Certify Purchasing

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Organizations of all sizes rely on Certify Purchasing to deliver best-in-class travel and expense management solutions with award-winning customer support and user experience.
Overview

Certify Purchasing is a great-in-class procure-to-pay answer that simplifies the spend control method with automated performance.

Specifications

Platforms

  • Cloud, SaaS, Web
  • Macintosh
  • Windows
  • Linux
  • Android
  • iOS

Languages

Customer Support

  • In Person
  • Live Online
  • Webinars
  • Documentation

Business Usage

Company
Name Certify
Location United States
Description

Certify Purchasing innovates the AP and finance functions with virtual requisitioning, buy orders, receiving, invoice control, supplier payment, and budget control workflows. Built-in controls adhere seamlessly for your corporations regulatory requirements and approvals approaches to force compliance and preserve purchases inside price range and policy.

Screenshots

Overall Rating

4.1 / 5
Features
(4.4)
Ease of use
(4.4)
Value for money
(3.4)
Customer support
(3.5)
Reviews
10314
Unspecified employees

Overall Rating
Features
Ease of use
Value for money

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

The capability to hold tune of every mileage reimbursement that I had ever had!.
Pros
  • When visiting as lots as I used to for work, Certify gave me the potential to now not simplest hold song of in which I went, however the notes characteristic allowed me to hold tune of why I changed into going there. Helped me prove that I was in reality owed some hundred greenbacks! It become no fault of my business enterprise or myself, simply one of those oversights that would were overlooked with the aid of anyone. Being capable of go returned into Certify to locate precise times/dates/mileage/etc. But had I no longer had Certify and it's capability to preserve tune of EVERYTHING, I never could were able to show the error had happened!. I truely had an errors occur at work which brought on me to must move again three YEARS and deliver the accounting department a list of each time I drove to headquarters.
Cons
  • While it can appearance as although it should be self-explanatory, there had been instances once I would simply forget about. Even even though I used the app on my cellphone for years, I still found myself getting pressured while it came to determining whether or not I had to create an "price" or a "receipt" - I think there need to/could be an less difficult manner to label these options in order that it identifies greater with what every one clearly approach.
10313
51-200 employees

Overall Rating
Features
Ease of use

Cerifty Makes Expense Tracking Easy

The gadget has a tremendous method then for shifting price reviews through the business enterprise for approvals and/or remarks if need be. It has substantially streamlined the process of inputting and calculating costs.
Pros
  • The layout makes alot of feel and its just an intuitive product to use. Certify brings a few order to the in any other case chaotic technique of monitoring receipts for costs. There are numerous methods to import receipts, from your cellular tool through the app or thru the webpage on your PC.
Cons
  • No important concerns. There is probably a better way for standardizing mileage within an employer, ie constantly use the same mapping choice, and many others.
10312
Self-employed employees

Overall Rating
Features
Ease of use

Best for vivid traveller

Managing cash at the same time as touring had never been so easy and potential earlier than this man. Right from $1 to no restriction, am able to control all of it with mere couple of clicks.
Pros
  • We tour plenty as own family. We use the cellular platform for the software to tune the charges. We had to had a device which can assist us with that. A simple % of the receipt of fabric, tag it with location, add a small description and growth. Travelling expenses and preserving music of them had been becoming a large issues wherein we traveled for more than 5 weeks in a row. You're prepared for next forestall. I like in which we had been capable of tag the receipt with quick be aware. We stop at a couple of points, keep at multiple points and spend at multiple factors.
Cons
  • Like if you go on a strip mall and also you go to more than one shops it turns into difficult to bifurcate the snap shots. But aside of this perfect tour friend. Some time the geo tagging of the picture that comes whilst you replace a receipt is off by using some meters. May be I am getting to know the software program and the software program already has it.
10311
Unspecified employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Could be good, but isnt

