Certify Link Document For Free

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.

Step 1: On your account homepage click your name, then click Account Settings. Step 2: On the Account Settings tab, next to Add Credit Card, select a card type from the dropdown menu, Enter your credit card number in the fields provided. Click Save to continue.

Step 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.

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.

Submitting an Expense ReportStep 1: Start with your expense report open, or, select Drafts on your account home page.Step 2: Select the Name of the expense report you want to open.Step 3: After your final review and edits, click Submit for Approval in the upper right-hand corner.More items...?Jan 7, 2022

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.Step 3: To turn Merge Items ON, place your cursor to the right of the Merge Items gray circle and click.More items...?Nov 9, 2021

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.