WebMar 9, 2024 · Email is a quick and convenient method for adding receipts and expenses to your Certify Wallet. When email with receipt attachments or expense data is sent to [email protected], the receipt or expense data will be automatically parsed and added to your Certify Wallet. WebMar 21, 2024 · Step 1: To begin creating your Certify account, select the link from your email. Step 2: The link takes you to the Certify website. Enter the login credentials you received in your Welcome to Certify email into the Email and Password fields, and click login. Step 3: On the next page, you are prompted to create a new password.
Manually Adding Expenses to a New Expense …
WebMar 13, 2024 · Certify offers a convenient method for attaching receipt images from your Certify Wallet to expense lines using the Link Receipts Wizard. This article shows you how to use the Link Receipts Wizard . Step 1: On your account homepage, under My Expense Reports, click Drafts . WebCertify Mobile. Training Camp: Certify Mobile; Certify Wallet. Training Camp: Certify Wallet; Creating Reports. Training Camp: Creating Reports; Approving Reports. Training Camp: Approving & Processing Reports; Certify ACH. Training Camp: Certify Payments; Submitting and Linking Spend Requests. Training Camp: Submitting and Linking Spend ... terms of reference job role
Receipts in Wallet Report – Certify Help Center
WebCertify Wallet, you can add them to your travel expense report by simply clicking . Select . in the . Add Expense . section and then clicking on . Select. next to the related receipt in the . My Certify Wallet . section. • Review/edit your expense’s receipt(s) details by clicking on next to the expense. • Helpful Hints: When adding expense WebMar 11, 2024 · 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 WebMar 11, 2024 · Merge Items gives you the choice to view Receipts and Expenses combined in your My Certify Wallet. This is helpful if you have imported credit card expenses enabled for your account. Using Merge … terms of reference london sport evaluation