Certify Purchasing is a procure-to-pay solution designed to aid businesses with making purchasing and spending decisions. The cloud-based tool offers features for digitizing processes including requisition, payments, approvals, budget alignment, invoice processing, and more. Certify Purchasing allows businesses and procurement departments to spend with confidence by connecting them directly with preferred vendors and giving the ability to setup custom approval workflows. Built-in, automated controls adhere seamlessly with the organization’s current regulatory requirements and approval processes in order to drive compliance and ensure that purchases remain within budgets and meet policy requirements.
Certify Purchasing offers a streamlined process to aid users with managing their entire procurement-to-pay cycle. Requisitions can be managed and sent online, within the system, and requisition approvals are automatically routed to the relevant approvers. Electronic purchase orders can then be sent to vendors for fulfillment, line items can be matched, invoices are processed, and payments can be processed through integration with existing ERP systems. Businesses are able to utilize Certify Purchasing’s real-time data and reporting features to analyze spending against budgets, track payments, view balance sheets, and more.
Our team experienced an immediate affinity for Certify as an application which we are using along side our current CRM
in order to organize , track , and to monitor travel compliant policy alterations for our yearly , very busy travel schedule.
Certify as such has become a concrete asset as we save on needless and potentially expensive travel costs.
We found that Certify readily integrates inside of our current Control Management Software quite efficiently and easily.
Certify's own management team help sire us through this process which ultimately reduced our dependency on IT
support which can be costly. Certify offers easy to use tools that allow our employees and resource allocation
to create fine tuned reports designed to address monetary waste as well to increase cost efficiency. As advised by Certify's team,
we are paying particular attention to travel mileage as well as incurred airfare. AP report generation is also available for our
accounting in order to focus on reimbursable costs for each department or by employee.
We did notice occasional operational instability in the form of minor bugs with this program as well as the necessary synchronization
that must be initialized by each employee per server , however overall these inconveniences were mitigated through
intervention from Certify's capable client service department. They suggested quite effective work around solutions
to keep our report flow steady and current.
Some of the initial set up takes a little bit of time because if it is done wrong the errors will compound with time. Initial set up is key.
The software is easy to use, both for the back office and for the people out in the field. The processing of expense reports and the integration into out Quickbooks is much quicker than doing it all by hand.
We had some errors in the beginning of our use with Certify, in that the software would not allow us the ability to process credit card payments for some of our "Current Assets". I find this strange that nowadays with the use of credit cards for so much of purchasing in the world, that there would be a category of expenses that the software would not recognize. Certify was very helpful in tracking down this issue and explaining it to us.
The business problem I am solving with using Certify is keeping all of the expense reimbursements organized. With the organization I currently work with, there are a lot of sales people who do a great deal of traveling that they get reimbursed for. It was difficult in the past to manually look at each receipt and total the amounts. With the system, it helps to streamline the process.
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.
With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.
This is a very intuitive easy to use software but the biggest Pro to this is their customer service. i can't say enough about their service especially on the travel side. Any problem we have ever had in the travel side was immediately taken care of. Very personable. As a user who does travel for the team almost weekly it is such a timer saver to have a service that keeps every ones information on file and provide you with every travel option on one screen. Booking travel is a breeze with certify and the reporting comes directly into the system without having to capture those travel receipts for air, hotel or rental cars.
Occasionally when you upload receipts it puts the receipt in as a separate entry. I have not figured out what I do to make that happen but it seems to do it most if I don't autofill my receipts. It's not a big issue but more of an annoyance when it happens. That said, its a great product.
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.
Contact Certify for pricing information.
Voici quelques-unes des questions fréquentes sur Certify Purchasing.
Types de licences disponibles pour Certify Purchasing :
Type de licence: Abonnement
version d'essai gratuite: Non disponible
Contact Certify for pricing information.
Fonctionnalités du logiciel Certify Purchasing :
Utilisateurs habituels du logiciel Certify Purchasing :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Certify Purchasing est disponible :
Types de licences disponibles pour Certify Purchasing:
Nous n'avons pas d'informations sur les appareils pris en charge par Certify Purchasing.
Applications s'intégrant à Certify Purchasing :
Certify Travel & Expense
Ressources d'aide disponibles pour Certify Purchasing :
Base de connaissances, Support téléphonique, Tutoriels vidéo