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Emburse Certify Expense Reviews

Reviews summary

Pros

Ease of use, the mobile app is awesome and convenient, love that I can take pics of my receipts with my phone and upload to the app.

Lisa R.

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We have only been on Certify 4 months, but our sales staff seem pleased with the ease of use. Also downloading the monthly detail for our record retention is a great feature.

Jackie T.

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It is an intuitive platform that has great functionality. It is very well organized and has a great mobile application as well.

Jon B.

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Cons

The document archive location vs the individual expense reports is confusing. Unsure where receipts need to be submitted.

Patrick S.

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A lot of back and forth that caused much inconvenience.

Jennifer T.

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The change to certify took me a couple of months to figure out what to do if I made a mistake. Now I make very few mistakes entering receipts but if I error I can fix the mistake easily.

randy m.

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Overall rating

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positive reviews
98%
would recommend this app

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1,226 reviews

recommended

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Very effective expense management tool.

Reviewed a year ago

I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.

Pros

Certify is a very effective expense management tool. It’s incredibly easy to use and allows me to get my expenses reimbursed very quickly.

Cons

Nothing to dislike. Certify is intuitive and user friendly.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Most bang for the buck

Reviewed 2 months ago

Certify has made our expense program manageable and transparent.

Pros

Certify is intuitive. Users need minimal training.

Cons

Corporate card holders can edit/delete the vendor information when creating a report.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Could be good, but isnt

Reviewed 4 years ago

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...

Pros

App is good to use

Cons

They dont know their system entirely. they will sell you something just to sell you. Their salesmen dont know the ins and outs.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Excellent Expense Reimbursement System

Reviewed 2 months ago
Pros

Great software that fits global needs. Company continues to improve the system.

Cons

There are still some reports that cannot be customized in the system. Have to pull it out and then filter and sort etc.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Certify Review

Reviewed a year ago

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.

Pros

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.

Cons

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.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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Hit the Easy Button

Reviewed a year ago

Much more efficient than the prior system that Murphy utilized

Pros

Mobile and Desktop sync easily. Uploading receipts from the photo function is awesome.

Cons

Sometimes extra entry of receipt information is required but probably because we're still learning the software/app

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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The easiest expense system I have used

Reviewed 5 months ago

Overall one of the easiest platforms we've tried...and we've tried a lot!

Pros

Expenses are always tricky, and making sure people get them in on time and in the proper format for filing... but I've found that Certify, from the app to the optionality, has made it easiest for our teams to expense quickly and correctly.

Cons

It does require ample employee training due to the complexity of billing but the platform makes the process as intuitive as possible for tracking time, processing expenses and generating client invoices.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Certify Expense helps save money

Reviewed 9 months ago

My overall experience with Certify Expense has been great. It has helped our company cut costs and survive in a harsh economic climate. We're in the Casino industry which has been hit hard during this time and we've still managed to stay afloat because of Certify Expense.

Pros

My favorite thing about Certify Expense is how simple it is to approve or deny expenses and we can add notes to explain the reasons for our decision. We handle several projects at once and Certify has helped us cut costs on travel, reduce spending on projects and we've reduced our finance department drastically which helped us save on labor expenses as well. Employees can manage their own travel plan and expenses but adhere to the limits set by management.

Cons

Customer service has been slow to respond to our requests and we often end up solving the issues on our own.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Certify

Reviewed 9 months ago

Certify makes keeping up with business expenses really easy; from the user side and the approval side. I would definitely recommend this to any company.

Pros

I absolutely love Certify for tracking our business expenses. It is user friendly and just really easy to use.

Cons

This is the easiest expense tracking program that I have ever used. I really don't think there is anything I would change about it.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Certify - So Easy and User Friendly

Reviewed 10 months ago

Certify is such an easy program. Not only does our office staff use it, but our Service Technicians have no problems learning and using the system as well - so easy, and I would highly recommend it!

Pros

This expense reporting software is so easy to use. It's awesome how your credit card expenses are automatically added in the system, and how an expense report is generated on a monthly basis. The system even matches up the expenses and receipts for you!

