Certify Purchasing

Certify Purchasing

Solution procure-to-pay pour simplifier la gestion des dépenses

4.7/5 (1109 avis)

Certify Purchasing - Présentation

Description du logiciel Certify Purchasing

Certify Purchasing est une solution P2P (procure-to-pay) conçue pour aider les entreprises dans leurs décisions d'achat et de dépense. L'outil cloud offre des fonctionnalités pour numériser les processus, notamment les demandes, les paiements, les approbations, l'alignement budgétaire, le traitement des factures, etc. Certify Purchasing permet aux entreprises et aux services d'approvisionnement de dépenser sereinement en les mettant directement en relation avec des fournisseurs privilégiés et en leur donnant la possibilité de mettre en place des flux d'approbation personnalisés. Les contrôles intégrés et automatisés respectent parfaitement les exigences règlementaires et les processus d'approbation en vigueur au sein de l'organisation. Cela assure la conformité et garantit le respect du budget et des exigences stratégiques pour les achats.

Certify Purchasing propose un processus simplifié pour aider les utilisateurs à gérer l'ensemble de leur cycle procurement-to-pay. Les demandes peuvent être gérées et envoyées en ligne, via le système. Leurs approbations sont automatiquement acheminées vers les approbateurs concernés. Les bons de commande électroniques peuvent alors être envoyés aux fournisseurs pour exécution, les rubriques peuvent être rapprochées, les factures sont traitées et les paiements peuvent être réalisés grâce à l'intégration aux systèmes ERP existants. Les entreprises peuvent utiliser les fonctionnalités de données et de reporting en temps réel de Certify Purchasing pour analyser les dépenses par rapport aux budgets, suivre les paiements, consulter les bilans, etc.

Certify Purchasing - Présentation

Prix

À partir de
N/A

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Certify Purchasing - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis
Langues
anglais

Captures d'écran

Capture d'écran pour Certify Purchasing : Generate purchase orders electronically and send them to vendors through the Certify Purchasing system
Capture d'écran pour Certify Purchasing : Generate purchase orders electronically and send them to vendors through the Certify Purchasing system

Certify Purchasing - Avis

Certify Purchasing - Avis

Note globale
4.7
/
5 1109 avis
Excellent
838

Très bien
225

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
Joshua V.

Cerifty Makes Expense Tracking Easy

It has greatly streamlined the process of inputting and calculating expenses. The system has a great process then for moving expense reports through the organization for approvals and/or comments if need be.


Traduire avec Google Translate
Vaibhav M.

Best for vivid traveller

Managing money while travelling had never been so easy and manageable before this guy. Right from $1 to no limit, am able to manage it all with mere couple of clicks.


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
Utilisateur vérifié

Great For Traveling or Expenses

It has been very positive. I will continue to recommend fellow business owners to use it for their employees. It saves time and you do not have to keep a paper trail it is all done in the software.


Traduire avec Google Translate
Heather D.
Traduire avec Google Translate

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

Joshua V.
Secteur d'activité: Assurance
Taille de l'entreprise: 51-200 employés
Traduire avec Google Translate

Cerifty Makes Expense Tracking Easy

Logiciel utilisé Autre pendant plus de deux ans
Publié le 10/02/2020
Provenance de l'avis : Capterra

It has greatly streamlined the process of inputting and calculating expenses. The system has a great process then for moving expense reports through the organization for approvals and/or comments if need be.

Avantages

Certify brings some order to the otherwise chaotic process of tracking receipts for expenses. There are several ways to import receipts, from your mobile device via the app or via the webpage on your PC. The layout makes alot of sense and its just an intuitive product to use.

Inconvénients

No major concerns. There might be a better way for standardizing mileage within an organization, ie always use the same mapping option, etc.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Vaibhav M.
Secteur d'activité: Transport routier/ferroviaire
Taille de l'entreprise: Auto-entrepreneur
Traduire avec Google Translate

Best for vivid traveller

Logiciel utilisé Autre pendant Essai gratuit
Publié le 26/12/2019
Provenance de l'avis : Capterra

Managing money while travelling had never been so easy and manageable before this guy. Right from $1 to no limit, am able to manage it all with mere couple of clicks.

Avantages

We travel a lot as family. We stop at multiple points, shop at multiple points and spend at multiple points. Travelling expenses and keeping track of them were becoming a huge concerns where we traveled for more than 5 weeks in a row. We had to had a tool which could help us with that. We use the mobile platform for the software to track the expenses. A simple pic of the receipt of material, tag it with location, add a small description and boom...you are all set for next stop.I like where we were able to tag the receipt with quick note

Inconvénients

Some time the geo tagging of the picture that comes when you update a receipt is off by some meters. Like if you go on a strip mall and you go to multiple shops it becomes difficult to bifurcate the pics. May be I am learning the software and the software already has it. But apart of this perfect travel buddy

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Randy P.
Traduire avec Google Translate

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

Utilisateur vérifié
Secteur d'activité: Marketing et publicité
Taille de l'entreprise: 201-500 employés
Traduire avec Google Translate

Great For Traveling or Expenses

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 12/12/2019
Provenance de l'avis : Capterra

It has been very positive. I will continue to recommend fellow business owners to use it for their employees. It saves time and you do not have to keep a paper trail it is all done in the software.

Avantages

I really enjoy this software, I travel with my job and I am able to log how many miles I drive and then I am able to use the software and send my mileage over to my management and then they are able to reimburse me. It is a very easy program to use and I would recommend this to any business owners.

Inconvénients

I have not found anything that I do not like about this software. I think it is simple and easy to use and I will continue to use it.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
9.2/10
Basé sur 1 109 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Certify Purchasing - Prix

Certify Purchasing - Prix

À partir de
N/A
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4.6/5
Basé sur 1 109 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Certify Purchasing - Fonctionnalités

Certify Purchasing - Fonctionnalités

API
Analyse financière
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 et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4.6/5
Basé sur 1 109 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Certify Purchasing - FAQ

Certify Purchasing - FAQ

Voici quelques-unes des questions fréquentes sur Certify Purchasing.

Q. Quels sont les types de licence disponibles pour Certify Purchasing ?

Types de licences disponibles pour Certify Purchasing :

Type de licence: Abonnement

Essai gratuit: Non disponible

Q. Quelles sont les principales fonctionnalités du logiciel Certify Purchasing ?

Nous n'avons pas d'informations sur les fonctionnalités de Certify Purchasing.

Q. Qui utilise Certify Purchasing ?

Utilisateurs habituels du logiciel Certify Purchasing :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues Certify Purchasing est-il disponible ?

Langues dans lesquelles Certify Purchasing est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Certify Purchasing ?

Types de licences disponibles pour Certify Purchasing:

Abonnement

Q. Certify Purchasing prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Certify Purchasing.

Q. Avec quelles applications Certify Purchasing peut-il s'intégrer ?

Applications s'intégrant à Certify Purchasing :

Certify Travel & Expense

Q. Quelles sont les ressources d'aide disponibles pour Certify Purchasing ?

Ressources d'aide disponibles pour Certify Purchasing :

Base de connaissances, Support téléphonique, Tutoriels vidéo