?

  • Avatar
    Kaley O'Hara

    Hello Kim,

    Yes, we have a Gallery option on Certify mobile. More information regarding this option can be found here: https://certify.zendesk.com/hc/en-us/articles/203102684-Adding-Receipts-from-your-Photo-Gallery

    - Certify Support

  • Avatar
    Carol Winfrey

    I know how to add receipts however I was adding receipts just now and after I took one of the photos, my screen went to a split screen. Three quarters of the screen is all white and on the other one third I can only see the left side of the prompt screen. I've tried logging out and when I log back in, it returns me to the same screen.

  • Avatar
    Carol Winfrey

    Carol Winfrey Today at 11:13

    I know how to add receipts however I was adding receipts just now and after I took one of the photos, my screen went to a split screen. Three quarters of the screen is all white and on the other one third I can only see the left side of the prompt screen. I've tried logging out and when I log back in, it returns me to the same screen
    winfrey@lpsi.com

  • Avatar
    Dylan Janosik

    Hello Carol,

    Thank you for letting us know about this issue, and reaching out in chat to work through this.

    -Certify Support

  • Avatar
    Dave Greene

    receipts will not syn from my phone

  • Avatar
    Jillian McLeod-Tardiff

    Hello Dave,

    I'm sorry to hear you're having trouble syncing your receipts. Please try locating the Certify app in your phone's app store. Tap Update to update the app and try syncing your receipts again. This should allow you to sync your receipts as expected.

    We will also reach out via email to provide additional assistance.

    -Certify Support