Oh did I mention they've an implementation rate they create up just before you sign with them? Its now not reasonably-priced. So 9 steps. So why would you make my existence harder if I even have MORE fees? I desire this saves you from some problem, fees are complex, this is my 2nd pass round losing dozens of hours. The import into quickbooks did now not go as promised as well. I became lied to inside the sales procedure, implementation dropped the ball usually. Due to all of this I now experience as though I recognize extra about Certify than my salesman did when he sold me this crap. The have a Wallet and a Report, you cannot edit most fields inside the wallet, you have to circulate expenses right into a "draft record" then flow them back into your wallet! Its about a ten click process simply to trade the quantity of a receipt or trade a class- very important things, heres the system lol. The app for the smartphone is pretty true, Android better than IOS I think. I had to re-enter my credit score cards three instances, and I had 15 credit cards. The Layout is terrible, you need to affirm simple things, however you could delete an fee with out a extra scrutiny. 5) Wait for the expenses to load(that may take some time if you have loads) 6) click edit 7) Edit the expense, click shop (I'll deliver them this one) eight) Click the icon to open a menu 9) Click Send to pockets. I actually have 25 very unhappy users and one irate admin (me). The Web utility even though is terrible, just horrible. 4) Confirm that you need to do that. Due to being lied to in the course of sales, I had to discern out how Certify labored rather than it just working for me. They have zero followup if you have an difficulty. Im going to make this type of short. But they may "discount" it. They don't have any manner to be able to get better deleted fees. I had to name the financial institution to get character logins for all my credit playing cards. So why do I ought to depart the pockets to edit an cost? Oh and when you have a number of receipts they remove the "merge" choice. There is an trade way however you get to chose from a touch window and you cant select a couple of. My implementation train and even the implementation supervisor I had to talk with in no way accompanied up with me. 1) Check price(s) in pockets 2) Click Add to record, 3) Chose whether or not you need a brand new or present file. This suits your receipts together with your CC fees robotically! But you cant have more than one hundred or a hundred and fifty traces of expenses/fees, they cant decide on which variety, however its between there.
Pros
  • App is good to use
Cons
  • They dont understand their device totally. They may promote you some thing simply to promote you. Their salesmen dont recognise the ins and outs.
10310
201-500 employees

Overall Rating
Features
Ease of use

Great For Traveling or Expenses

It has been very advantageous. I will keep to recommend fellow commercial enterprise owners to use it for his or her employees. It saves time and you do now not should hold a paper path it is all carried out in the software.
Pros
  • It is a very smooth program to use and I would advocate this to any business proprietors. I truly revel in this software program, I journey with my process and I am capable of log how many miles I power and then I am able to use the software program and ship my mileage over to my control and then they're able to reimburse me.
Cons
  • I suppose it is simple and easy to use and I will retain to use it. I even have not discovered something that I do not like approximately this software.
10309
11-50 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify travel

We are extra green at getting our costs reimbursed in a timely fashion and it's far directly deposited into our account within Days.
Pros
  • Helps maintain you prepared and helps you to recognise while to count on a reimbursement to your fees. I like this software due to the fact you can take a picture along with your smartphone and add it or use your pc.
Cons
  • When first getting to know to apply the software it was tough to remember in which to move and to click on save and publish no longer simply save.
10308
11-50 employees

Overall Rating
Features
Ease of use

So simple to use

Pros
  • What I just like the most approximately Certify is the fact that I can without difficulty post my price reviews via the app or I can login to the computer. In the past we used to apply spreadsheets and had to test receipts, now it's so a good deal simpler simply take a photo of the receipt and it even fills it in for you and submit and you are achieved.
Cons
  • There's not anything I dislike approximately Certify I have not had any troubles with it and I apply it to a weekly foundation. I love the simplicity and how short I can cope with my expense reviews.
10307
51-200 employees

Overall Rating
Features
Ease of use

User Friendly Expense Software

It's user pleasant and I love the ability to use the cellular app. Overall it's a splendid software program for expenses.
Pros
  • I also like that you can put up receipts the usage of extraordinary strategies. I like that I can merge prices after I put up my receipts the usage of exceptional strategies.
Cons
  • Then I just must trade what isn't always accurate. The simplest aspect I like least is that it attempts to robotically fill out a number of the fields for you.
10306
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Ease in Expense Reporting

It has allowed myself and others more time to recognition on center business in place of fee reporting.
Pros
  • It cuts down the guide entry and receives reviews carried out in a fragment of the time. Scanning a receipt and permitting the program auto-populate the prices and sort is this type of breeze on the way to make use of.
Cons
  • At this time there's nothing I do not like about the software, it does what it wishes to do and cuts my time incredibly.
10305
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Great for tracking expenses

Wish it might display charges that the agency paid for with out me buying initially. Great for maintaining tune of all of my expenses.
Pros
  • This application does a splendid job itemizing every expense and spelling out what's and what isn't always included and what sort of is protected via your business enterprise.
Cons
  • The record archive area vs the man or woman rate reviews is confusing. Unsure wherein receipts need to be submitted.
10304
10,001+ employees

Overall Rating
Features
Ease of use
Value for money
Customer support

A different type of expense system

Users warfare with adapting to this software in comparison to Concur. The interface is absolutely one-of-a-kind for how reviews are created and receipts are uploaded. I like that they're constantly making improvements based on user and administrator comments (I became knowledgeable that the extra requests they get for something, the better that task receives bumped up on their improvement list). As the administrator I think it is a brilliant application for value financial savings in comparison to a few different popular rate systems.
Pros
  • I like that there are several choice to make it custom to our organization (capacity to make it work how we want it to). There is a tremendous getting to know library available and reporting is visually appealing and easy to locate what I want to run as the administrator. The Certify tech assist crew is responsive and usually rolling out new enhancements primarily based on remarks, we have already seen numerous advantageous changes inside the ultimate 4 months considering the fact that switching to this for fees and tour.
Cons
  • User remarks has been that it's now not user-friendly, there are several factors of the software program that are not intuitive and customers conflict with gaining knowledge of this machine after switching from Concur's interface. We needed to create a work-around by way of making a secondary account for myself to manually evaluation those exceptions that's pretty atypical and causes for quite a few double-work, as the ones authorised through the secondary account come lower back to me as administrator to approve a 2nd time. As the administrator it is hard to create precise regulations to kick-out sure cost classes for audit.
10303
11-50 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Ceritify app and manage software mainly objectives and organizes our groups tour log and finance rate reviews.