Cons

One area of improvement might be the "sync" function when taking photos of receipts to upload. I have run into a few sync issues but was able to get them resolved quickly. I wish all of the categories were not on the screen at that time, as it would speed things up.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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A different type of expense system

Reviewed 2 years ago

As the administrator I think it's a fantastic program for cost savings in comparison to some other popular expense systems. Users struggle with adapting to this software compared to Concur. The interface is completely different for how reports are created and receipts are uploaded. I like that they are constantly making improvements based on user and administrator feedback (I was informed that the more requests they get for something, the higher that project gets bumped up on their development list).

Pros

I like that there are several option to make it custom to our company (ability to make it work how we need it to). There is a vast learning library available and reporting is visually appealing and easy to find what I need to run as the administrator. The Certify tech support team is responsive and always rolling out new improvements based on feedback, we have already seen several positive changes in the last 4 months since switching to this for expenses and travel.

Cons

User feedback has been that it's not user-friendly, there are several aspects of the software that aren't intuitive and users struggle with learning this system after switching from Concur's interface. As the administrator it's difficult to create specific rules to kick-out certain expense categories for audit. We had to create a work-around by making a secondary account for myself to manually review those exceptions which is pretty odd and causes for a lot of double-work, as those approved by the secondary account come back to me as administrator to approve a second time.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend6/10

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Good for receipt uploads - clunky during report creation

Reviewed a year ago

Our company uses Certify to track and reimburse all work-related expenses. Whether that's a hotel bill for a conference in another state, to the meals and snacks you purchased during your annual off-site retreat, Certify is the way to break everything out by line item and have Finance approve.

Pros

Certify allows the user to upload receipts and put the date of the purchase, which helps Finance get an accurate picture of your work-related spending. You are emailed a notification once your report is submitted, and also when it's been approved. A great feature is the ability to just email the pictures of your receipts on your phone to one email address, which automatically uploads them for you into your account. From there you can fill out the info related to the spend.

Cons

Honestly - Certify is not very intuitive at all. The first time I tried to create an expense report I ended up creating 3 separate reports before noticing that something was off. The platform seems a little buggy, and you can't fix one thing without bulk fixing multiple things. It won't let you move forward unless everything is perfect, and most of the time, it is not clearly communicated what you're missing. You need to upload receipts one by one, but they don't filter into the same report. It's very manual and I dread creating expense reports at the end of any trip because it just takes me forever.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Ceritify app and control software specifically targets and organizes our teams travel log and finance expense reports.

Reviewed 2 years ago

Our team experienced an immediate affinity for Certify as an application which we are using along side our current CRM in order to organize , track , and to monitor travel compliant policy alterations for our yearly , very busy travel schedule. Certify as such has become a concrete asset as we save on needless and potentially expensive travel costs.

Pros

We found that Certify readily integrates inside of our current Control Management Software quite efficiently and easily. Certify's own management team help sire us through this process which ultimately reduced our dependency on IT support which can be costly. Certify offers easy to use tools that allow our employees and resource allocation to create fine tuned reports designed to address monetary waste as well to increase cost efficiency. As advised by Certify's team, we are paying particular attention to travel mileage as well as incurred airfare. AP report generation is also available for our accounting in order to focus on reimbursable costs for each department or by employee.

Cons

We did notice occasional operational instability in the form of minor bugs with this program as well as the necessary synchronization that must be initialized by each employee per server , however overall these inconveniences were mitigated through intervention from Certify's capable client service department. They suggested quite effective work around solutions to keep our report flow steady and current.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy to use travel and expense system

Reviewed 2 years ago

The business problem I am solving with using Certify is keeping all of the expense reimbursements organized. With the organization I currently work with, there are a lot of sales people who do a great deal of traveling that they get reimbursed for. It was difficult in the past to manually look at each receipt and total the amounts. With the system, it helps to streamline the process.

Pros

I like that Certify sends me individual emails for each employee that has submitted an expense reimbursement. It also provides reminders if an expense has been submitted but not approved yet. This helps to keep everything organized and ensure nothing gets missed. With the system, Certify allows the approver to click into each expense and view the receipt. It is easy to approve and if you need to write a note to the employee you can do so within the system. For example, if an employee forgets to submit a receipt, I just write a note to them within the system to please upload the receipt. I then get an email when the employee responds.

