Automated Certify Missing Receipt Chasing
Every morning, WebRun opens Certify, goes through the expense lines still in progress, finds every item with no receipt attached, notes who spent the money and when, logs them in Airtable, and posts finance a Telegram chase list grouped by employee with a drafted nudge for each.
How do I chase employees for expense receipts they never uploaded?
WebRun opens Certify every morning, finds the expense line items with no receipt attached, and works out who spent the money. It logs each one in Airtable with the amount and date, drafts a nudge per employee, and posts finance a chase list in Telegram so nothing stalls at month end.
- Receipts get chased daily, while people still remember the spend
- Month end stops being the first time anyone notices a gap
- Every nudge is drafted for a human to send, never sent automatically
Built for finance teams · bookkeepers · office managers · controllers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
expense.certify.comin a real browser with your saved login - no setup, no API keys. -
1
Certify - find lines with no receipt
certify.com
WebRun opens Certify to find lines with no receipt. - Open Certify and list the expense reports that have not yet been submitted for approval
- Open each report and find the line items with no receipt image attached
- Capture the employee, the merchant, the amount, the date of spend, and any policy violation flag
- Read only. Never submit, approve, or edit a report on someone's behalf
Done when Every expense line missing a receipt is listed with its employee and amount.
-
2
Airtable - log the missing receipts
airtable.com
WebRun opens Airtable to log the missing receipts. - Open your expense tracking base in Airtable and add a row per missing receipt
- Write the employee, merchant, amount, date of spend, and days outstanding
- Close out rows where the receipt has since been attached, so the list only shows live gaps
Done when Airtable shows every open missing receipt and how long it has been outstanding.
-
3
Telegram - post the chase list
telegram.org
WebRun opens Telegram to post the chase list. - Post the day's chase list to your finance channel, grouped by employee
- Put the oldest spend and the largest amounts first, with the total value at risk
- Include a short drafted nudge per employee that a human can copy and send. WebRun never messages employees itself
Done when Finance has today's chase list with a drafted nudge per employee.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email employees about their receipts?
No. WebRun posts the chase list to your internal Telegram channel and drafts the wording, but a person sends the nudge. It never messages an employee on its own.
Does it change anything inside Certify?
No. WebRun reads the expense reports and their line items only. It never submits a report, approves one, or edits a line, so the audit trail stays clean.
What happens once someone attaches the receipt?
The line drops off the next morning's list. WebRun reads the live state of every report on each run, so anyone who has caught up is not chased again.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.