Certify Expense
Logiciel de gestion des notes de frais et de déplacement
4,7 /5 (1218 avis) Donnez votre avis !Certify Expense - Présentation
Description du logiciel Certify 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 Expense - Présentation
Prix
Types de licence
Certify Expense - Fonctionnalités
Médias
Certify Expense - Avis
Certify Expense - Avis
Very effective expense management tool.
I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.
Hit the Easy Button
Much more efficient than the prior system that Murphy utilized
Certify Review
- Overall, I really enjoyed my experience with Certify. The benefits of this program is that I was able to collect all my supervisor's incoming expenses and receipts and invoices with very minimal frustration and confusion due to Certify's organized program.
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.
Certify Expense helps save money
My overall experience with Certify Expense has been great. It has helped our company cut costs and survive in a harsh economic climate. We're in the Casino industry which has been hit hard during this time and we've still managed to stay afloat because of Certify Expense.
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
Very effective expense management tool.
Avantages
Certify is a very effective expense management tool. It’s incredibly easy to use and allows me to get my expenses reimbursed very quickly.
Inconvénients
Nothing to dislike. Certify is intuitive and user friendly.
Hit the Easy Button
Much more efficient than the prior system that Murphy utilized
Avantages
Mobile and Desktop sync easily. Uploading receipts from the photo function is awesome.
Inconvénients
Sometimes extra entry of receipt information is required but probably because we're still learning the software/app
Certify Review
- Overall, I really enjoyed my experience with Certify. The benefits of this program is that I was able to collect all my supervisor's incoming expenses and receipts and invoices with very minimal frustration and confusion due to Certify's organized program.
Avantages
- how organized the interface is (ability to easily find and go to where I need to go)
- classic, clean, sleek look to the website
Inconvénients
- I remembered a few times where I had to click backwards in order to accomplish something moving forward. For example, when I was creating a expense, if I wanted to look at the overview of the expenses, I'd have to click backwards in order to view it, and then go back to the expense report that I had just created. A lot of back and forth that caused much inconvenience.
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.
Certify Expense helps save money
My overall experience with Certify Expense has been great. It has helped our company cut costs and survive in a harsh economic climate. We're in the Casino industry which has been hit hard during this time and we've still managed to stay afloat because of Certify Expense.
Avantages
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.
Inconvénients
Customer service has been slow to respond to our requests and we often end up solving the issues on our own.
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Certify Expense - Prix
Certify Expense - Prix
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Certify Expense - Fonctionnalités
Certify Expense - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Certify Expense - FAQ
Certify Expense - FAQ
Voici quelques-unes des questions fréquentes sur Certify Expense.
Q. Quels sont les types de licence disponibles pour Certify Expense ?
Types de licences disponibles pour Certify Expense :
À partir de: 8,00 $US/mois
Type de licence: Abonnement
Essai gratuit: Disponible
Q. Quelles sont les principales fonctionnalités du logiciel Certify Expense ?
Nous n'avons pas d'informations sur les fonctionnalités de Certify Expense.
Q. Qui utilise Certify Expense ?
Utilisateurs habituels du logiciel Certify Expense :
PME, Grandes entreprises, Entreprises de taille moyenne
Q. Dans quelles langues Certify Expense est-il disponible ?
Langues dans lesquelles Certify Expense est disponible :
allemand, anglais, arabe, chinois (simplifié), chinois (traditionnel), coréen, danois, espagnol, finnois, français, hongrois, indonésien, italien, japonais, norvégien, néerlandais, polonais, portugais, russe, suédois, taïwanais, tchèque, thaï, turc, ukrainien
Q. Quels sont les types de licence disponibles pour Certify Expense ?
Types de licences disponibles pour Certify Expense:
Abonnement
Q. Certify Expense prend-il en charge les appareils mobiles ?
Appareils pris en charge par Certify Expense :
Android, iPhone, iPad
Q. Avec quelles applications Certify Expense peut-il s'intégrer ?
Applications s'intégrant à Certify Expense :
Authorize.net, Certify AP, Lola, NetSuite, PEX, QuickBooks Online, Sage Intacct, Salesforce Sales Cloud, Salesforce for Quickbooks, Xero
Q. Quelles sont les ressources d'aide disponibles pour Certify Expense ?
Ressources d'aide disponibles pour Certify Expense :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.