Our group experienced an instantaneous affinity for Certify as an utility which we're the usage of alongside aspect our cutting-edge CRM so as to prepare , track , and to display tour compliant policy changes for our yearly , very busy journey agenda. Certify as such has grow to be a concrete asset as we save on unnecessary and probably highly-priced journey prices.
Pros
  • Certify offers clean to use gear that allow our personnel and resource allocation to create quality tuned reports designed to cope with financial waste as nicely to boom value efficiency. AP document technology is likewise to be had for our accounting as a way to consciousness on reimbursable charges for each department or through employee. Certify's very own control team help sire us thru this process which in the long run reduced our dependency on IT aid which may be luxurious. We observed that Certify with ease integrates internal of our contemporary Control Management Software quite successfully and without problems. As recommended via Certify's team, we're paying unique attention to tour mileage in addition to incurred airfare.
Cons
  • We did note occasional operational instability in the form of stripling insects with this software in addition to the important synchronization that have to be initialized by using every worker in step with server , but general these inconveniences were mitigated via intervention from Certify's capable patron carrier department. They cautioned quite effective work round answers to hold our document drift steady and contemporary.
10302
1-10 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Easy to use travel and expense system

It become tough in the beyond to manually examine each receipt and total the amounts. The commercial enterprise hassle I am fixing with using Certify is retaining all of the rate reimbursements prepared. With the machine, it enables to streamline the process. With the employer I currently work with, there are a lot of income individuals who do a extraordinary deal of traveling that they get reimbursed for.
Pros
  • It additionally provides reminders if an rate has been submitted but no longer approved but. This facilitates to preserve the whole thing prepared and make sure nothing receives overlooked. I then get an email when the employee responds. With the device, Certify permits the approver to click into each price and view the receipt. I like that Certify sends me man or woman emails for every employee that has submitted an price repayment. It is easy to approve and in case you want to write down a be aware to the worker you could do so inside the gadget. For example, if an worker forgets to publish a receipt, I simply write a notice to them inside the machine to thrill add the receipt.
Cons
  • Other than that the system is easy to apply. I actually have had an issue in the past wherein the personnel might not get hold of emails once I write a be aware to them within the machine. They could ought to log into Certify. This difficulty has due to the fact seemed to have been constant.
10301
11-50 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify Expense Reports

Initial set up is prime. Some of the preliminary set up takes a little bit of time due to the fact if it is carried out incorrect the errors will compound with time.
Pros
  • The processing of expense reviews and the integration into out Quickbooks is much faster than doing it all by using hand. The software program is easy to use, both for the back office and for the human beings out within the discipline.
Cons
  • We had some mistakes inside the starting of our use with Certify, in that the software would no longer permit us the potential to process credit score card bills for some of our "Current Assets". I locate this unusual that nowadays with using credit score cards for a lot of buying inside the international, that there might be a class of charges that the software might not recognize. Certify turned into very beneficial in tracking down this problem and explaining it to us.
10300
201-500 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Trinity Logistics

With Certify our costs of reserving tour are down and it is also an responsibility device in dealing with our tour coverage.
Pros
  • I cannot say enough about their carrier specifically at the travel aspect. Any problem we have ever had in the journey aspect was right away sorted. Booking tour is a breeze with certify and the reporting comes immediately into the device without having to capture the ones travel receipts for air, inn or condo motors. As a user who does tour for the crew almost weekly it's far this type of timer saver to have a provider that continues every ones records on record and offer you with each journey choice on one display screen. This is a totally intuitive easy to apply software program however the most important Pro to that is their customer support. Very personable.
Cons
  • That stated, its a tremendous product. Occasionally when you add receipts it places the receipt in as a separate entry. I even have no longer found out what I do to make that happen however it appears to do it maximum if I do not autofill my receipts. It's now not a big difficulty however greater of an annoyance whilst it occurs.
10299
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Ease of use in the field.

