Certify Purchasing

Certify Purchasing

Procure-to-pay solution to simplify spend management

4.7/5 (1071 avis)

Certify Purchasing - Présentation

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.

Prix

À partir de
N/A
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Appareils

Pour quelle entreprise ?

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Certify Purchasing - Avis

Note globale
4.7/5
96% d'avis positifs
810
Excellent
223
Très bien
21
Moyen
6
Médiocre
11
Mauvais
Anna V.
Traduire avec Google Translate

A different type of expense system

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 15/10/2019
Provenance de l'avis : Capterra

As the administrator I think it's a fantastic program for cost savings in comparison to some other popular expense systems. Users struggle with adapting to this software compared to Concur. The interface is completely different for how reports are created and receipts are uploaded. I like that they are constantly making improvements based on user and administrator feedback (I was informed that the more requests they get for something, the higher that project gets bumped up on their development list).

Avantages

I like that there are several option to make it custom to our company (ability to make it work how we need it to). There is a vast learning library available and reporting is visually appealing and easy to find what I need to run as the administrator. The Certify tech support team is responsive and always rolling out new improvements based on feedback, we have already seen several positive changes in the last 4 months since switching to this for expenses and travel.

Inconvénients

User feedback has been that it's not user-friendly, there are several aspects of the software that aren't intuitive and users struggle with learning this system after switching from Concur's interface.
As the administrator it's difficult to create specific rules to kick-out certain expense categories for audit. We had to create a work-around by making a secondary account for myself to manually review those exceptions which is pretty odd and causes for a lot of double-work, as those approved by the secondary account come back to me as administrator to approve a second time.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Louis C.
Traduire avec Google Translate

Ceritify app and control software specifically targets and organizes our teams travel log and finance expense reports.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 27/12/2018
Provenance de l'avis : SoftwareAdvice

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Randal H.
Traduire avec Google Translate

Certify Expense Reports

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/12/2017
Provenance de l'avis : SoftwareAdvice

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Melanie S.
Traduire avec Google Translate

Easy to use travel and expense system

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 04/07/2019
Provenance de l'avis : SoftwareAdvice

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Lauren V.
Traduire avec Google Translate

Trinity Logistics

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 21/11/2018
Provenance de l'avis : Capterra

With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Certify Purchasing - Prix

À partir de
N/A
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Contact Certify for pricing information.

Certify Purchasing - Fonctionnalités

  • Données en temps réel
  • Facturation
  • Gestion des factures
  • Gestion des flux de travail
  • Intégration de tiers
  • Rapports et statistiques
  • Traitement des factures

  • API
  • Analyse financière
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Importation et exportation de données
  • Intégration comptable
  • Notifications automatiques
  • Paiements électroniques
  • Piste d'audit
  • Prise en charge de plusieurs devises
  • Rapports personnalisables
  • Suivi des frais
  • Tableau de bord d'activités

Plus d'informations sur Certify Purchasing

Certify Purchasing - Principales fonctionnalités

  • Automated approval workflows
  • Digital two- and three-way matching
  • Integration with Certify Travel and Expense
  • Invoice Processing
  • Real-time visibility into data and analytics
  • Seamless invoice processing and payment

Avantages

  • Automate processes such as approval workflows, two- and three- way matching, routing for fulfilment, and more.

  • Connect with preferred vendors within the system to make requisition sending easier through punch-out technology.

  • Process invoices electronically and match them with purchase orders. Send invoices to integrated ERP systems for payment fulfillment.

  • Integrate Certify Purchasing with Certify Travel and Expense in order to utilize a complete spend management system.

  • Gain insight into spending and budgets with the Certify Purchasing reporting suite, and create custom reports for any metrics.

  • 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

    Contact Certify for pricing information.

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

    Fonctionnalités du logiciel Certify Purchasing :

    • Automated approval workflows
    • Digital two- and three-way matching
    • Integration with Certify Travel and Expense
    • Invoice Processing
    • Real-time visibility into data and analytics
    • Seamless invoice processing and payment

    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