Emburse Expense Professional (formerly Certify Expense)

Vorteile

I am extremely pleased with the ease of creating and modifying expense reports using this system! It's incredibly convenient to be able to add notes or instructions if needed, and the option to forward reports to another manager for approval is an excellent feature. Overall, I'm very satisfied with the functionality and features provided by this expense reporting platform.

Nachteile

It would be really helpful if I could make multiple changes to my expense report all at once instead of having to go through the process of changing the receipt, saving it, making corrections to the Category, Reason box, and other fields, and then saving again. It would save me a lot of time and effort if I could make all the necessary modifications in one go.

Vorteile

Certify is user-friendly. It takes some time to implement and set up, but once it's done, it works very well. Plus we're able to configure it to meet our needs. It smooths the expense reimbursement process, has good reporting setup. The customer support team is very responsive and helpful

Nachteile

It would be great if if can integrate with more accounting systems. Right now we have to manually download the excel file and upload to our accounting system, which can be time-consuming. We like the allowance function, but we can only set up 1 allowance within the same timeframe, hope it can be fixed.

Vorteile

That you can approve expenses from your smartphone

Nachteile

Nothing that I can think of. I enjoyed the simple navigation.

Vorteile

it allows more customised fields than most expense reporting software, although the lists need to be updated manually (no direct NetSuite integration). this is where the pros end.
the sales promised a lot but delivered very little after all

Nachteile

users report the software is not user-friendly or intuitive, it takes a while to get used to the interface. we had multiple complains that the data users populate or upload is not saved, the system is clanky.
the sales promised that they will set up automatic file pick up from Emburse's SFTP to upload to NetSuite but when it came to implementation, they said that they only export the file, and do not provide a NetSuite script for uploading it. Hence, there's no automation/integration for NetSuite and the sales was misleading.
Implementation has been painful, as we required some customisation and the Emburse specialist just wanted to do 'out-of-the-box' and kept little record of the requirements. We had to test and re-test many times, and once a bug has been fixed, the same bug will pop up after the next bug is fixed.
the implementation fee was high and we had to do most of the job ourselves.

In Betracht gezogene Alternativen

Warum Emburse Expense Professional (formerly Certify Expense) gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Emburse Expense Professional (formerly Certify Expense)

Vorteile

It has saved so much time with managing our credit card expenses. Before certify, we were manually entering all card transactions.

Nachteile

The mobile app is glitchy, could be improved to provide a better mobile experience.

Vorteile

One of the things I liked most about Emburse Certify Expense was its user-friendly interface and intuitive expense management process. The software made it easy to create and submit expense reports, capture receipts, and track reimbursement status. The mobile app was particularly useful, allowing me to capture receipts on the go and quickly upload them to my expense report. The integration with credit card transactions and automated expense categorization also simplified the process and saved me time. Additionally, the real-time visibility into my expense status and approval workflow provided transparency and efficiency.

Nachteile

Thing I liked least was the limited options for customization and advanced reporting. I found that the software lacked some advanced features for customizing expense policies and approval workflows to fit specific business needs. Additionally, while the reporting functionality provided basic insights into expenses, I would have appreciated more robust reporting options and advanced analytics to gain deeper insights into spending patterns and trends.

Vorteile

EASY TO NAVIGATE FOR BUSINESS AND HIGHLY RECOMMENDED.

Nachteile

NOTHING THAT I DO NOT LIKE. THIS SOFTWARE IS EASY TO NAVIGATE.

Vorteile

Easy to use. The data exports well and they also offer analysis of spending.

Nachteile

It's glitchy with the automatic credit card imports. One day it'll work and then it won't. Also, the file size of the exported expense reports is sometimes too large and unable to be uploaded into our accounting software.

Vorteile

The ability to track expenses and receipts to review and implement cost controls within the company.

Nachteile

Still waiting on guidance for integration with our accounting software and lack of guidance from the Certify team.