Pros
  • I use this within the subject. The few instances I wished guidelines I become capable of get correct help from customer service at once. Data access could be very speedy. Entry is very clean with the mobile app. Sending in for evaluation and processing is seamless. It is so much extra handy than doing price reviews longhand and having to fax in. They are professional, informed, and supportive.
Cons
  • The app has minimum instructions for correcting entry errors after the expense document has been generated. Also, photos of receipts do now not constantly correctly fill the fee area and do need to be reviewed earlier than saving so that it will accurate clean or wrong fields. Customer carrier redeemed this trouble by means of being very informed and helpful. The available tutorials additionally only cowl fashionable subject usage with no help for doing fixes.
10298
201-500 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Great Software When You Implement it Correctly

When I labored for a agency that already had the software up and going for walks and had time to exercise session the implementation insects, it labored first-rate. If you could attempt to encompass yourself in any recognition companies or take a look at cases throughout trying out, so that you can ensure that your ordinary expenses might be capable of be entered.
Pros
  • The first time onscreen activates assist you figure out the way to enter costs for reimbursements. I've used different cell expense software, and I might have to say that Certify has the friendliest interface, and it's miles tough to get incorrect. As a ways as travel and cost software program cross, Certify may be very easy to use. The menus and format make it smooth to locate contemporary submissions, past reimbursements, and to update your profile.
Cons
  • I even have worked at a organisation in which we switched from one T&E software to Certify, and the experience changed into horrible. While the interface turned into exceptional, there were too many steps required that allows you to input an charges. I could also have trouble when I attempted to cut up an expense for a single price, and needed to contact my accounting branch in addition to Certify Support. Unfortunately for me, this pushed me into the window where the Credit Card I used got charged the interest for that month. I become of route paid back, but it become a hassle none the much less. It become determined that sure steps were not noted when the initial implementation of the software program turned into carried out, so it took a further 2-weeks, earlier than I ought to accurate my error.
10297
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Great Solution for a team with heavy travel

This makes existence so much less complicated whilst on the street. I can approve reviews much quicker now that they may be cloud-based. We switched from excel based totally spreadsheets for charges and having to tape receipts onto pages to publish.
Pros
  • Smartphone use, from uploading receipts to reserving travel, makes it easy to stay on pinnacle of the price reviews. Ability to song charges for a crew.
Cons
  • Sometimes flight changes have now not been communicated in a timely style to a number of the group. Some of my crew loves to ebook tour by means of train and this is not very easy to do via Certify.
10296
51-200 employees

Overall Rating
Features
Ease of use
Customer support

Creating expense reports couldn't be easier!

Now, I take snap shots of receipts as I get them or forward receipts from my electronic mail. I can then effortlessly create, ship, and approve cost reviews. Before Certify, I had to bodily tape receipts to a piece of paper and scan it to our finance department.
Pros
  • PLUS, their customer support is extraordinary - they're first-rate supportive and friendly and are able to remedy any issues that rise up quickly. Creating expense reviews couldn't be less difficult! I installation my account so that I can forward e mail receipts at once to Certify and the app makes it amazing easy to snap images of receipts and upload them. In my function, I additionally must approve fee reports - Certify makes it smooth to do that (and make edits when something is submitted incorrectly).
Cons
  • There's not a good deal I don't like about it, however now and again Certify will bet what price category something belongs in, but it is often wrong (I just forget about it, so it's no longer a large trouble).
10295
201-500 employees

Overall Rating
Features
Ease of use
Customer support

Convenient One Stop Product for our Team's needs

We love this product and in my 8 years here we've had others that had been hard and the customer support left a lot to be desired. Great product and Great Service.
Pros
  • As the person that books journey for our entire leadership crew, I love that I can go to one reliable supply and search all tour alternatives. We originally used it for airfare but have come to depend on it for resorts and automobile leases as nicely. I in no way must look forward to an answer and when we need to make modifications they take right over and get it achieved. Trying to create itineraries that meet all their schedules is tough but this software permits me to examine all of the options in one region. They are activate, friendly and reliable. I also ought to give a "10" to their customer support.
Cons
  • I actually have in no way had an issue with Certify Travel & Expense. To be sincere, I simply cannot consider a "con".
10294
1001-5000 employees

Overall Rating
Features
Ease of use

Certify for my teams

It is straightforward to apply and I recognize being capable of go away additional feedback. I use this to software program each day, both for growing price reviews for others or approving for my Director.
Pros
  • easy to use, software is straightforward
Cons
  • This is probably my corporation's choice however the classes which can be indexed for a way we are to list the expense (tour-meals, others food, mileage) the kinds aren't explained nicely and frequently I do not recognize what to select. How strict can we want to be with those classes, are they surely related to something we're tracking?.
10293
1001-5000 employees

Overall Rating
Features
Ease of use

Easy and Intuitive Program

Being able to enter receipts on the cross and have them sync up after which car-populate my cost file is one HUGE aspect I can test off my long list of "to do's". Saving time is the most important advantage I see.
Pros
  • I love how clean and convenient this software program is to use and because of this I rarely if ever "overlook" to upload a receipt. It's outstanding!. I use the cell app "instantaneous" as I await my catering order or before I begin my automobile to drive to the following office.
Cons
  • I guess if I had to pick something it'd be to have fewer classes at the mobile app inside the segment in which you enter the cost description. It is difficult to come up with any fundamental cons. However, this isn't always a large deal at all.
10292
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify Employee Review

