Certify use on a daily basis
April 10, 2019

Certify use on a daily basis

Randal Hauck | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certify

All departments use Certify. The employees that have company credit cards are required to submit weekly expense reports. Certify makes it easy to review the expenses and corresponding receipts, and then sync to QuickBooks.
  • We have a constant need to keep track of job costing for our various projects. With Certify the process of getting the expenses into our accounting program is quick and easy. The "flags" within Certify for expenses that do not meet our requirements are easy to spot and correct.
  • Once an expense report has been approved it would be helpful if someone in our company had the ability to "un-approve" it if an error is noted and needs to be corrected. At this time a call to Certify is required to un-approve the report.
  • Our employees find it easy and quick to complete their weekly expense reports. After all, who wants to sit and try and get and expense report filled out. Also, it makes our internal accounting job of reconciling the credit cards that much faster.
Certify is easy to use, the customer support is great, and the software is easy to learn from both the accounting and the user side.
For us, with 15 - 20 users that need to submit expense reports it works great. It might be a little bit of "too much" for a company with just one or two employees. However, they should definitely consider it as their company grows.