The ability to keep track of every mileage reimbursement that I had ever had!
When traveling as much as I used to for work, Certify gave me the ability to not only keep track of where I went, but the notes feature allowed me to keep track of why I was going there. I actually had an error occur at work which caused me to have to go back 3 YEARS and give the accounting department a list of every time I drove to headquarters. Being able to go back into Certify to find specific times/dates/mileage/etc. helped me prove that I was actually owed a few hundred dollars! It was no fault of my company or myself, just one of those oversights that could have been missed by anyone. But had I not had Certify and it's ability to keep track of EVERYTHING, I never would have been able to prove the error had occurred!
Even though I used the app on my phone for years, I still found myself getting confused when it came to determining whether I needed to create an "expense" or a "receipt" - I think there should/could be an easier way to label these two options so that it identifies more with what each one actually means. While it may look as though it should be self-explanatory, there were times when I would just forget.
Likelihood to recommend: 10/10
Much more efficient than the prior system that Murphy utilized
Mobile and Desktop sync easily. Uploading receipts from the photo function is awesome.
Sometimes extra entry of receipt information is required but probably because we're still learning the software/app
Likelihood to recommend: 9/10
It is extremely handy to submit and get repaid for expenses. I'm a HUGE fan of company credit cards being preloaded so I don't have to personally shell out a couple thousand for a flight/hotel. For someone who remembers the days of photocopying receipts and physically signing expense sheets, this program is a godsend.
I love that I can put the app on my phone and take pictures of receipts (or whatever) and build my expense report as I go. I love that I can book airfare and hotels from the single platform. And I love that I can build an expense report and get the reimbursement back to me in a few days via ACH.
Booking a hotel can be a little confusing because there are endless options with shorthand codes for different sizes, etc. And if your organization has put in confusing policies/rules (or just not implemented them all the way) you can run into some roadblocks.
Likelihood to recommend: 9/10
Im going to make this kind of short.... I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it. Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me). The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap. The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol. 1) Check expense(s) in wallet 2) Click Add to report, 3) Chose whether you want a new or existing report. 4) Confirm that you want to do that. 5) Wait for the expenses to load(which can take a while if you have a lot) 6) click edit 7) Edit the expense, click save (I'll give them this one) 8) Click the icon to open a menu 9) Click Send to wallet. So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple. So why do I have to leave the wallet to edit an expense? Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses? I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.
App is good to use
They dont know their system entirely. they will sell you something just to sell you. Their salesmen dont know the ins and outs.
Likelihood to recommend: 3/10
The overall experience with Certify has been great, I am able to submit receipts easily and also I am able to help and assist managers when they need me to submit expenses for them when they aren't able to.
Our company is a fairly new company and when we 1st started out the company was using another software that was so complicated at times! Then they introduced us to the certify software and it was much easier to upload and track our expenses. You get to see the step by step process of approvals and you the software makes it so easy to edit and make corrections! Very simply software.
There was an issue one time when I submitted an expense for reimbursement and the expense was never paid because that was a glitch somewhere in the system where accounting did not process the expense that was submitted.
Likelihood to recommend: 10/10
Certify Now! (1-25 employees) : $8 per user/month
Professional version (25-200 employees) : Monthly service fee
Enterprise version (200+ employees) : Annual fixed pricing
Contact Certify for more information on pricing.
Expense reports have gotten a bad rap. From the perspective of both employees and employers, filling out and approving them can sometimes feel like more hassle than it’s worth. Certify is looking to change that perception by offering the latest tools and technology to business travelers and accounting professionals at companies of all sizes.
Offering a way for employees to generate automated expense reports, Certify is all about saving people time and money. Business travelers who’ve downloaded its mobile app can snap pictures of their receipts to create automated expense reports. Those reports are then submitted on scheduled dates, and they are reimbursed almost immediately. Company administrators have the ability to analyze reports on travel and expense spending, making Certify one of the smartest ways for organizations to prevent fraud, eliminate data entry, and shorten expense report processing time.
A few of Certify’s most important features include a mobile app, ReceiptParse™, ReportExecutive™, electronic receipts, Spend Smart, approval workflows, automated compliance, and an advanced reporting suite.
Certify is a web-based solution that offers an easier way to manage travel and expense reports. It saves time and money, and it helps to ensure that organizations of all sizes stay in compliance with the law.
Auto-generated expense reports for employees eliminate the need for in-house accountants to track down business travelers for their expense reports, while a straightforward mobile experience—which includes Certify’s patent-pending ReceiptParse scanning technology—eliminates the need for paper receipts. Certify also boasts integrated travel booking, a mileage calculator, and user reviews of local businesses that travelers can reference while they’re on the road.
Certify’s mobile app enables business travelers to track expenses when they’re outside the office. Using any connected smartphones or tablet, professionals are able to snap photos with their phones and sync those images with their Certify accounts.
By downloading the Certify Mobile and snapping a photo of a receipt, Certify will automatically fill in the expense data. You’ll then have the option to review and edit those details before submitting your report to the accounting department. The Sync feature also allows you to sync receipts and expenses with Certify Wallet.
Certify ReportExecutive™ completely automates the process of creating expense reports. This includes scheduling and generating reports. Certify also sends email reminders to employees and approving managers at pre-selected intervals.
You can determine how frequently expense reports should be generated at your company—for example, once each month or once each quarter—and then setup Certify to send your employees a reminder that their reports are ready for review. Your employees will have the option to look at their own reports and report any inaccuracies before clicking “Submit.” Upon submission, reports are automatically routed to management for approval.
Certify’s unique ReceiptParse™ feature uses auto fill and extraction technology to accurately add receipt data to expense reports. Information such as the amount, location, vendor, date, and category are captured from receipts and used to auto-populate expense reports. Individual expenses can be categorized, as well.
When you grab a coffee on your next business trip, pull out your smartphone and snap a photo using Certify’s mobile app. Select auto-fill to extra data from your receipt, and then review that data against your paper receipt before saving the image to your report. When you categorize an expense from a particular vendor—for example, tagging a receipt from Starbucks as “beverage”—Certify remembers that information and uses it to automatically categorize your purchases during subsequent trips.
Certify has developed reporting tools for every person in the office. A full reporting suite helps managers and accounting departments ensure that expense reports are in compliance with the law. These same reports can help managers better understand spending trends by department or business unit.
As an employee, you can visit Certify’s reporting suite to track your mileage and airfare, or to see if you’ve incurred any policy violations. This information may be helpful if you work at a company that factors policy violations into performance reviews. If you’re a manager or an executive, then the reporting suite is perfect for ensuring department goals are being met and comparing expenses between individual sales representatives or teams. Certify even provides you with top-line reports, into which you can drill down for more detailed information about employee spending habits and trends.
Certify integrates with hundreds of accounting, enterprise planning and human resources systems. In particular, the company provides turn-key integration with QuickBooks Pro and QuickBooks Enterprise. Organizations that use QuickBooks Pro and QuickBooks Enterprise can link data and download accounts payable data. The QuickBooks Sync tool is included at no additional cost.
Certify starts at $8 per user, per month for small businesses. Upgraded Professional and Enterprise plans are available for medium and large businesses, as well.