A massive business problem that certify has to assist me to restore, is cutting pointless fee in our agency. With its clean to use software, I become capable of see what value I could reduce, therefore saving our company extra money!.
Pros
  • I provide all of the snacks, workplace materials, and different worker-related device to my team of approximately a hundred and twenty employees. It's very smooth to analyze and really clean to apply!. I might enormously advise this software to any companies which have business enterprise credit score cards. I love how I can just snap a photograph an upload my receipt right after buy to hold things so as. It also offers you guidelines and tricks if you mess up an cost. Therefore I use Certify a lot and its extremely smooth to use. This software is in reality remarkable.
Cons
  • !. There truely isn't a lot of factors I dislike approximately Certfity. I use it every day and I find it a totally clean product to use.
10291
Unspecified employees

Overall Rating
Features
Ease of use
Value for money
Customer support

I have been using this for my invoice sand discover is simpler to apply than our earlier approach.

easy to use
Pros
  • Potential interactions among drugs and drug metabolizing enzymes can purpose induction or inhibition of the enzymes, leading to multiplied or decreased drug exposures, particularly while or extra capsules are gift. Ease of use, smooth to try and discern out matters on my own Drug metabolism is the conversion or breakdown of medicine into more soluble paperwork thru a specialized set of enzymes in residing organisms. During this procedure, drug efficacy and protection troubles may additionally arise. For instance, drug metabolic stability can affect the clearance price of the medication, consequently impact the dosing strategy. Thus it' s necessary to assess the metabolic patterns and residences of your compounds.
Cons
  • For instance, drug metabolic stability can affect the clearance rate of the medicine, hence have an impact on the dosing strategy. I cannot think about any right off hand Drug metabolism is the conversion or breakdown of medication into extra soluble bureaucracy through a specialised set of enzymes in residing organisms. Potential interactions among drugs and drug metabolizing enzymes can reason induction or inhibition of the enzymes, leading to elevated or decreased drug exposures, in particular whilst two or extra pills are present. During this method, drug efficacy and protection issues may also occur. Thus it' s vital to assess the metabolic styles and homes of your compounds.
10290
11-50 employees

Overall Rating
Features
Ease of use
Customer support

My use of Certify

Ninety% of the time I can enter the rate within 5 mins of having the receipt. I would never choose to alternate lower back. I turned into lamenting the lack of productivity with our vintage method of prices. Took a bit getting use to the logic of generating a report. Like any new software and with a person inner to our organisation who is knowledgeable, you get the hold of it. I dangle onto the receipts and compare them earlier than filing my weekly report. Our CFO found Certify and what a income in our commercial enterprise. Simple and speedy.
Pros
  • Not having to post bodily copies and entering fees as they manifest.
Cons
  • My boss normally can not read them. I'm no longer sure what the gadget does to those emails but maybe storing them as a PDF might help?. I actually have bad luck forwarding emailed charges.
10289
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify used for Travel, Entertainment and P-card

The mobility tool to take pix of receipts in smooth to use. Certify from a person attitude is simple to learn and use. There are simple changes that a gadget administrator can entire instead of wanting to head lower back to IT to make coding modifications. The OCR generation does a quite appropriate process at reading the receipts. It is click now not code. The response time from the helpdesk in pretty short as nicely. The account rep/helpdesk turned into willing to reply my questions as I become learning the way to assist they system from a gadget administrator perspective. It is user pleasant from a gadget administration attitude as properly. The best of the receipt is ideal.
Pros
  • How clean it's miles from a machine administration and quit consumer perspective to us.
Cons
  • In my experience with rate gear, customizing a gadget to a particular corporation is extra hard to support. Using the machine the way Certify intended is a higher avenue to journey. Certify will put it on a listing and if enough clients request, they will make the change. The is some corporation precise configuration. If there may be a feature you would love, you can not constantly be capable of get that characteristic. I additionally take into account that customizing a device to one employer is tough to assist. We use the out of container solution.
10288
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

The Best Stuff Just Got Better

I had been using Certify for over years. The device has always been easy to navigate and now they made it event FASTER to navigate including and accounting for receipts as I am on the road! Thank you for making the upload of receipts and making ready price reviews a undertaking that takes less time and mouse clicks!.
Pros
  • My largest undertaking become the time it took to feature receipts to price reports whilst touring. Now you've got made it quicker and less difficult to navigate this manner!. There had been just too many steps to take from my iPhone.
Cons
  • None, you made t event better.
10287
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Excellent value for money

Timely reporting of rate reports, visibility of all fees, clean to tune & overview. Historical data to be had and can overview preceding data very easily.
Pros
  • Did no longer have any issues with imposing the brand new cost report method and approval procedure within the device works nicely. Easy to apply and the step by step implmentation method become well supported. Good schooling materials and aid after implementation is available. Many correct reports also are available.
Cons
  • Does not effectively integrate into Sage to simplify statistics entry. However we had been able to customise a subject to seize the records on a report that may be exported to excel to in shape our wishes. Does not take care of the GST unique to Canada thoroughly.
10286
Unspecified employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Easy to apply rate monitoring software program with a big characteristic set.

