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Manually Creating a New Expense Line with a Receipt


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. 

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    I noticed that if I manually add a receipt, it will appear as a duplicate when the expense is imported from my credit card. Then, I can't delete the credit card import, only the receipt view that I manually entered. It seems that it is creating "double" work for me. Should I just save the picture of the receipt via the mobile app and then wait for the credit card import before adding it to a report?