Certify wallet expense
WebFeb 1, 2024 · This article shows you, as a Certify Accountant, how to run and review the data in the Receipts in Wallet report. Step 1: Scroll to the report in Reporting. Step 2: Use the applicable search parameters, and click Submit . Step 3: The Receipts in Wallet report displays: Employee Name and ID. WebMar 12, 2024 · Step 1: On your account homepage, click More Methods in the Add Receipts section. Step 2: In the Credit Card Import area, select copy and paste. Please note: Users with an Accountant role will be able to copy/paste expense into any user's Certify Wallet.
Certify wallet expense
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WebJan 16, 2024 · This article shows you how to import missing credit card transactions to your Certify Wallet using the Finicity Support Tool. Step 1: On your Certify account homepage, open your Certify Wallet by … 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.
WebOct 14, 2024 · The Certify Wallet is where all captured receipts and imported credit card expenses are stored before they are added to an expense report. This article shows …
WebMar 28, 2024 · Step 1: On your account homepage, click Drafts . Step 2: Select the Name of the expense report you want to open. Step 3: On an existing expense line, click the arrow (>) to open the Other Actions menu. Click Add Image. Please Note: Add Image is available only if one receipt is already attached. 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 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 .
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