Avis clients sur Emburse Certify Expense

It's really easy to submit your expenses with your phone through certify's app without needing the internet. You can just add your full day expenses and at the end of the day with just one button send it all to the software in your computer and from there you can create reports and send them directly to your manager.
The person at your company controlling the software has the ability to choose which categories appear in your app, so it can fit every business and every person.

The invoice recognition doesn't quite work. So just stick to the fill up the blanks yourself.

I am happy to no longer need to hold on to paper receipts to turn in for monthly expense reports. Submitting your report is very easy if you've kept up on your receipts everyday. Also very easy to review and approve reports for my sales team.

The auto fill feature is very spotty. Some days it works perfectly and some days it works poorly so my sales team end up missing errors and submitting reports that require work to correct. In the web site, the receipt view can be annoying as it continues to pop up even after you close the window.

They were willing to work on pricing before we signed up.

Their system is outdated. The software could be good, but it seems they are not willing to update to get there.

They use a 3rd party linking system which will result in you having to manually reconnect your cards to the system weekly, or your reports will not pull in transactions correctly.

The way the users are set up, it makes no sense and has a very hard flow to things. You constantly have to ghost another user to approve expenses billed to a card that is added to your user.

They are not a customer-focused company who is concerned with their product or how their customers are treated and focused more on filling their pockets.

Certify has a great sales team, but that seems to be where the customer service ends and loads of issues begin.

Easy to edit. Easy to understand. I mostly used it for mileage, so the mapping was easy to understand. I also used it for purchases, which was a little more difficult.

I enjoyed the software, but I was a little confused with the uploading. It was a little tedious, but other than that, it was pretty easy. If I had a long receipt it made it a little difficult. Looking for an easier way to upload.

easy to use, always available on my phone using the app. The fact it prepares my report every monday is great.

wish you could add splits before you compile reports. Wish auto fill worked better. Every once in a while this do not show up after syncing

I like the Certify app to upload receipts. One photo of a receipt, and then toss it. Later, assign those receipts to an expense report, submit, and done. Tracking for end of year is easy.

It is sometimes difficult to maneuver around in Certify, especially between expense reports.

The best thing about Certify for how I use it is the synchronization with credit cards. This make it very convenient to make sure I have everything expensed properly and everything matches up.

The interface can be a little confusing sometimes. I have used SAP Concur for some time now so when I switched it was frustrating to enter in some basic transactions. But I got used to it. The other thing i noticed is that the iPhone app is not a direct link to the software but instead needs to be synchronized before the data will go back and forth.

They have a terrific support staff that helps all the employees with any issues they may have using the app. Having the ability to take a photo of receipts is very helpful in the problem with missing receipts. The initial set up was quick & we were able to import the expense reports directly into our accounting software eliminating errors.

I like that it is done online and once I complete the expense report it will automatically notify everyone in the chain of command that it is completed and submitted.

It is not as easy as I would like to connect receipts to the report and I typically scan them on my printer and save to a file on the computer. It should store any previously used receipts in a "completed" folder so they don't continue to come up when I'm trying to attach new receipts to a new report.

Certify is easy to use. It is easy to add receipts. It keeps good records. It has an easy approval process as well.

Our company is a fairly new company and when we 1st started out the company was using another software that was so complicated at times! Then they introduced us to the certify software and it was much easier to upload and track our expenses. You get to see the step by step process of approvals and you the software makes it so easy to edit and make corrections! Very simply software.

There was an issue one time when I submitted an expense for reimbursement and the expense was never paid because that was a glitch somewhere in the system where accounting did not process the expense that was submitted.

Certify allows the user to upload receipts and put the date of the purchase, which helps Finance get an accurate picture of your work-related spending. You are emailed a notification once your report is submitted, and also when it's been approved. A great feature is the ability to just email the pictures of your receipts on your phone to one email address, which automatically uploads them for you into your account. From there you can fill out the info related to the spend.

Honestly - Certify is not very intuitive at all. The first time I tried to create an expense report I ended up creating 3 separate reports before noticing that something was off. The platform seems a little buggy, and you can't fix one thing without bulk fixing multiple things. It won't let you move forward unless everything is perfect, and most of the time, it is not clearly communicated what you're missing. You need to upload receipts one by one, but they don't filter into the same report. It's very manual and I dread creating expense reports at the end of any trip because it just takes me forever.

