Streamlined Expense Reports
April 04, 2019
Streamlined Expense Reports
Score 9 out of 10
Vetted Review
Verified User
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