Bobby S. Especialidad: Alimentación y bebidas Número de empleados: 1001-5000 empleados
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.
Nicole C. Especialidad: Propiedad inmobiliaria Número de empleados: 51-200 empleados
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.
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.
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.
Lindsey K. Especialidad: Marketing y publicidad Número de empleados: 2-10 empleados
Overall one of the easiest platforms we've tried...and we've tried a lot!
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.
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.
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.
Steven B. Especialidad: Transporte/transporte en camión/ferrocarril Número de empleados: 10,000+ empleados
This replaces the old excel expense report, copying of receipts and waiting weeks for approval, now it just does it quick and painless. Expenses go from being done monthly to weekly.
Ability to book travel through corporate polices with no out of pocket expenses incurred by the user. The app for the smart phone makes it so easy to take a picture of an expense receipt without having to keep track of, which is great when traveling. Customer service is superior for when you need to change travel they assist within minutes and keep you moving all with ease and updates.
None it works great for my needs. Software is easy to use, great features, easy help topics and great customer services.