Ability to keep tune of prices and get manager approval an awful lot less difficult for tasks.
Pros
  • I like the ability to tune prices and post them on your supervisor for approval. Ability to have a mobile app is first rate as well. This keeps a report and keep away from discrepancies in the destiny.
Cons
  • The software program format may be advanced, specially on cell. The interface is tough to examine and required a few training for our person base.
10285
Unspecified employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Is a valuable T&E tool!

The digital processing of T&E reviews is through some distance more green than having personnel submitting them on paper through snail mail.
Pros
  • Ease of use for personnel to tune and post fees. The ability to song their fees on their mobile devices.
Cons
  • The postpone/processing time for employees who've a big number of objects to procedure in one document is a large time eater. And, moving among objects they experience is bulky.
10284
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify is pretty clean to apply. The car-import from my corporations' purchasing card is very useful.

Easy to use purchasing reconciliation
Pros
  • I like the simple consumer interface and no nonsense page setups. The automobile-import from my buying card could be very useful. I also revel in the mapping gadget for calculating my mileage. Compiling reports is brief and easy.
Cons
  • There have to be a TIP choice on restaurant purchases that could resolve discrepancies among reputable purchases and cash spent. While the automobile-import is first rate; I actually have skilled purchases which have been located on reports however will not be deleted. This makes me concerned once I have a file due and still have more values located in my history. Scanning in receipts and matching receipts to my purchases can be a bit easier too. I cannot delete these values and they have accrued over my 2 years of using certify. Another problem with matching receipts to purchases is when a tip is implemented to a purchase there's no way to identify that.
10283
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

We use it day by day and find it irresistible. Great fee for a piece of software program it is unobtrusive but powerful.

Pros
  • All of our out of doors customer sales reps use it daily. It has sincerely made tracking charges and tour charges a breeze to song, main to extra efficiency and accuracy within our reporting.
Cons
  • Scaling to a larger commercial enterprise can seem complex thru the net app inside the very starting but they have got a notable service crew that can answer all of your questions. Also things like expense reporting and growing spreadsheets can now and again take a few moments to load absolutely however it really is usually due to network issues and rarely has to do with the app.
10282
Unspecified employees

Overall Rating
Features
Ease of use

Time Savings with Certify

Pros
  • I am happy to no longer want to maintain on to paper receipts to turn in for month-to-month cost reviews. Also very clean to study and approve reports for my sales team. Submitting your file is very smooth in case you've kept up to your receipts normal.
Cons
  • In the internet web site, the receipt view may be worrying as it continues to pop up even after you close the window. Some days it works perfectly and some days it really works poorly so my sales team grow to be missing errors and submitting reviews that require paintings to accurate. The vehicle fill characteristic may be very spotty.
10281
201-500 employees

Overall Rating
Features
Ease of use

Great price reporting portal for any length business enterprise.

I've had a terrific revel in with certify and distinctly suggest it. Two thumbs up, from me!.
Pros
  • Once you use it three-4 instances, it's very simple and the telephone app works in addition to the computer site. The Certify machine is extremely organized and smooth to use. I enjoy that you could upload pictures of receipts out of your cellular, prepare fees at some point of the rate period and it maps your mileage for you, whilst one manner or spherical trip so you do not ought to write your mileage down.
Cons
  • I've helped others get commenced and I've visible first hand that they preserve to enhance the tactics. However, this was years ago and it is gotten smarter with time and less difficult to examine. The first few instances the use of it, it turned into a bit difficult.
10280
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify is a great tool to keep track of expenses

All receipts and charges in a spread of various paperwork may be brought (financial institution statement, bodily receipt, online receipt, and many others). Easy way to track fees and add receipts with the cell app. Generates expense reports and notifies you of its development. The way it syncs to desktop model is brief and green. It is user friendly and smooth to understand.
Pros
  • I like how it's miles related to Uber and additionally how easy it's far to forward a web receipt to certify and it'll generate an price. The way it prefills records from receipts is superb. I suppose the software is consumer friendly in each the App and the Desktop variations. I like how you can add costs proper out of your telephone whilst you are on the pass. I rated customer service and price for cash as common because I don't have a terrific benchmark for both of them.
Cons
  • For instance, I can create an expense based on mileage from riding to and from a region, that can not be replicated inside the laptop version. I feel the App does a few matters better than the desktop version and I feel each have exceptional skills, which is abnormal.
10279
Unspecified employees

Overall Rating
Features
Ease of use
Value for money
Customer support

I am the admin for our company, who trains and administers Certify.

