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Release Notes: December 18, 2015

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Merge Expenses Tool

This new tool will assist users by offering a tool to merge potential duplicate expenses and receipts. The Merge link will appear when a  credit card expense and manually created receipt, with the same date and amounts, are included in the same draft report. Clicking the Merge link, will merge the two like expense lines into one line that is both linked to the credit card and contains the attached receipt image. 

 

Per Diem Expenses by Enhancement

A Total Approved column has been added to the Summary Information section on the Per Diem by Employee report. Additionally, Total Approved and Converted Approved Amount columns have been added to the Details section. 

Potential Duplicate Logic for Split Expenses Enhancement

Split expenses that have the same date and amount, will no longer be flagged as potential duplicate expenses. 

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  • Avatar
    Susan Pasco
    I tried merge function, how do I delete duplicate expenses and be sure expenses are matched with correct one
  • Avatar
    Michelle Negrete
    Hello Susan, When our system detects a duplicate between the imported credit card expense line and a manually created expense, it will present the Merge Expenses link. Clicking the Merge Expenses link, will merge the two like expense lines into one line that is both linked to the credit card and contains the attached receipt image. In cases where the Merge Expenses link does not show up, you can delete the manually-created expense, which is the one without the imported credit card stamp with ...XXXX-last four digits. To do this, click on >> for the Other Actions menu and Delete Expense. Kindly, Your Certify Support Team
  • Avatar
    Susan Miller
    Hi - I have two draft reports for Jan 2016 and want to add them together. how do i do that?
  • Avatar
    Michelle Negrete

    Hello Susan,

    To combine expenses/receipts from two reports, delete one of the drafts--this will return expenses/receipts contained within the draft to your Certify Wallet.

    To delete the Draft, click on Drafts under My Expense Reports from the homepage.  On the following page, you will click on the red X to the right of the report name to delete it. 

    Then you can use Auto Expense Report Wizard to add the receipts/expenses to the remaining Draft. https://certify.zendesk.com/hc/en-us/articles/202659764-Auto-Expense-Report-Wizard

    Kindly,

    Your Certify Support Team

  • Avatar
    Alibia Devente

    The report does not acknowledge a duplicate expense. Can this function be added under other actions?

  • Avatar
    Kaley O'Hara

    Hello Alibia, We have reached out to you via email to gather more information on your issue.
    -Certify Support