Certify Travel & Expense - Présentation
Description du logiciel Certify Travel & Expense
Certify est un système de rapports de déplacement et de notes de frais destiné aux employés, qui fournit des outils puissants pour la comptabilité, le suivi des dépenses, la saisie des reçus, le traitement des paiements, le reporting, la conformité, etc. Certify est conçu pour accélérer le processus de reporting des notes de frais avec des fonctionnalités d'analyse des reçus et de remplissage automatique.
Avec Certify, les entreprises peuvent planifier et générer automatiquement leurs notes de frais. La fonctionnalité mobile de lecture de reçus permet aux utilisateurs d'extraire des informations des notes de frais à partir de reçus à l'aide d'applications mobiles natives pour Android et iOS. Les utilisateurs prennent simplement des photos de leurs reçus à l'aide de leur appareil mobile pour permettre à Certify ReceiptParse d'extraire les données et de les remplir automatiquement dans les rapports de dépenses. Les rapports peuvent ensuite être comparés à la photo d'origine et approuvés avant d'être soumis. Certify facilite également la lecture de reçus électroniques par e-mail, scanner, fax, webcam, SMS, etc.
Les autres fonctionnalités de Certify incluent des évaluations et des commentaires pour aider les entreprises à dépenser plus intelligemment en tirant parti des retours professionnels, l'intégration dans QuickBooks qui synchronise les données des fournisseurs et des employés, la gestion du flux de travail pour l'approbation des rapports de dépenses, la gestion de la conformité et le reporting personnalisable qui permet d'analyser les habitudes de consommation.
Certify Travel & Expense - Présentation
Prix
Types de licence
Certify Travel & Expense - Fonctionnalités
Captures d'écran
Certify Travel & Expense - Avis
Certify Travel & Expense - Avis
This software is like an "EASY" button for life!
The ability to keep track of every mileage reimbursement that I had ever had!
Good for receipt uploads - clunky during report creation
Our company uses Certify to track and reimburse all work-related expenses. Whether that's a hotel bill for a conference in another state, to the meals and snacks you purchased during your annual off-site retreat, Certify is the way to break everything out by line item and have Finance approve.
Certify Review
With Certify, I am able to ensure that I am getting reimbursed for money that I spend at work both directly and indirectly including gas, mileage, school supplies, food for meetings, and more! Thank you certify for ensuring that I am getting paid for the things I pay for!
Could be good, but isnt
Im going to make this kind of short....
I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it.
Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me).
The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap.
The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol.
1) Check expense(s) in wallet
2) Click Add to report,
3) Chose whether you want a new or existing report.
4) Confirm that you want to do that.
5) Wait for the expenses to load(which can take a while if you have a lot)
6) click edit
7) Edit the expense, click save (I'll give them this one)
8) Click the icon to open a menu
9) Click Send to wallet.
So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple.
So why do I have to leave the wallet to edit an expense?
Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses?
I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.
Ditch the receipt
Totally loved ease of use!
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
This software is like an "EASY" button for life!
Avantages
When traveling as much as I used to for work, Certify gave me the ability to not only keep track of where I went, but the notes feature allowed me to keep track of why I was going there.
I actually had an error occur at work which caused me to have to go back 3 YEARS and give the accounting department a list of every time I drove to headquarters. Being able to go back into Certify to find specific times/dates/mileage/etc. helped me prove that I was actually owed a few hundred dollars! It was no fault of my company or myself, just one of those oversights that could have been missed by anyone. But had I not had Certify and it's ability to keep track of EVERYTHING, I never would have been able to prove the error had occurred!
Inconvénients
Even though I used the app on my phone for years, I still found myself getting confused when it came to determining whether I needed to create an "expense" or a "receipt" - I think there should/could be an easier way to label these two options so that it identifies more with what each one actually means. While it may look as though it should be self-explanatory, there were times when I would just forget.
Good for receipt uploads - clunky during report creation
Our company uses Certify to track and reimburse all work-related expenses. Whether that's a hotel bill for a conference in another state, to the meals and snacks you purchased during your annual off-site retreat, Certify is the way to break everything out by line item and have Finance approve.
