Categorie: Software de relatório de despesas / Certify Travel & Expense Reveja

Certify Travel & Expense

Avaliações: 50 | Classificação geral: Boa
Excelente
39
Boa
9
Média
0
Mau
0
Horrível
2
Certify is an easy-to-use, web-based expense management and invoice solution for organizations of every size. With mobile receipt capture, automated expense report creation and streamlined workflow, Certify eliminates the need for spreadsheets and paper receipts. Reduce the time spent creating, approving and reimbursing while gaining insight into your T&E spend.
Comentário deixado em 04/10/2020
Loydie

Easy handle and great tech support.

Users think it's a little bit difficult to use
Comentário deixado em 04/09/2020
Floss

Overall it's a great software for expenses. It's user friendly and I love the ability to use the mobile app.

I like that I can merge expenses when I submit my receipts using different methods. I also like that you can submit receipts using different methods.

The only thing I like least is that it tries to automatically fill out some of the fields for you. Then I just have to change what isn't correct.
Comentário deixado em 04/08/2020
Orson

Our team experienced an immediate affinity for Certify as an application which we are using along side our current CRM in order to organize , track , and to monitor travel compliant policy alterations for our yearly , very busy travel schedule.

We found that Certify readily integrates inside of our current Control Management Software quite efficiently and easily.

We did notice occasional operational instability in the form of minor bugs with this program as well as the necessary synchronization
Comentário deixado em 04/08/2020
Lyndy

Entry is very easy with the mobile app. I use this in the field. It is so much more convenient than doing expense reports longhand and having to fax in. Data entry is very fast. Sending in for review and processing is seamless. The few times I needed directions I was able to get accurate help from customer service immediately. They are professional, knowledgeable, and supportive.

The app has minimal instructions for correcting entry errors after the expense report has been generated. Customer service redeemed this issue by being very knowledgeable and helpful. The available tutorials also only cover general field usage with no help for doing fixes. Also, photos of receipts do not always accurately fill the expense field and do need to be reviewed before saving in order to correct blank or incorrect fields.
Comentário deixado em 04/07/2020
Alysia

fácil de usar

ease of use, easy to try and figure out things on my own Drug metabolism is the conversion or breakdown of drugs into more soluble forms through a specialized set of enzymes in living organisms. During this process, drug efficacy and safety issues may occur. For example, drug metabolic stability can affect the clearance rate of the drugs, thus influence the dosing strategy. Potential interactions between drugs and drug metabolizing enzymes can cause induction or inhibition of the enzymes, leading to increased or decreased drug exposures, especially when two or more drugs are present. Thus it' s necessary to assess the metabolic patterns and properties of your compounds.

i cannot think of any right off hand Drug metabolism is the conversion or breakdown of drugs into more soluble forms through a specialized set of enzymes in living organisms. During this process, drug efficacy and safety issues may occur. For example, drug metabolic stability can affect the clearance rate of the drugs, thus influence the dosing strategy. Potential interactions between drugs and drug metabolizing enzymes can cause induction or inhibition of the enzymes, leading to increased or decreased drug exposures, especially when two or more drugs are present. Thus it' s necessary to assess the metabolic patterns and properties of your compounds.
Comentário deixado em 04/06/2020
Cavit

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.
Comentário deixado em 04/04/2020
Johppa

The software works like it should and our employees like it. All expenses are tied to our account system GL Accounts for easy entry. We have historical look up (archive) if management or the employee needs to look back at their expenses account. Its a good product.

Fácil de usar

Nada que eu possa pensar
Comentário deixado em 04/04/2020
Banebrudge Truelove

With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.

This is a very intuitive easy to use software but the biggest Pro to this is their customer service. i can't say enough about their service especially on the travel side. Any problem we have ever had in the travel side was immediately taken care of. Very personable. As a user who does travel for the team almost weekly it is such a timer saver to have a service that keeps every ones information on file and provide you with every travel option on one screen. Booking travel is a breeze with certify and the reporting comes directly into the system without having to capture those travel receipts for air, hotel or rental cars.

Occasionally when you upload receipts it puts the receipt in as a separate entry. I have not figured out what I do to make that happen but it seems to do it most if I don't autofill my receipts. It's not a big issue but more of an annoyance when it happens. That said, its a great product.
Comentário deixado em 04/03/2020
Huei

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
Comentário deixado em 03/30/2020
Komsa Scoh

easily to use and saves you time

simplicity. Wasn't excited about changing to certify however once I became familiar with the app it made my expense reporting fast and easy.

