Likelihood to Recommend
CORE is well suited for time entry and reporting across employee groups and projects. CORE can generate many useful reports, however the customization and filtering of these reports isn't exactly intuitive. It can be difficult to get the reports to show the data you want, and there is no way to remove data fields from a report or create a custom report.
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Certify is not well suited for multi-dimensional ERPs. Although Certify 'offers' general ledger dimensions GLD, the use of them is extremely limited. Filtering on any GLD can only be done once. There is not the possibility for creating hierarchies with the dimensions. The only method of exporting is via a flat file or the open API, which I understand is quite limited. This software is for a smaller scaled business that is not trying to track across dimensions or create hierarchies. Data flow is one directional. I cannot emphasize enough the shortcomings of the reporting. The parameters are mostly based on expense dates rather than expense reports. There are entirely too many of them, and some of them perform the function!
Read full review Pros Invoice Collections within Billing is a great tool because of the ability to take notes and track contact. Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project. Dashboards are the best tool EVER! The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us. Read full review Integration with Amtrav or other travel booking systems. Certify has a tight integration with travel systems that makes it feel nearly like one cohesive tool. Easy expense options. Use OCR on receipts, import from credit cards and merge items, approve and inquire about expenses. Track your submissions. Easy UI. Friendly and easy to navigate without getting lost. Read full review Cons Startup training is available (& you need it so that you get off to a great start) A report that shows the key setups for a project that can be glanced over quickly to assure it is correct A way to set a new start date for the dashboards and data set, or a way to default old bad data to a default so reports run without bad data showing up. Read full review Reporting: I would like to see more chart availability from the program. We include various data points from Certify in our monthly financial statement package. Currently, we export data from the program and create our own pivot tables to create charts. Dashboard feature: It would be nice to be able to use the data for a specific date and then be able to print that information. Can't think of another one. As stated before, they listen to their customers so prior issues have been addressed and implemented. Read full review Likelihood to Renew
We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
Read full review Usability
It's very easy to use and straightforward. Everything is laid out in an easy to use pattern and can be changed, somewhat, based on user preference. The options are limited but it's a pleasant experience using the product and I can perform the tasks I need to perform quickly and without any issues.
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If the integrations with our card programs had succeeded, I expect [Emburse] Certify would have worked well for expense submitters and approvers. During the short time that the American Express Business integration was active, transactions flowed smoothly, and the expense reporting and receipt matching functions were quite good. The [Emburse] Certify mobile app was particularly powerful and easy to use.
Read full review Reliability and Availability
I can only remember a couple of times in 4 years that Core has been unavailable.
Read full review Performance
This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
Read full review Support Rating
Our team has had to contact support on a number of occasions, mostly to address a slow system and/or not being able to log in. The support is very responsive and fixes the issue within the same day. Additionally, any time we need to modify codes, BQE helps with that support and gets it turned around quickly.
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The measure of support is how well they respond when you really need them, like when the system is not performing correctly. We have been on the platform less than a year, and there have been at least 2 instances, where the platform was down. The 2nd time was the day before out fiscal year end. And they need a development website. When they are making changes to your LIVE instance, and things go wrong, the client is the first to know about it! I've come to understand that Certify has tiers of support. Those in tier 1, barely know more about the software than the users. I sent a request for a report that shows expense reports currently pending approval and after 5 days of back and forth I was told to build it myself.
Read full review Online Training
Make sure you have someone training you that fits your style of learning.
Read full review Implementation Rating
It does take some time to understand the options and to find the best invoice template.
Read full review Alternatives Considered
I am a user and was not involved in the decision making. Tool was already in place when I joined. But comparing to other tools I have used in the past, BQE is by far the easiest to use. You do not need any training to start using this tool immediately
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Before Certify, there was only manual expense reports entered for our company. This took too much time for employees too finish and caused a delay of efficiency. With Certify, it is easier to access and finish each report with the right amount of effectiveness and efficiency it needs. Certify is really helpful in saving a lot of time for employees that do not have time.
Read full review Scalability
This software works on a small and large scale.
Read full review Return on Investment BQE Core has allowed our growing business to manage time tracking in an effective and efficient manner. We could not have effectively kept running our operation without it. BQE Core provides all of the reports we need to do our monthly management reporting. This allows us to quickly spot problems such as capacity overloads, receivables problems, budget overruns, or timekeeping issues. BQE Core has supported our business objective of generating more profit from projects that we undertake by allowing us to quickly and effectively monitor budget burn rates before it becomes an issue. Read full review The organization and automatic flow of the expense report to approvers and then AP saves time for all. The user has agreed that it is easier and quicker to prepare the expense report and the managers and AP department finds the automated process to be quicker and more efficient. Time saved is money saved. Certify can recognize if a duplicate expense is submitted or if an expense is submitted too late to be reimbursed according to our policies. This prevents us from reimbursing an expense in error. We use a customized report to track a specific type of expense that gets submitted by our sales team. There is a limit on what can be spent on specific expenses that fall into an entertainment category and the report helps us to stay within the limits. Previously, without this tool, we had spent so much more time manually tracking these expenses and had gone over the limits, creating a deficiency in our processes. Read full review ScreenShots Emburse Certify Screenshots