Certify helps streamlined expense reporting and reimbursement
April 19, 2019
Certify helps streamlined expense reporting and reimbursement
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Certify
Our outside salespeople use Certify to submit monthly expense reports for reimbursement. We have about 25 persons using Certify. They typically incur mileage, travel expenses, and some entertaining expenses. Prior to using Certify, we were using paper reports and attaching original receipts to each monthly reimbursement submission. Keeping up with all that paper was cumbersome.
- Direct deposit reimbursements are very fast. Our users get their funds very quickly.
- Reporting capabilities within Certify are excellent. Many reports are available and can be created in Excel format for further manipulation when necessary.
- Support, when needed, has been very good. The knowledgebase is helpful and phone support is available and responsive.
- The ability to add a receipt after a report has been submitted would be helpful. This would simplify processing as opposed to disapproving the report and sending it back to the user for correction and re-submission.
- Though not a fault of Certify, our users drive multiple destinations every day, rather than occasional trips from city A to city B. Therefore, capturing mileage is a time-consuming process for our users.
- There has been time saved by me as an administrator in using Certify versus approving manual paper submissions and cutting paper checks.
- Our users receive their funds more quickly.
- We are able to generate reports simply and more quickly.
We evaluated and attempted to get started with Concur but found reporting with Concur to be lacking. Certify seemed a better fit for our organization and company size.