Vorteile

From the moment I started using it I was impressed this platform makes it very easy to navigate through all the features.

Nachteile

I would like the platform to have an option to track refunds in real time. Currently, when I submit an expense report, there is no clear way to know when reimbursement will be made. It would be great to have functionality that would allow me to track the status of the refund and receive real-time updates.

Vorteile

Ease of having charges imported and being able to review the Emburse statement right from certify is my favorite feature.

Nachteile

There is one vendor that we have not been able to connect and I need to manually upload charges. It is very easy to do but the automatic download is of course better.

Vorteile

Using Certify has made it easier for the staff to submit their travel expenses. Being paperless, not only assures that we receive the claims timely, but it also assures that the expenses get processed timely. Also, receiving the e-mail notifications is very helpful for the employee and management.

Nachteile

Yes, we use Emburse mostly for our itinerant staff that travel from school to school on a daily basis. Our policy deducts the daily commute. We would like to be able to deduct the daily commute from the full day travels, not only from once of their trips. For example: if an employee daily travel is 20 miles roundtrip a day and they travel 30 miles, we will reimburse them 10 miles. Currently, the system deducts the home commute when they travel from home or to home. So if the employee travels 30 miles and ends their travel to a school closer to their home (less than their commuted miles), their home commute is not deducted.

Vorteile

The software is easy to use. We have a number of different people using the software and they are all able to figure it out. We are also getting a lot more receipts than we used to because it is easy for a picture to be taken and attached to the expense report.

Nachteile

We can't lock down departments based on the user so people can pick the wrong information. We review the coding before an expense report is approved, so this adds extra review time.

Vorteile

There are many great features offered by Emburse Certify Expense. One favorite is the Mobile Upload option! No need to remember to hold on to receipts, not worry about the print rubbing off. Just snap a pic, upload it and done! Very easily organized and saves so much time!! There are many more functions that make this software great! It is a must have for companies that employ more than 60 people!

Nachteile

If you need to convert currencies, it can be a bit confusing with this software.

Vorteile

The overall look and feel and ease of maneuverability makes this a user-friendly software.

Nachteile

Nothing specific that I feel needs to be said. The software does everything I need it to.

Vorteile

very functional - modestly priced - easy to use

Nachteile

somewhat hard to get a person to for direct support on occasion.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Emburse Expense Professional (formerly Certify Expense)

Vorteile

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.

Nachteile

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.

Vorteile

App is good to use

Nachteile

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

Vorteile

The software is very easy to use. I didn't look at much documentation and was able to figure out how to add expenses and create reports. The user interface flowed and mostly made sense. When I did need help, the Support Team answered my phone call in less than a minute... I'm not used to a Support Team being so helpful, usually you're on hold or are talking to an automated system.

Nachteile

The interface isn't attractive... it is easy and gets the job done though. At the end of the day the ease of use is most important to me.

Vorteile

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.

Nachteile

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.

Vorteile

Really easy to use, GREAT support, excellent service.

Nachteile

Can't attach more than one receipt to an item - sometimes necessary for online purchases.
Can't attach a statement to the report - it has to be attached to an expense so you have to create an additional zero dollar expense if you want to attach your card statement.
If you enter your expense information before you attach a receipt, when you attach the receipt it wipes out the information you entered and you have to start again.
Company admin doesn't have the ability to map the card to individual user's accounts, individuals have to. It would be great if we could do this for the users.

Vorteile

It is pretty user friendly for our travelers. The website is easy to use.

Nachteile

The presentation of data could be better. In terms of looking up by employee and expenses by time period. I know our sales people have some difficulties in changing dates on expenses.

Vorteile

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!

Nachteile

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!

