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How to Process Expense Reports for Your Small Business Have a policy in place. ... Create a template to record expenses. ... Have a place for receipts. ... Double-check expenses. ... Add up expenses and receipts. ... Approve reports and process reimbursements promptly. ... 5 expense reporting best practices for your business.

Proof of expense is a key element in the process of managing and reimbursing business expenses. It is used to justify expenses incurred, ensure the compliance of costs incurred and be in good standing with the administration. However, there are so many different methods for each type of expense incurred.

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 receipts@certify.com, the receipt or expense data will be automatically parsed and added to your Certify Wallet.

On your Certify Mobile app homescreen, tap Add Receipt. On the next page, tap Gallery. This will pull up a selection of saved images on your device. Select the receipt image that you would like to add from your photo gallery with the Certify Mobile app. ... Step 5: Tap Sync to send the receipt to your Certify Wallet.

To approve the expense report using Certify, click on Approval Requests on your homepage. On the next page, there will be a list of all expense reports awaiting your approval. To open a report, click on Pending or . On the following page, you will see the expense lines with corresponding receipt images.

In your Certify account on the web, view your Receipts and Expenses in your Certify Wallet. ... On the Certify homepage, click the New Expense Report button. Select the option to Add all items to a new expense report. Enter an expense report name and date range.

Mobile: Download the Certify mobile app on your mobile device. Upload: Upload a picture of your receipt(s) by using your Certify account online. My Expense Report is where you will start your new expense report when you have expenses in your wallet that need to be submitted for approval and reimbursement.