Cons

I have had an issue in the past where the employees would not receive emails when I write a note to them in the system. They would have to log into Certify. This issue has since seemed to have been fixed. Other than that the system is easy to use.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Certify Expense Reports

Reviewed 3 years ago

Some of the initial set up takes a little bit of time because if it is done wrong the errors will compound with time. Initial set up is key.

Pros

The software is easy to use, both for the back office and for the people out in the field. The processing of expense reports and the integration into out Quickbooks is much quicker than doing it all by hand.

Cons

We had some errors in the beginning of our use with Certify, in that the software would not allow us the ability to process credit card payments for some of our "Current Assets". I find this strange that nowadays with the use of credit cards for so much of purchasing in the world, that there would be a category of expenses that the software would not recognize. Certify was very helpful in tracking down this issue and explaining it to us.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Certify Review

Reviewed a year ago

With Certify, I am able to ensure that I am getting reimbursed for money that I spend at work both directly and indirectly including gas, mileage, school supplies, food for meetings, and more! Thank you certify for ensuring that I am getting paid for the things I pay for!

Pros

I enjoy how easy the software is to use! I can use Certify with any expenses that I have including receipts from meetings, receipts from purchasing classroom supplies for students, gas receipts, and more. I can even upload receipts from my phone and transfer them to certify in a very simple process which makes my expense reporting stress free! As I mostly use the software for mileage, I enjoy that I can easily input my regular travel and have it deducted automatically while also having the option to "map it" and "round trip" my route in order to have an accurate account of my travel expenses. This software makes my overall expense reporting experience simple and easy!

Cons

At first I did not like how there were so many separate accounts for my work (timecard, notes, expense reporting etc.) However, with Certify, everything you need for expense reporting is in one place. Initially the action tabs can be a bit confusing and can maybe be modified. However, once you understand what they are for and how to use them they are very helpful. Other than that there is not much I would change about certify as it makes my experience so easy and stress free!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Trinity Logistics

Reviewed 2 years ago

With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.

Pros

This is a very intuitive easy to use software but the biggest Pro to this is their customer service. i can't say enough about their service especially on the travel side. Any problem we have ever had in the travel side was immediately taken care of. Very personable. As a user who does travel for the team almost weekly it is such a timer saver to have a service that keeps every ones information on file and provide you with every travel option on one screen. Booking travel is a breeze with certify and the reporting comes directly into the system without having to capture those travel receipts for air, hotel or rental cars.

Cons

Occasionally when you upload receipts it puts the receipt in as a separate entry. I have not figured out what I do to make that happen but it seems to do it most if I don't autofill my receipts. It's not a big issue but more of an annoyance when it happens. That said, its a great product.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Ease of use in the field.

Reviewed 2 years ago
Pros

Entry is very easy with the mobile app. I use this in the field. It is so much more convenient than doing expense reports longhand and having to fax in. Data entry is very fast. Sending in for review and processing is seamless. The few times I needed directions I was able to get accurate help from customer service immediately. They are professional, knowledgeable, and supportive.

Cons

The app has minimal instructions for correcting entry errors after the expense report has been generated. Customer service redeemed this issue by being very knowledgeable and helpful. The available tutorials also only cover general field usage with no help for doing fixes. Also, photos of receipts do not always accurately fill the expense field and do need to be reviewed before saving in order to correct blank or incorrect fields.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Software When You Implement it Correctly

Reviewed 2 years ago

When I worked for a company that already had the software up and running and had time to work out the implementation bugs, it worked great. If you can try to include yourself in any focus groups or test cases during testing, so you can make sure that your regular expenses will be able to be entered.

Pros

As far as travel and expense software go, Certify is very easy to use. The first time onscreen prompts help you figure out how to enter expenses for reimbursements. I've used other mobile expense software, and I would have to say that Certify has the friendliest interface, and it is difficult to get wrong. The menus and layout make it easy to find current submissions, past reimbursements, and to update your profile.