Pros
  • It's an clean utility to use and train others. The smartphone app, and electronic mail receipts are very convenient and paintings properly. Exporting reviews to Excel is a great function.
Cons
  • Would be high-quality as an admin with a purpose to see every person's reviews and returned out reviews whilst important and run specialized, targeting reports that I outline. Glitches, and interfacing with QB is a piece clunky.
10278
501-1000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

5 Start Customer Service

Certify is the best T&E management software that I've used but I can say that their customer support is definitely terrific. The ease of use is extraordinary and they surely care about what their clients need and pay attention to critiques after which make changes to suit their purchaser concerns.
Pros
  • The functionality of the workflow and fee control seems to paintings well with the needs of our agency.
Cons
  • I wish the reporting could be more customizable.
10277
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

A Senior Accountant's Review

We failed to must key in the cost document into our Great Plains accounting software program. Direct integration makes it a lot extra efficient. Wish we failed to ought to transfer accounting softwares, so we ought to have continued to use Certify Travel & Expense.
Pros
  • Certify Travel & Expense has an immediate integration with Great Plains accounting software, which made it clean to sync between the 2 softwares.
Cons
  • Unfortunately we had to transfer our accounting software program to NetSuite and Certify Travel & Expense did NOT have a right away integration with it.
10276
1-10 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify Travel & Expense

I would recommend Certify to any organization!
Pros
  • I love using Certify. I love being capable of scan in receipts and feature it car fill the forms. It has simplified price reports in our enterprise. It is very clean as a supervisor to check and approve expense reports via Certify.
Cons
  • I really have seen a downside to Certify.
10275
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Game Changer for expense reporting

18 months ago and I am nonetheless thanking them. My one problem became being capable of easily reconcile my credit score card announcement. The Certify software program saves me approximately 90 mins in keeping with week versus the most latest preceding method we had been supplied. I'm a 25-year income professional and have experienced several expense reporting techniques. I no longer ought to make copies of each and each receipt, I do not need to placed a print-out and receipts into an envelope, observe postage, and visit the post office. Our finance branch switched us to Certify approx. I've determined that it is pretty easy to look lower back at archived fee reports on my iPhone to try this.
10274
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify Expense Reporting

Pros
  • From the sector, I can upload and code all of my fees in actual time so Im now not having to keep up with receipts. Very smooth to use. I can publish my weekly rate report in less than a minute; only some brief clicks and I'm achieved.
Cons
  • Sometimes it takes multiple weeks for P Card to link to seem.
10273
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Review from the Administrator side

Overall I might say it's been a very good experience.
Pros
  • It is quite consumer pleasant for our tourists. The website is simple to use.
Cons
  • The presentation of facts could be higher. I realize our sales humans have some problems in changing dates on costs. In terms of looking up by using employee and charges through time period.
10272
1001-5000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

A Lifesaver.

I enormously advise to any agency! You will now not be upset. Certify has modified my outlook on completing rate reviews. Instead of drowning in paper receipts and scratching my head looking to do not forget what happened weeks (or occasionally months!) in the past, Certify and its cellular app make it a breeze to keep song of everything. The quantity of time and pressure spent at the repayment procedure has been notably decreased.
Pros
  • I love the auto-fill characteristic that truely reads your receipt and automatically completes the required statistics fields for every fee. Great cellular app. Straightforward and smooth to use.
Cons
  • Sometimes whilst you navigate far from the fee display earlier than finalizing the price, you lose the statistics you have got already inserted.
10271
1001-5000 employees

Overall Rating
Ease of use
Value for money
Customer support

Great for expense management

We technique just under 1,000 reports in line with month. There are a few small things I might exchange if I should, however not anything that makes me remorse our choice to go along with Certify. The app is simple to use, the website is easy to use. I would pretty propose it to everyone searching out this sort of expense control tool. We were previously with any other widely recognized agency with a similar product, however made the selection to transport to Certify. We use the software program to publish mileage/personal expense and corporate card expense reports.
Pros
  • Really clean to use, GREAT guide, extremely good service.
Cons
  • Company admin would not have the potential to map the card to character user's bills, people have to. If you enter your rate records before you connect a receipt, while you connect the receipt it wipes out the information you entered and you need to begin again. Can't connect more than one receipt to an object - from time to time vital for on-line purchases. Can't connect a announcement to the record - it must be connected to an price so that you should create a further zero greenback expense if you want to attach your card assertion. It would be splendid if we may want to try this for the users.
10270
501-1000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Certify - I'll Do It To Get Reimbursed by using my Employer.

