Certify - excellent time-saving tool!
April 11, 2019

Certify - excellent time-saving tool!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certify

It is being used across the organization. Anyone who has a company credit card uses it, and almost all of the salespeople as well. Accounting oversees it. It helps us to keep all of our credit card receipts easily accessible and reduces paper waste. It makes it much easier to look up previous charges.
  • The app is easy to use and is very convenient.
  • The ability of account managers to go into other employees' accounts makes it easy to help them.
  • The wide range of reporting features makes it easy to look up old information and create Excel sheets with meaningful data.
  • Manually entering data to an expense report is not very user-friendly. I do not like that I have to fill in the category before I can fill in the rest of the data. Sometimes I need to fill it all in and then think about which category would be best.
  • Linking cards to the wallet - we had quite a struggle trying to keep some of our cards linked and they would mysteriously unlink which made for a time-consuming fix involving upper management.
  • SpendSmart - I don't think this area is useful at all to our company.
  • As an account manager, I wish there was an easier way for me to edit each expense in reports. There are times I need to go into every single line item. to change or add detail, and it would be nice if I could edit them on one screen.
  • Fewer errors from manual data entry.
  • Time saved entering data and pulling reports.
It is very intuitive. I wish that manually entering expenses in a report was easier. I love that you can copy and paste statement data and turn it into an expense report. The support team is excellent. The program has saved our company so much time. We've had fewer data entry errors.
I have not used other programs.
Certify is a great tool for anyone needing help with organizing receipts. Very appropriate when you have lots of credit cards to manage.