TrustRadius
Certify use on a daily basis
https://www.trustradius.com/expense-managementCertifyUnspecified8.263101
Randal Hauck profile photo
April 10, 2019

Certify use on a daily basis

Score 10 out of 101
Vetted Review
Verified User
Review Source

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.
Every time that we have had to contact the Certify team, they have been most helpful and quickly understood the issue we were having, and worked their best to resolve any issues as soon as possible.
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.