TrustRadius
Streamlined Expense Reports
https://www.trustradius.com/expense-managementCertifyUnspecified8.263101
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April 04, 2019

Streamlined Expense Reports

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Certify

Certify is used in our organization to capture, organize and process business and travel expenses. It is convenient to use on your mobile device as well as on a desktop computer. The at-a-glance "dashboard" is easy to navigate and makes the process more efficient. I would highly recommend Certify to any organization looking to streamline reimbursement processing.
  • Adding receipts or documentation of purchase(s) is simple with the three upload options that Certify offers. The user can choose to upload from a mobile device via the Certify app, upload via computer or by emailing it to a unique email account that is designated for the individual employee through Certify.
  • The status of expense reports makes it easy to check at-a-glance to see the current status - "Draft, Pending Approval, Pending Payment or Archived".
  • Receipt integration from popular travel services and vendors makes calculating expenses even easier.
  • I'd like to see more options for receipt integration from places where the purchase was made with Apple pay, and the merchant sent a text message receipt of payment.
  • "Create a New Expense Report" page is very basic, possibly creating differentiation with bold character and font size difference would help the user with a faster response to the next step in navigation.
  • The website could use a refresh to make navigating more user-friendly.
  • I think it has made the expense processing time shorter
  • It has made our organization more efficient.
  • It has improved communication within the organization regarding expenses and approval from managers.
  • It has made less paper waste for our organization
Certify is well suited for capturing, organizing and processing expenses with specific time frames, such as business trips or events. This platform seems less suited for the occasional expense, as it can be more challenging to "re-remember" all the steps to report and submit an expense. I have assisted colleagues where this is the case, and it has been a learning curve compared to what we did previously in our organization.