The change to certify took me a couple of months to figure out what to do if I made a mistake. now I make very few mistakes entering receipts but if I error I can fix the mistake easily
Comentário deixado em 03/29/2020
Gruver Fida

Saving time is the biggest benefit I see. Being able to enter receipts on the go and have them sync up and then auto-populate my expense report is one HUGE thing I can check off my long list of "to do's".

I love how easy and convenient this software is to use and because of this I rarely if ever "forget" to upload a receipt. I use the mobile app "on the spot" as I wait for my catering order or before I start my car to drive to the next office. It's great!

It is hard to come up with any major cons. I guess if I had to pick something it would be to have fewer categories on the mobile app in the section where you enter the expense description. However, this is not a big deal at all.
Comentário deixado em 03/27/2020
An

We switched from excel based spreadsheets for expenses and having to tape receipts onto pages to submit. This makes life so much easier when on the road. I can approve reports much quicker now that they are cloud-based.

Ability to track expenses for a team. Smartphone use, from uploading receipts to booking travel, makes it easy to stay on top of the expense reports.

Some of my team likes to book travel by train and this isn't very easy to do through Certify. Sometimes flight changes have not been communicated in a timely fashion to some of the team.
Comentário deixado em 03/23/2020
Mariellen Wicklund

Ease of use I use the app for 90% of my certify time it's great. Only go to PC when I submit end of mont report

Doesn't always match up correct with receipts Would be nice to create a report on the app. For when I am on the road
Comentário deixado em 03/23/2020
Anette Emanus

Certify from a user perspective is easy to learn and use. The mobility tool to take images of receipts in easy to use. The quality of the receipt is good. The OCR technology does a pretty good job at reading the receipts. It is user friendly from a system administration perspective as well. It is click not code. There are simple changes that a system administrator can complete rather than needing to go back to IT to make coding changes. The response time from the helpdesk in fairly quick as well. The account rep/helpdesk was willing to answer my questions as I was learning how to support they system from a system administrator perspective.

How easy it is from a system administration and end user perspective to us.

We use the out of box solution. The is some company specific configuration. If there is a feature you would like, you may not always be able to get that feature. Certify will put it on a list and if enough customers request, they may make the change. I also understand that customizing a system to one company is difficult to support. In my experience with expense tools, customizing a system to a particular company is more difficult to support. Using the system the way Certify intended is a better road to travel.
Comentário deixado em 03/23/2020
Penland

What I like the most about Certify is the fact that I can easily submit my expense reports through the app or I can login to the computer. In the past we used to use spreadsheets and had to scan receipts, now it's so much easier just take a picture of the receipt and it even fills it in for you and submit and you're done.

There's nothing I dislike about Certify I haven't had any issues with it and I use it on a weekly basis. I love the simplicity and how quick I can take care of my expense reports.
Comentário deixado em 03/22/2020
Thamora

I do not like carrying around receipts

Ease of use. I love the ability to pick up my phone and use it to snap a photo of my printed or emailed receipt. You can even Email a receipt directly to your on line account and sync it directly to your account.

Hard to rectify on iPhone. If this app was a bit more user friendly at the end of the month that would help
Comentário deixado em 03/22/2020
Godart

We are more efficient at getting our expenses reimbursed in a timely fashion and it is directly deposited into our account within Days

I like this software because you can take a picture with your phone and upload it or use your computer. Helps keep you organized and lets you know when to expect a refund for your expenses.

When first learning to use the software it was difficult to remember where to go and to click save and submit not just save.
Comentário deixado em 03/21/2020
Magas Majkowski

We spent many weeks researching the best options for what we were looking for in an expense tracking software. We tried several trials and lastly ended with choosing Certify for the job. Talking with our sales rep, it sounded like a dream! He addressed each of our concerns and assured us everything we were looking for was within their app.

They were willing to work on pricing before we signed up.

Their system is outdated. The software could be good, but it seems they are not willing to update to get there.
Comentário deixado em 03/21/2020
McMaster

Some of the initial set up takes a little bit of time because if it is done wrong the errors will compound with time. Initial set up is key.

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.

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.
Comentário deixado em 03/21/2020
Sunil

When I worked for a company that already had the software up and running and had time to work out the implementation bugs, it worked great. If you can try to include yourself in any focus groups or test cases during testing, so you can make sure that your regular expenses will be able to be entered.

