Certify Travel & Expense

Certify Travel & Expense

Logiciel de gestion des notes de frais et de déplacement

4.7/5 (1199 avis)

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

À partir de
8,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Certify Travel & Expense - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine
Langues
arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois et 20 autres, néerlandais, anglais, finnois, français, allemand, hongrois, indonésien, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, taïwanais, thaï, turc, ukrainien

Captures d'écran

Capture d'écran pour Certify Travel & Expense : Home screen overview
Capture d'écran pour Certify Travel & Expense : Home screen overview Capture d'écran pour Certify Travel & Expense : Access all expense reports Capture d'écran pour Certify Travel & Expense : Use the mobile apps to enter expenses Capture d'écran pour Certify Travel & Expense : Add receipts or expenses using the mobile app Capture d'écran pour Certify Travel & Expense : Store and view all receipt photo uploads Capture d'écran pour Certify Travel & Expense : View auto-filled expense reports Capture d'écran pour Certify Travel & Expense : Certify corporate travel

Certify Travel & Expense - Avis

Certify Travel & Expense - Avis

Note globale
4.7
/
5
Excellent
911

Très bien
242

Moyen
25

Médiocre
7

Mauvais
14

Rapport qualité-prix
4.6
Fonctionnalités
4.6
Simplicité d'utilisation
4.6
Support client
4.7
96% des utilisateurs recommandent cette application
Heather D.

This software is like an "EASY" button for life!

The ability to keep track of every mileage reimbursement that I had ever had!


Traduire avec Google Translate
Toni L.

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.


Traduire avec Google Translate
Jessica S.

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!


Traduire avec Google Translate
Randy P.

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.


Traduire avec Google Translate
Jeff K.

Ditch the receipt

Totally loved ease of use!


Traduire avec Google Translate
Heather D.
Traduire en français

This software is like an "EASY" button for life!

Logiciel utilisé tous les mois pendant plus de deux ans
Publié le 10/07/2018
Provenance de l'avis : Capterra

The ability to keep track of every mileage reimbursement that I had ever had!

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Toni L.
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: 201-500 employés
Traduire en français

Good for receipt uploads - clunky during report creation

Logiciel utilisé Autre pendant 6 à 12 mois
Publié le 27/03/2020
Provenance de l'avis : Capterra

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.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit: 6.0/10

Jessica S.
Secteur d'activité: Psychologie
Taille de l'entreprise: 1 001-5 000 employés
Traduire en français

Certify Review

Logiciel utilisé tous les mois pendant plus de deux ans
Publié le 11/03/2020
Provenance de l'avis : Capterra

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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Randy P.
Traduire en français

Could be good, but isnt

Publié le 16/03/2017
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 3.0/10

Jeff K.
Secteur d'activité: Sécurité et enquêtes
Taille de l'entreprise: 5 001-10 000 employés
Traduire en français

Ditch the receipt

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 11/03/2020
Provenance de l'avis : Capterra

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

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
9.2/10
Basé sur 1 199 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Certify Travel & Expense - Prix

Certify Travel & Expense - Prix

À partir de
8,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4.6/5
Basé sur 1 199 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Certify Travel & Expense - Fonctionnalités

Certify Travel & Expense - Fonctionnalités

API
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports en temps réel
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4.6/5
Basé sur 1 199 avis utilisateurs
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