Vorteile

My job recently switched over to Certify for travel and basic money management. The main reason I use it to receive reimbursement from my workplace when we go to an outing or have to travel for client meetings. Our company grew very quick from less than 100 people to over 700 people in a matter of 2 years so as we onboard this program, it made travel, reimbursement, tracking of receipts, etc for a medium size com pretty easy. I value programs like Certify that make my life easier by having all inquires in one place, saving me time on booking and making me worry free about tracking reimbursements

Nachteile

Sometimes the receipt upload process takes a while to get done right since it has quite a few components to enter when filing out the form for reimbursement. With this being said, the must unenjoyable thing about Certify is filing a reimbursement form since it is a tad annoying/takes a while to use.

Vorteile

Spend is more easily seen by management
User friendly with lots of customer service
Entry can be automated into any system
Reviewer can fly through processing with the red flags and duplicated warnings
No more PAPER reports

Nachteile

Can't see the exact account numbers in the actual visible report when processsing
Using the mobile app is a handicap to some users as they try to do too much that they actually can't view when approving
Currency doesn't always show as you think it should in reports

Vorteile

Ce logiciel assure la gestion des notes de frais des différentes entreprises grâce à cette solution web et automatisés de dépensesIl facilite la création et la soumission des frais de notes

Nachteile

Pour ce qui est de ses inconvénients on peut dire que ce serait mieux d'améliorer les fonctionnalités

Vorteile

Le déploiement de Emburse Certify Expense est très aisé. C'est le meilleur

Nachteile

Le prix de Emburse Certify Expense est très élevé

Vorteile

Emburse Certify Expense est un outil de gestion de la comptabilité des entreprisesC'est un oubli vivement recommandé

Nachteile

Je n'ai rien trouvé comme inconvénients pour le moment

Vorteile

Elle permet de comptabiliser toutes les dépenses de voyage

Nachteile

La non filtration des reçus télécharger dans le même rapport

Vorteile

Emburse certify expense allégère la création et la soumission des note de frais
Il assure la gestion des notes de frais des différentes entreprises grâce à une solution web et automatisé de dépenses

Nachteile

Ça logiciel ne montre rien de mauvais à mon niveau

Vorteile

I think it is an easy way to input expenses to get reimbursed and it is very user friendly and easy to figure out and use.

Nachteile

I do not use it very extensively so I do not have any negative things to add on this product.

Vorteile

A client of ours has this as their obt/travel spent management tool, we help with annual spent and projection calculation based on Emburse SE

Nachteile

not all data is reflected in reports correctly, some city codes are lost

Vorteile

I like the wallet and how credit card expenses and receipts merge in the wallet. I also like the flexibility that is in the tool for our situation. Many of these tools are set up as self install, and they do provide support, which I really liked.

Nachteile

The credit card linking tool for visa is tenuous at best. We could not get ours to work so we had to default to manually uploading our credit card transactions.

Vorteile

Receipt upload and GL account management

Nachteile

Cheat sheets if available are not easily located.

Vorteile

We like the automated workflow and visibility

Nachteile

We would like to see an updated sync feature to fit our needs

Vorteile

Emburse has made expense reporting so easy for our company. From the ease of entering in receipts and expenses into the system, to the seemless approval and processing, our employees love how easy it is and how quickly they can now be paid!

Nachteile

The ACH payment function had a hiccup back in May of 2022 and since then we've noticed it is taking longer for our payments to make it into our employees accounts. We've decided to move away from this feature and handle it through our bank instead. In doing so Emburse has made that transition easy with their pay manual function in the process reimbursements section.

In Betracht gezogene Alternativen

Vorteile

Reasonable price and the ability to upload receipts and it's ability to "read" the receipts and autofill saves time. Receipts can then be accessed at a later time if necessary. Initial integration was supported by Certify to insure success.

Nachteile

Usually it imports credit card transactions automatically but, if we need to import them manually, most times it takes several attempts to bring in credit card transactions. Could be our bank but it can take a few tries. Isn't a huge issue at all.

Vorteile

We've been using Certify for over ten years now. Collecting receipts and logging everything is very easy, and the QuickBooks integration is great, except that receipts don't go over.

Nachteile

Add receipts to the QuickBooks integration.

