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Easy to use reporting app!
October 31, 2019

Easy to use reporting app!

Sheila Garcia | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certify

We currently use Certify for our Sales team to file their monthly expenses. It helps streamline the process, taking out excel sheets and adding in an easy to use online and mobile system. Being able to add expenses by taking a photo of the receipt and immediately adding to Certify is a big plus.
  • Mobile upload - piling up receipts to staple to reports and turn in can be cumbersome. Thanks to Certify's mobile app, our team can easily take photos of their receipt and upload it immediately after making a purchase. The info is saved in their report and they can submit easily when needed.
  • Departmentalizes expenses - easy to create expense categories to allow our accountant an easy understanding of what is being spent in each category.
  • ACH payment - while we don't currently use it, I believe the ability to add ACH payment through Certify became an option in 2018, and was one we wanted to see added and glad they did! Now we just need to activate it on our end.
  • When you forward an expense report to a supervisor or co-worker, the expense form is no longer available for us to view. Or at least not that I have found. I wish there was a place for old reviewed/approved expense reports would be saved for easy reference to the past reports.
  • Time saved for ease of creating an expense report and build as you go.
  • Time saved for review, clear and easy reports.
  • Fewer errors from previous report tools (excel).
Ease of entering data in to reports. From photos that pull data and fill in the blanks to suggested reasons for making edits, etc. great way to track expenses with multiple departments and employees. The program prompts you to answer all the questions which makes it easy for review by management.
We chose Certify for ease of understanding, resources for training staff, multiple departments, and price.
The ease of adding receipts with photos through the mobile app is helpful in many ways! It lets you add as you go, and no more holding on to lots of paper receipts since it’s all stored digitally.

It was frustrating to submit an expense report for review but then not be able to access it again for reference, either as an employee or mid-tier reviewer.