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Highly Recommend Certify
April 10, 2019

Highly Recommend Certify

Barbara coy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certify

It is being used by our senior and branch managers; we have 11 branches, to track expenses and all receipts. It helps to have all the receipts in 1 area, and we can mark it with a code if receipts are missing.
  • Certify is linked with our specific business credit card
  • The support team responds very quickly to answer any questions, etc
  • Certify is very user-friendly
  • We have asked Certify for improvements through the years and they have responded very well. At this time I do not see an area for improvement.
  • It does save a lot of time from creating individual expense reports -- it is linked to phones so one may a picture of a receipt right when they get it, so it is saved and not lost.
  • It has an area to list who was entertained, who was treated a lunch, etc.
  • It generates reports for our accounting dept, by each individual and totals up the codes, etc.
It is really easy, once you start working it (I know for a fact as I'm not an expert on the computer). I've learned a lot over the past 4 years, and it really takes no time to balance my expenses for the month.
As stated earlier, we switched from Concur, the ease of Certify was so much better, and the customer support outstanding!
Linking to our credit card is very helpful to match up receipts with charges, along with making sure the right receipt is attached. We have a list of account codes that our employees can choose from to match their budget expenses. It is very easy to add or subtract codes, etc. Each monthly Certify report must balance with the credit card statement.