Avantages
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.
Inconvénients
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.
Certify Review
With Certify, I am able to ensure that I am getting reimbursed for money that I spend at work both directly and indirectly including gas, mileage, school supplies, food for meetings, and more! Thank you certify for ensuring that I am getting paid for the things I pay for!
Avantages
I enjoy how easy the software is to use! I can use Certify with any expenses that I have including receipts from meetings, receipts from purchasing classroom supplies for students, gas receipts, and more. I can even upload receipts from my phone and transfer them to certify in a very simple process which makes my expense reporting stress free! As I mostly use the software for mileage, I enjoy that I can easily input my regular travel and have it deducted automatically while also having the option to "map it" and "round trip" my route in order to have an accurate account of my travel expenses. This software makes my overall expense reporting experience simple and easy!
Inconvénients
At first I did not like how there were so many separate accounts for my work (timecard, notes, expense reporting etc.) However, with Certify, everything you need for expense reporting is in one place. Initially the action tabs can be a bit confusing and can maybe be modified. However, once you understand what they are for and how to use them they are very helpful. Other than that there is not much I would change about certify as it makes my experience so easy and stress free!
Could be good, but isnt
Im going to make this kind of short....
I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it.
Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me).
The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap.
The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol.
1) Check expense(s) in wallet
2) Click Add to report,
3) Chose whether you want a new or existing report.
4) Confirm that you want to do that.
5) Wait for the expenses to load(which can take a while if you have a lot)
6) click edit
7) Edit the expense, click save (I'll give them this one)
8) Click the icon to open a menu
9) Click Send to wallet.
So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple.
So why do I have to leave the wallet to edit an expense?
Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses?
I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.
Avantages
App is good to use
Inconvénients
They dont know their system entirely. they will sell you something just to sell you.
Their salesmen dont know the ins and outs.
Ditch the receipt
Totally loved ease of use!
Avantages
After snapping a picture of the receipt, the system auto populates the open fields
Inconvénients
Sometimes the auto populate gives the wrong town or state but that's easily overcome to make corrections
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Certify Travel & Expense - Prix
Certify Travel & Expense - Prix
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Certify Travel & Expense - Fonctionnalités
Certify Travel & Expense - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Certify Travel & Expense - FAQ
Certify Travel & Expense - FAQ
Voici quelques-unes des questions fréquentes sur Certify Travel & Expense.
Q. Quels sont les types de licence disponibles pour Certify Travel & Expense ?
Types de licences disponibles pour Certify Travel & Expense :
À partir de: 8,00 $US/mois
Type de licence: Abonnement
Essai gratuit: Disponible
Q. Quelles sont les principales fonctionnalités du logiciel Certify Travel & Expense ?
Nous n'avons pas d'informations sur les fonctionnalités de Certify Travel & Expense.
Q. Qui utilise Certify Travel & Expense ?
Utilisateurs habituels du logiciel Certify Travel & Expense :
Grandes entreprises, Entreprises de taille moyenne, PME
Q. Dans quelles langues Certify Travel & Expense est-il disponible ?
Langues dans lesquelles Certify Travel & Expense est disponible :
arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois, néerlandais, anglais, finnois, français, allemand, hongrois, indonésien, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, taïwanais, thaï, turc, ukrainien
Q. Quels sont les types de licence disponibles pour Certify Travel & Expense ?
Types de licences disponibles pour Certify Travel & Expense:
Abonnement
Q. Certify Travel & Expense prend-il en charge les appareils mobiles ?
Appareils pris en charge par Certify Travel & Expense :
Android, iPhone, iPad
Q. Avec quelles applications Certify Travel & Expense peut-il s'intégrer ?
Applications s'intégrant à Certify Travel & Expense :
Authorize.net, Certify Purchasing, Lola, NetSuite, ONEMINT, PEX, QuickBooks Online, Sage Intacct, Salesforce Sales Cloud, Xero
Q. Quelles sont les ressources d'aide disponibles pour Certify Travel & Expense ?
Ressources d'aide disponibles pour Certify Travel & Expense :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
The ability to keep track of every mileage reimbursement that I had ever had!