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Manually Linking Non-Reimbursable Expenses to a P-CardStep 1: On your Certify homepage, open the left menu and click Reporting.Step 2: Scroll to the Integration and Data Feeds box and click the P-Card Reconciliation Report.Step 3: Choose what Date Range you'd like to search by.Step 4: When complete, click Submit.Nov 23, 2021

Step 1: Download the Certify Mobile app on your iPhone, Android or Windows mobile device. Step 2: Login to the app with your Certify username and password. Step 3: Tap the yellow Add Receipt button and take a photo of your receipt. Step 4: Tap the Autofill button, and then enter the remaining expense details.

Certify works directly with the credit companies and the issuing banks to automatically receive your corporate credit card data in Certify. We receive nightly data feeds from all of the major credit card companies, including American Express, Visa, MasterCard, Discover, and Diner's Club.

Attaching Receipts Using the Link Receipts WizardStep 1: On your account homepage, under My Expense Reports, click Drafts.Step 2: Select the expense report you would like to open by clicking the expense report Name.Step 3: Launch the Link Receipts Wizard by selecting Link Receipts above the expense report.More items...?Jan 18, 2022

The Certify Wallet is where all captured receipts and imported credit card expenses are stored before they are added to an expense report.

Step 1: On your account homepage, under My Certify Wallet, select More Items. Step 2: In your My Certify Wallet, locate Merge Items in the upper right-hand corner. When Merge Items is OFF, the Merge Items feature is gray, and Receipt images are separated from Expenses and display in different sections.

In the To field, enter receipts@certify.com. In the Subject line, enter the receipt name. Alternatively, if a vendor has emailed you a receipt, you can forward the emailed receipt to receipts@certify.com. Step 2: Attach your receipts to the email.