I like that Certify sends me individual emails for each employee that has submitted an expense reimbursement. It also provides reminders if an expense has been submitted but not approved yet. This helps to keep everything organized and ensure nothing gets missed. With the system, Certify allows the approver to click into each expense and view the receipt. It is easy to approve and if you need to write a note to the employee you can do so within the system. For example, if an employee forgets to submit a receipt, I just write a note to them within the system to please upload the receipt. I then get an email when the employee responds.

I have had an issue in the past where the employees would not receive emails when I write a note to them in the system. They would have to log into Certify. This issue has since seemed to have been fixed. Other than that the system is easy to use.

Entry is very easy with the mobile app. I use this in the field. It is so much more convenient than doing expense reports longhand and having to fax in. Data entry is very fast. Sending in for review and processing is seamless. The few times I needed directions I was able to get accurate help from customer service immediately. They are professional, knowledgeable, and supportive.

The app has minimal instructions for correcting entry errors after the expense report has been generated. Customer service redeemed this issue by being very knowledgeable and helpful. The available tutorials also only cover general field usage with no help for doing fixes. Also, photos of receipts do not always accurately fill the expense field and do need to be reviewed before saving in order to correct blank or incorrect fields.

It is the best solution for Intuitive expense management, travel management and accounts payable automation solutions if desired as it has in built to complement your organization's growth to deal. With all these powerful features.

The payment gateway or payments service. Such. PayPal , Skrill, Payoneer might have made it more useful though still it has best solutions for business needs .

Ability to track expenses for a team. Smartphone use, from uploading receipts to booking travel, makes it easy to stay on top of the expense reports.

Some of my team likes to book travel by train and this isn't very easy to do through Certify. Sometimes flight changes have not been communicated in a timely fashion to some of the team.

As the person who books travel for our entire leadership team, I love that I can go to one reliable source and search all travel options. Trying to create itineraries that meet all their schedules is challenging but this software enables me to look at all the options in one place. We originally used it for airfare but have come to rely on it for hotels and car rentals as well. I also have to give a "10" to their customer service. They are prompt, friendly and reliable. I never have to wait for an answer and when we need to make changes they take right over and get it done.

To be honest, I really can't think of a "con". I have never had an issue with Certify Travel & Expense.

My favorite thing about Certify Expense is how simple it is to approve or deny expenses and we can add notes to explain the reasons for our decision. We handle several projects at once and Certify has helped us cut costs on travel, reduce spending on projects and we've reduced our finance department drastically which helped us save on labor expenses as well. Employees can manage their own travel plan and expenses but adhere to the limits set by management.

Customer service has been slow to respond to our requests and we often end up solving the issues on our own.

Not having to submit physical copies and entering expenses as they happen.

I have bad luck forwarding emailed expenses. My boss typically can't read them. I'm not sure what the system does to these emails but maybe storing them as a PDF would help?

Ease of use for employees to track and submit expenses. The ability to track their expenses on their mobile devices.

the delay/processing time for employees who have a large number of items to process in one report is a huge time eater. And, moving between items they feel is cumbersome.

It has really made tracking expenses and travel costs a breeze to track, leading to more efficiency and accuracy within our reporting. All of our outside customer sales reps use it daily.

Scaling to a larger business can seem complicated through the web app in the very beginning but they have a great service team that can answer all your questions. Also things like expense reporting and creating spreadsheets can sometimes take a few moments to load entirely but that's normally due to network issues and rarely has to do with the app.

The auto-import from my purchasing card is very useful. I also enjoy the mapping system for calculating my mileage. Compiling reports is quick and easy. I like the simple user interface and no nonsense page setups.

While the auto-import is great; I have experienced purchases that have been placed on reports but will not be deleted. I can't delete these values and they have accrued over my 2 years of using certify. This makes me worried when I have a report due and still have extra values located in my history. Scanning in receipts and matching receipts to my purchases could be a little easier too. Another concern with matching receipts to purchases is when a tip is applied to a purchase there is no way to identify that. There should be a TIP option on restaurant purchases that would solve discrepancies between official purchases and money spent.

After snapping a picture of the receipt, the system auto populates the open fields

Sometimes the auto populate gives the wrong town or state but that's easily overcome to make corrections

It is pretty user friendly for our travelers. The website is easy to use.

The presentation of data could be better. In terms of looking up by employee and expenses by time period. I know our sales people have some difficulties in changing dates on expenses.

Straightforward and easy to use. Great mobile app. I love the auto-fill feature that actually reads your receipt and automatically completes the required data fields for each expense.

Sometimes when you navigate away from the expense screen before finalizing the expense, you lose the information you have already inserted.