Help Center

Manually Creating a New Expense Line with a Receipt

Follow

This article will show you how to manually create a new expense line and attach a receipt from your Certify Wallet onto an existing expense report. 

Step 1: On your account homepage, select Drafts.

Step 2: Under My Expense Reports, select the expense report Name that you want to open.

Step 3: Under My Certify Wallet, click Add for the receipt you want to add to your expense report.

Step 4: A new expense line will show on your expense report. Click Edit to enter details. 

Step 5: Enter applicable details, and click Save.

Step 6: The new expense line, with its receipt, will now show on your expense report. 

Was this article helpful?
5 out of 12 found this helpful
Have more questions? Submit a request

Comments