Vorteile

There has been a lot of talk, and unexpected expenses that make a lot of difference in the positive billing at closing.

Nachteile

Some features could perhaps be improved in detail detailing to be accessible to all degrees of understanding of people.

Vorteile

I've been using Emburse Certify Expense for the past few months and I am very pleased with the results. It is a comprehensive expense management tool that makes it easy to track my spending, set budgets, and receive expense reports. The user interface is intuitive and easy to use, and the cost is very reasonable compared to similar tools on the market. I'm very happy with the service and would highly recommend it to anyone looking for a reliable and cost-effective expense management solution.

Nachteile

The only downside to Emburse Certify Expense is that it doesn't have a mobile app. This is a bit inconvenient since it would be nice to have the ability to access the service from a mobile device. Other than that, the service has been great and I haven't had any other issues.

Vorteile

I like the Certify app and it's features - like taking pictures of the receipt right away. The online software was able to accommodate the many department account numbers and many categories that we use. It also made it easy for other individuals to be able to charge to a different department than their default department.

Nachteile

At first implementing Certify was difficult because our bank uses a 2nd party to process their credit cards and Certify also used a 2nd party company to process the charges. So, the two of them were not working well together. So, our Certify rep was most helpful in making it so that we could upload the charges monthly manually and it works great now.

Vorteile

Product is easy to use, can be easily integrated with your ERP and credit card vendor. Mobile app works well

Nachteile

Reporting is somewhat limited without paying more for the dashboard

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Emburse Expense Professional (formerly Certify Expense)

Vorteile

Like the Mobile App and ability to upload receipts in real time.

Nachteile

The integration with our Company's Capital One credit card has been a real struggle. Requires manual upload of credit card expenses- not sure if this is due to Capital One or Emburse or a combination of both.

Vorteile

Easy to use, to train employees to use, track expenses, etc.

Nachteile

Sometimes can be hard to find what you are looking for by the descriptions in reports. Long lists of reporting. Summarized bullet points might be easier to use for all generations of people.

Vorteile

Bundle air travel with hotel & rental vehicle

Nachteile

Sometiimes it does not show the best flights

Vorteile

It's relatively user friendly and easy to pick up after a few expense reports.

Nachteile

The customer service and billing team does not respond or resolve issues timely.

Vorteile

The software is simple and user friendly. Repetition helps our users become comfortable. Submissions are instant and time spent both creating the submission and approving the expense has been considerably reduced. Emburse Certify Expense truly makes life easier for all!

Nachteile

We would love to see a complete remodel of the mobile app and interface. The mobile app is wonderful for taking photos but does make it harder to complete reports, especially if there are any errors that require attention. The mobile app also still seems to miss some taxes on hotels, shorting the submitter unless caught by the approver. The website itself, the desktop version, experiences high traffic and lag times, resulting in time outs or complete errors. While reporting this issue to the Support Side, I've only encountered one unhelpful representative but the majority of the time our support emails are handled quickly and professionally. The website issues haven't been as severe in the month of November at time of review, so perhaps they've made some upgrades or changes internally that resolved the issue.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Emburse Expense Professional (formerly Certify Expense)

Vorteile

It is the best solution for Intuitive expense management, travel management and accounts payable automation solutions if desired as it has in built to complement your organization's growth to deal. With all these powerful features.

Nachteile

The payment gateway or payments service. Such. PayPal , Skrill, Payoneer might have made it more useful though still it has best solutions for business needs .

Vorteile

Su unción de captura de recibos móviles para extraer información de gastos de los recibos las aplicaciones móviles.

Nachteile

Algo más de rapidez al capturar recibos digitales pero por lo demas contento

Vorteile

First, it integrates with our American Business Gold Card. Second, it's intuitive and easy to use.

Nachteile

Very happy with the expense software. I don't like it when the credit card link breaks. However, I know they are working to have a direct link in the near future because right now they are using a third party provider.