Uploaded receipts but can not submit them

Create a Certify expense report 

• You can submit one Instructional Materials Reimbursement request per year.  

• This expense report is in lieu of the paper reimbursement form.

• Can create online or in the Certify app.

1. Click New Expense Report online or Auto Expense Report on the mobile app

2. Typically, “Add all items to a new expense report” and Next

3. Expense Report name auto populated with the date range of your receipts.  You can leave it as the name or change it to Instructional Materials Reimbursement and click  Next

4. Click Finish to generate report

5. Use Cleanup Wizard(upper right) to resolve  flag(s)errors

6. A red box will appear around fields that must be added or corrected

1. Make sure to add a clear instructional purpose in the Reason field**

7. An exclamation (!) may warn you that your receipts exceed the annual reimbursement limit.  You can still submit all these receipts but the highest reimbursement amount will be the annual limit.

8. Double check your receipts (for correct vendor, date, amount and reason).  

Use the yellow pencil icon in the Expense column to view the receipt details.

1. Click the blue Submit for Approval button.

2. Check the box to Certify that the expense report is true and accurate

3. And Submit!