Certify is a web-based expense management solution recommended to companies in any industry. The solution can be used to track, approve, and reimburse expenses; book travel; and analyze spend.
With Certify Mobile, users can capture receipts using the camera on their iPhone, Blackberry, Android or Windows Phone. The offline-syncing mode enables travelers to log every expense instantly even when they are in areas with no or limited internet connectivity. A receipt parse feature will automatically extract data from receipts and an auto-fill feature automatically fills out the expense report with that data. Electronic receipts can be scanned, uploaded, faxed, or even text-messaged into the system. The system will generate expense reports on specified dates and reimbursement can be automated.
Certify integrates with accounting systems such as QuickBooks Pro and Enterprise, SAP, Oracle, and Microsoft Dynamics. The system also receives data directly from credit card platforms through a PCI-compliant connection.
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.
Joshua V. Secteur: Assurance Nombre d'employés: 51-200 employés
It has greatly streamlined the process of inputting and calculating expenses. The system has a great process then for moving expense reports through the organization for approvals and/or comments if need be.
Certify brings some order to the otherwise chaotic process of tracking receipts for expenses. There are several ways to import receipts, from your mobile device via the app or via the webpage on your PC. The layout makes alot of sense and its just an intuitive product to use.
No major concerns. There might be a better way for standardizing mileage within an organization, ie always use the same mapping option, etc.
Vaibhav M. Secteur: Transport routier/ferroviaire Nombre d'employés: Auto-entrepreneur
Managing money while travelling had never been so easy and manageable before this guy. Right from $1 to no limit, am able to manage it all with mere couple of clicks.
We travel a lot as family. We stop at multiple points, shop at multiple points and spend at multiple points. Travelling expenses and keeping track of them were becoming a huge concerns where we traveled for more than 5 weeks in a row. We had to had a tool which could help us with that. We use the mobile platform for the software to track the expenses. A simple pic of the receipt of material, tag it with location, add a small description and boom...you are all set for next stop.I like where we were able to tag the receipt with quick note
Some time the geo tagging of the picture that comes when you update a receipt is off by some meters. Like if you go on a strip mall and you go to multiple shops it becomes difficult to bifurcate the pics. May be I am learning the software and the software already has it. But apart of this perfect travel buddy
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.
Try to find something else.
Utilisateur vérifié Secteur: Marketing et publicité Nombre d'employés: 201-500 employés
It has been very positive. I will continue to recommend fellow business owners to use it for their employees. It saves time and you do not have to keep a paper trail it is all done in the software.
I really enjoy this software, I travel with my job and I am able to log how many miles I drive and then I am able to use the software and send my mileage over to my management and then they are able to reimburse me. It is a very easy program to use and I would recommend this to any business owners.
I have not found anything that I do not like about this software. I think it is simple and easy to use and I will continue to use it.