As far as travel and expense software go, Certify is very easy to use. The first time onscreen prompts help you figure out how to enter expenses for reimbursements. I've used other mobile expense software, and I would have to say that Certify has the friendliest interface, and it is difficult to get wrong. The menus and layout make it easy to find current submissions, past reimbursements, and to update your profile.

I have worked at a company where we switched from one T&E software to Certify, and the experience was terrible. While the interface was great, there were too many steps required in order to enter an expenses. I would also have trouble when I tried to split an expense for a single charge, and had to contact my accounting department as well as Certify Support. It was determined that certain steps were overlooked when the initial implementation of the software was done, so it took an extra 2-weeks, before I could correct my error. Unfortunately for me, this pushed me into the window where the Credit Card I used got charged the interest for that month. I was of course paid back, but it was a hassle none the less.
Comentário deixado em 03/20/2020
Brew Jew

We have been with certify for 5+ years now and seen the growth which has helped us grow. Processing the reports used to take us hours which now takes minutes or less. Manager reports have saved us time and money. Easy to use from start to finish.

They encompass it all.

Always room for more features and growth.
Comentário deixado em 03/14/2020
Rumpf

I use this to software daily, both for creating expense reports for others or approving for my Director.

easy to use, software is straightforward

This is probably my company's choice but the categories that are listed for how we are to list the expense (travel-meals, others meals, mileage) the categories are not explained well and often I do not know what to choose. How strict do we need to be with these categories, are they truly linked to something we are tracking?
Comentário deixado em 03/13/2020
Patrizius Mulich

Im going to make this kind of short....

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.
Comentário deixado em 03/12/2020
Walt Gunagan

ease of programs, time saver and organizer

Taking pic of receipts and entering info daily makes this program save time at the end of month to submit expense report

Sometimes the split receipt option doesn't work , just keeps thinking. Also you take the pic of receipts and they don't sync . Otherwise the program is a time saver overall. would recommend to other companies.
Comentário deixado em 03/12/2020
Anne Ramsahai

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.
Comentário deixado em 01/03/2020
Gipsy

Great for keeping track of all of my expenses. Wish it would show expenses that the company paid for with out me paying for initially.

This program does a great job itemizing every expense and spelling out what is and what is not covered and how much is covered by your company.

The document archive location vs the individual expense reports is confusing. Unsure where receipts need to be submitted.
Comentário deixado em 12/09/2019
Schroeder Suggs

It has allowed myself and others more time to focus on core business rather than expense reporting.

Scanning a receipt and allowing the program auto-populate the expenses and type is such a breeze to be able to utilize. It cuts down the manual entry and gets reports done in a fraction of the time.

At this time there is nothing I do not like about the software, it does what it needs to do and cuts my time tremendously.
Comentário deixado em 10/15/2019
Symer Trefry

As the administrator I think it's a fantastic program for cost savings in comparison to some other popular expense systems. Users struggle with adapting to this software compared to Concur. The interface is completely different for how reports are created and receipts are uploaded. I like that they are constantly making improvements based on user and administrator feedback (I was informed that the more requests they get for something, the higher that project gets bumped up on their development list).

I like that there are several option to make it custom to our company (ability to make it work how we need it to). There is a vast learning library available and reporting is visually appealing and easy to find what I need to run as the administrator. The Certify tech support team is responsive and always rolling out new improvements based on feedback, we have already seen several positive changes in the last 4 months since switching to this for expenses and travel.

User feedback has been that it's not user-friendly, there are several aspects of the software that aren't intuitive and users struggle with learning this system after switching from Concur's interface. As the administrator it's difficult to create specific rules to kick-out certain expense categories for audit. We had to create a work-around by making a secondary account for myself to manually review those exceptions which is pretty odd and causes for a lot of double-work, as those approved by the secondary account come back to me as administrator to approve a second time.
Comentário deixado em 09/24/2019
Greerson Purdin

We love this product and in my 8 years here we have had two others that were difficult and the customer service left a lot to be desired. Great product and Great Service.

As the person who books travel for our entire leadership team, I love that I can go to one reliable source and search all travel options. Trying to create itineraries that meet all their schedules is challenging but this software enables me to look at all the options in one place. We originally used it for airfare but have come to rely on it for hotels and car rentals as well. I also have to give a "10" to their customer service. They are prompt, friendly and reliable. I never have to wait for an answer and when we need to make changes they take right over and get it done.

To be honest, I really can't think of a "con". I have never had an issue with Certify Travel & Expense.
Comentário deixado em 09/17/2019
Santini

I am able to easily track and be reimbursed for my mileage at work and it has been such a lifesaver.