Cons

I have worked at a company where we switched from one T&E software to Certify, and the experience was terrible. While the interface was great, there were too many steps required in order to enter an expenses. I would also have trouble when I tried to split an expense for a single charge, and had to contact my accounting department as well as Certify Support. It was determined that certain steps were overlooked when the initial implementation of the software was done, so it took an extra 2-weeks, before I could correct my error. Unfortunately for me, this pushed me into the window where the Credit Card I used got charged the interest for that month. I was of course paid back, but it was a hassle none the less.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend7/10

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Certify Review

Reviewed 8 months ago

- Overall, I really enjoyed my experience with Certify. The benefits of this program is that I was able to collect all my supervisor's incoming expenses and receipts and invoices with very minimal frustration and confusion due to Certify's organized program.

Pros

- how organized the interface is (ability to easily find and go to where I need to go) - classic, clean, sleek look to the website

Cons

- I remembered a few times where I had to click backwards in order to accomplish something moving forward. For example, when I was creating a expense, if I wanted to look at the overview of the expenses, I'd have to click backwards in order to view it, and then go back to the expense report that I had just created. A lot of back and forth that caused much inconvenience.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Solution for a team with heavy travel

Reviewed 2 years ago

We switched from excel based spreadsheets for expenses and having to tape receipts onto pages to submit. This makes life so much easier when on the road. I can approve reports much quicker now that they are cloud-based.

Pros

Ability to track expenses for a team. Smartphone use, from uploading receipts to booking travel, makes it easy to stay on top of the expense reports.

Cons

Some of my team likes to book travel by train and this isn't very easy to do through Certify. Sometimes flight changes have not been communicated in a timely fashion to some of the team.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Convenient One Stop Product for our Team's needs

Reviewed 2 years ago

We love this product and in my 8 years here we have had two others that were difficult and the customer service left a lot to be desired. Great product and Great Service.

Pros

As the person who books travel for our entire leadership team, I love that I can go to one reliable source and search all travel options. Trying to create itineraries that meet all their schedules is challenging but this software enables me to look at all the options in one place. We originally used it for airfare but have come to rely on it for hotels and car rentals as well. I also have to give a "10" to their customer service. They are prompt, friendly and reliable. I never have to wait for an answer and when we need to make changes they take right over and get it done.

Cons

To be honest, I really can't think of a "con". I have never had an issue with Certify Travel & Expense.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Creating expense reports couldn't be easier!

Reviewed 2 years ago

Before Certify, I had to physically tape receipts to a piece of paper and scan it to our finance department. Now, I take pictures of receipts as I get them or forward receipts from my email. I can then easily create, send, and approve expense reports.

Pros

Creating expense reports couldn't be easier! I set up my account so that I can forward email receipts directly to Certify and the app makes it super easy to snap photos of receipts and upload them. In my role, I also have to approve expense reports - Certify makes it easy to do that (and make edits when something is submitted incorrectly). PLUS, their customer service is great - they are super supportive and friendly and are able to resolve any issues that arise quickly.

Cons

There's not much I don't like about it, but sometimes Certify will guess what expense category something belongs in, but it is often wrong (I just ignore it, so it's not a huge problem).

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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This software is like an "EASY" button for life!

Reviewed 3 years ago

The ability to keep track of every mileage reimbursement that I had ever had!

Pros

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!

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Certify Employee Review

Reviewed 2 years ago

A huge business problem that certify has to help me to fix, is cutting unnecessary cost in our company. With its easy to use software, I was able to see what cost I could cut, therefore saving our company more money!

Pros

This software is really great. I provide all the snacks, office supplies, and other employee-related equipment to my team of about 120 employees. Therefore I use Certify a lot and its extremely easy to use. I love how I can just snap a photo an upload my receipt right after purchase to keep things in order. It also gives you tips and tricks if you mess up an expense. I would highly recommend this software to any companies that have company credit cards. It's very easy to learn and very easy to use!

Cons

There really is not a lot of things I dislike about Certfity. I use it every day and I find it a very easy product to use.!

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