Certify Expense effortlessly streamlines your operations through automation and superior customer service. Automatically create reports for employees, streamline approvals, and make reimbursement and reporting effortless for accountants. Certify is rated as a Leader in expense management by analyst firm, IDC, and is trusted by more than 10,000 organizations including Boot Barn, H&R Block, and Virgin Galactic, to streamline expense processing, purchasing, and travel booking.
Bobby S. Branche: Essen & Trinken Mitarbeiteranzahl: 1.001-5.000 Mitarbeiter
I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.
Certify is a very effective expense management tool. It’s incredibly easy to use and allows me to get my expenses reimbursed very quickly.
Nothing to dislike. Certify is intuitive and user friendly.
Daniel K. Branche: Bau Mitarbeiteranzahl: 501-1.000 Mitarbeiter
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
Jennifer T. Branche: Medizinische GerÃ¤te Mitarbeiteranzahl: 1.001-5.000 Mitarbeiter
- 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.
- how organized the interface is (ability to easily find and go to where I need to go)
- classic, clean, sleek look to the website
- 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.
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.
Victor M. Branche: Glücksspiel & Casinos Mitarbeiteranzahl: 5.001-10.000 Mitarbeiter
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.
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.
Customer service has been slow to respond to our requests and we often end up solving the issues on our own.