Certify does an amazing task in fixing the commercial enterprise problem of getting all reimbursement, travel, and different expenses recorded for each user in a single vicinity, but, it isn't always consumer-pleasant. I would especially advise the use of this platform for booking journey.
Pros
  • The fundamental motive I use it to obtain reimbursement from my administrative center whilst we visit an day out or need to journey for client conferences. I fee applications like Certify that make my existence easier by means of having all inquires in a single location, saving me time on booking and making me worry loose about tracking reimbursements. My job these days switched over to Certify for tour and simple money management. Our enterprise grew very brief from much less than 100 human beings to over seven-hundred people in a matter of two years in order we onboard this application, it made tour, reimbursement, tracking of receipts, and so on for a medium length com pretty smooth.
Cons
  • With this being stated, the must unenjoyable aspect approximately Certify is filing a repayment shape when you consider that it's miles a tad traumatic/takes a while to apply. Sometimes the receipt upload manner takes a while to get done proper since it has pretty some additives to enter whilst filing out the shape for reimbursement.
10269
501-1000 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Quick, consistently accurate expense management

Reminder function may be very handy and ensures I complete the record and put up on time, everytime!. 100% elimination of mailing hard copy reports and reciepts for processing.
Pros
  • Takes less than 10 minutes to be up an running as an cease user. Allows activate entries while far from the office, which ensures accuracy and timeliness expense reporting. Very easy to apply.
Cons
  • I'm old faculty; so it took me a while to "agree with" that I do no longer want a paper replica of my reciepts and my reports. ). (But after numerous months of use with NO errors and NO lost records. I feel confident relying on the software program to manipulate my fee activities.
10268
11-50 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Know earlier than you purchase - DOES NOT INTEGRATE WITH SMALL BUSINESS CREDIT CARDS.

After numerous telephone calls with the Certify sales group, I was confident that the company credit score card sync would work for our commercial enterprise. I spent a further four weeks attempting to assist them problem-shoot the known issue. I devoted many hours to the implementation method, along with introducing our complete group to the website and cellular app. And that this became a KNOWN ISSUE for credit playing cards of our kind. Beware. But the bottom line is that their service does no longer aid small commercial enterprise credit score card feeds, has in no way been capable of do so, and that they don't have any plan in location to attempt to achieve this. I was in no way given any indication at some point of the sales procedure that there has been even a opportunity that the credit score card records couldn't be pulled in, and proceeded with our settlement an implementation for this reason. I stated several times that the credit card sync became THE critical component in our assessment of cost tracking software, and explained the structure of of our credit card login with authorized customers. But they do not standby the ones promises, and also you ought to now not agree with that their income people have any idea what the software can genuinely do or no longer do. It became not till over a month into the procedure that our implementation professional indicated that the credit score card aggregator become unable to split the expenses according to legal consumer. Bottom line: Certify will tell you whatever you want to listen till they take your money.
Pros
  • This regarded like an powerful and easy to use price tracking software.
Cons
  • They wasted 2 months of my time, and REFUSED TO REFUND the implementation cost, no matter the reality that they offered me software they KNEW could not paintings. We have been specific that this became the number one motive force in our decision, and that importing agency credit card transactions become our primary intention. If you use the ones cards, DO NOT TRY TO USE CERTIFY. As soon as we paid the implementation charge and have been assigned to an implementation expert, they straight away defined that Certify does now not paintings with Capital One playing cards, and additionally does now not paintings with any of these: Chase Ink, American Express @ Work, Simmons Bank, PNC Bank, Bank of America Visa Executive Commercial Card, US Bank. The sales contact time and again confident us that Certify could convey in credit score card transactions from our agency credit card (Capital One Spark for Small Business).
10267
51-200 employees

Overall Rating
Features
Ease of use
Value for money
Customer support

We love Certify! Super clean to use and really user pleasant!.

Adding customers is fantastic easy as properly. Every one I actually have spoken to on the cellphone was also extremely useful and very responsive. Easy to apply. The webinars were also helpful. All the handouts and tutorials have been very smooth to understand and left no questions concerning Certify.
Pros
  • We only without a doubt use this for tour and cost reports. This is almost a idiot proof app. Teaching personnel how to use each the app and the computer model became exquisite easy.
Cons
  • I had to name Sage on the phone and have them customize a document so we could use the product. It become hard to installation with the system that we use to method fee reviews (Sage software program).
10266
Unspecified employees

Overall Rating
Features
Ease of use
Value for money
Customer support

Excellent, smooth to apply enterprise rate tracker for companys.

Pros
  • Software is very clean to use, and it comes with top notch features. Also there is a software feature wherein you may mechanically input receipt amounts, but we've got had a few issues with but it does the activity. One is the potential to ship receipts from an email directly to the date certify electronic mail, which this presents a receipt that mechanically is on your wallet.
Cons
  • One tiny problem is that if the fee approval process calls for or greater signatures, the person gets an email update approximately the approval process which in my opinion reasons too many emails flowing returned and fourth.
10265
201-500 employees

Overall Rating
Features
Ease of use
Value for money

This is one of the easiest ways to tune my prices it's very intuitive.

Pros
  • Only go to PC when I put up quit of mont report. Ease of use I use the app for ninety% of my certify time it's wonderful.
Cons
  • For when I am on the road. Doesn't always healthy up accurate with receipts Would be high-quality to create a record at the app.