I love the ease and convenience of this software. I track my mileage daily and submit bi-weekly for reimbursement and everything always goes so smoothly. Once it is approved, my money is in my account the next day. The tracker is accurate and I feel it is a great software for companies.

There isn’t really anything that I dislike about the software. I don’t have any complaints to report.
Comentário deixado em 07/04/2019
Whiteley

The business problem I am solving with using Certify is keeping all of the expense reimbursements organized. With the organization I currently work with, there are a lot of sales people who do a great deal of traveling that they get reimbursed for. It was difficult in the past to manually look at each receipt and total the amounts. With the system, it helps to streamline the process.

I like that Certify sends me individual emails for each employee that has submitted an expense reimbursement. It also provides reminders if an expense has been submitted but not approved yet. This helps to keep everything organized and ensure nothing gets missed. With the system, Certify allows the approver to click into each expense and view the receipt. It is easy to approve and if you need to write a note to the employee you can do so within the system. For example, if an employee forgets to submit a receipt, I just write a note to them within the system to please upload the receipt. I then get an email when the employee responds.

I have had an issue in the past where the employees would not receive emails when I write a note to them in the system. They would have to log into Certify. This issue has since seemed to have been fixed. Other than that the system is easy to use.
Comentário deixado em 04/04/2019
Dyana

I cannot say enough positive things concerning the Support from Certify. I submit an expense infrequent enough that I sometimes need a reminder on how to do it, and Customer Support is always willing to walk me through it how to do it from start to finish. I have never once been directed to a "read it on your own" user guide, but the live interaction helps me get this done quickly and efficiently.

I love the ease of this software. It is extremely easy to navigate as well as figure out how to submit an expense report on your own. And even when you don't know, Support is always there to help.

If I had to pick something negative about this software, I would have to say that integrating my Uber travel with the software in order for a smoother expense process.
Comentário deixado em 04/04/2019
Quiteris Lamonte

So much more efficent to manage expenses. The approval process is automated as well I recieve an email when a expense report is ready to be aproved and if I can get it all approved at one time it saves where I left off and then I can pick it back up the next time I log in before sending it on to the next step in the approval process.

Ease of use I am an approver for my team and I use it to track my expenses as well so I have a user and administrator perspective for how easy it is to use. We untilize both the computer and mobile app and both are equally easy to use and the mobile app can do everything that you can do from the browser.

So far I have not found anything I don't like about it.
Comentário deixado em 04/04/2019
Adabel

It is so easy and convenient to use. because of the phone app, i dont spend hours on a weekend doing my expense reports. Plus if i have entered something wrong, it does not allow me to move on.

i honestly cant think of any. even when the software needed updating, you told me.
Comentário deixado em 03/27/2019
Horn Baerman

A huge business problem that certify has to help me to fix, is cutting unnecessary cost in our company. With its easy to use software, I was able to see what cost I could cut, therefore saving our company more money!

This software is really great. I provide all the snacks, office supplies, and other employee-related equipment to my team of about 120 employees. Therefore I use Certify a lot and its extremely easy to use. I love how I can just snap a photo an upload my receipt right after purchase to keep things in order. It also gives you tips and tricks if you mess up an expense. I would highly recommend this software to any companies that have company credit cards. It's very easy to learn and very easy to use!

There really is not a lot of things I dislike about Certfity. I use it every day and I find it a very easy product to use.!
Comentário deixado em 03/19/2019
Norty

Certify has made it so much easier for users to submit their receipts for making purchases using company credit card. Also, once the user verifies receipt is synced-they no longer need to keep up with the receipt.

-Easy way for end users to submit receipts from purchases for work

-Users with little computer skills found it a little difficult to learn.
Comentário deixado em 02/25/2019
Pouncey Ponciano

Before Certify, I had to physically tape receipts to a piece of paper and scan it to our finance department. Now, I take pictures of receipts as I get them or forward receipts from my email. I can then easily create, send, and approve expense reports.

Creating expense reports couldn't be easier! I set up my account so that I can forward email receipts directly to Certify and the app makes it super easy to snap photos of receipts and upload them. In my role, I also have to approve expense reports - Certify makes it easy to do that (and make edits when something is submitted incorrectly). PLUS, their customer service is great - they are super supportive and friendly and are able to resolve any issues that arise quickly.

