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Expense Report Other Actions Menu

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The Other Actions menu provides several actions that allow you make changes to expenses in an expense report. This article describes the actions available in the Other Actions menu.

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Delete Expense Remove an expense line from your expense report; if a receipt image is attached, it will be returned to your Certify Wallet, however, the expense  will be permanently deleted 

Please Note: This option may be disabled for imported credit card expenses.

Send To Wallet - Remove an expense line from the expense report; both the expense and the receipt will return to your Certify Wallet

Split Expense Split out a specific expense into different categories or departments

Copy - Create a duplicate expense line from another expense line in the expense report 

Add Bank Fee - Select an interbank fee percentage to add to the expense line; this can be used when you are charged for a credit card currency conversion fee for a business expense

Add Image - Add an additional image attachment to the expense line; this could be a second receipt or piece of supporting documentation. 

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Comments

  • Avatar
    Chuck Valentino

    no

  • Avatar
    Jillian McLeod-Tardiff

    Hello Chuck,
    Is there anything specific we can help with? I'll reach out via email to provide direct help.
    -Certify Support