There's not much I don't like about it, but sometimes Certify will guess what expense category something belongs in, but it is often wrong (I just ignore it, so it's not a huge problem).
Comentário deixado em 01/28/2019
Edgardo Harison

It is very easy to use! When I need to make a change it’s user friendly.

I haven’t found anything I dislike about the software.
Comentário deixado em 07/10/2018
Schick

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.

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.
Comentário deixado em 06/08/2018
Rock

I like the tracking part. You can save it as a draft and continue adding items. And also it shows you how much your getting and your entering new days. Once you get familiar with the app it is very easy to use.

It would be a good idea to have a Definition list. I use it this app daily and it would be helpful if I know if I should use commute versus non commute.
Comentário deixado em 06/08/2018
Ranita Zenner

Ease of use, great customer service, easy to upload, love the analytics features, love that I can print the PDFs for my reports

cannot locate map items by name, like Google. It would be helpful it could identify places by putting in the name of the org as in Google Maps. Also it would be helpful if one could rename the address to the org's name.
Comentário deixado em 04/27/2018
Nessie Escoto

This program is very easy to use and very efficient. Always timely with responses and never have issues with log in name or logging into from different devices.

There is nothing I do not like about this protean. I explained I. The box above how great it is. I would not change anything about it
Comentário deixado em 01/14/2018
Hibbitts Olckhart

It's easy to use. Love the way you can change items if needed. It is very inexpensive for the company to provide to the employees.

Comentário deixado em 12/05/2017
Harneen

If you want to take the stress out of keeping receipts, making spreadsheet reports and tracking expenses, start using Certify and realize that you can never go back to being without it!

The quick functions of the app, mobile access and receipt uploading via phone camera capture of receipt. Expense reports are three clicks and you’re done. Amazing!

Comentário deixado em 10/31/2017
Tellford Baldyga

Easy to use for me entering receipts with my assistant coordinating the expense reports. Very simple to use.

Might have more visibility for executive assistant activity back to me. Not much else to talk about....
Comentário deixado em 09/01/2017
Danaher Baumiester

Spend is more easily seen by management

Can't see the exact account numbers in the actual visible report when processsing
Comentário deixado em 12/16/2016
Townie Hufty

At first, I found Certify to be very hard to figure out. It was not very intuitive. The most difficult part was entering and finding your receipts. It took a while to figure this out. Now I find it pretty easy to use. It's easy to take a photo of your receipt w/ your Certify App and add this to your account. It's also easy to load your c/c info on the site so that whenever you use it, your expense automatically gets added to your account. I would like to see less steps when approving Expense Reports, from the time you "approve" to "submit". There are a lot of steps.

Now that I know how to use it - ease of use, ease of adding receipts to your account; easy to edit an expense as needed.

I found it very difficult to use when I first started. It was very hard to understand how to add a receipt and then connect it to your expense.
Comentário deixado em 12/05/2016
Mariquilla

I have implemented a number of different T&E systems, but Certify hit the nail on the head! They are easy to use and understand and they have training videos that your employees can use whenever it is convenient for them! I love their latest update of their system! Not only did they let us know about the change months before it went into effect, they even set it up for me to switch my entire company over early once we had tested it!

Easy to use for both the user and administrator. Certify is always taking suggestions for improvements and actually implementing them.

Comentário deixado em 12/05/2016
Eal Boudoin

We found Certify very adaptable and easy to implement even with the unique structure of our company. Certify is continually working on enhancements, most driven by customer request and/or suggestions. Their customer service and support have been wonderful, over the time it feels like you are dealing with an old friend.

Paperless processing of expenses, awesome reporting capabilities and easy of capturing receipt images on mobile app.

Our Auditing team would like the ability to move receipt image over to our second screen and have it change to the next receipt, especially for our larger expense reports. I realize the team is currently making improvements on this.
Comentário deixado em 12/03/2016
Loydie

Since joining my current company I have used Certify over the past 2+ years. It makes keeping track of business expenses while traveling a breeze. We have other systems to track some of our other expenses and I try to stay away from them and use Certify - it's just so much easier to use.

Ease of use and simplicity. It's very fast, sign-on is simple & quick. I usually have my meal expenses recorded before I leave the table. Once a trip is over, putting expenses together into a report is also very simple and the receipt wizard is very helpful. I'm able to take a hotel folio and break out my meals from lodging in just a few seconds. I can get receipts entered from my phone's camera, upload from a PDF or sent in by email.

I can't think of anything. I don't pay for it, my organization does, so I cannot rate cost or value.

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