We were manually inputting and processing expense reports, which took a lot of time before we started using this programme. However, since implementing this system, uploading receipts and submitting and reviewing expense reports have become much simpler, saving us a tonne of time and hassle. The programme has saved our team a tonne of time overall.

I am extremely pleased with the ease of creating and modifying expense reports using this system! It's incredibly convenient to be able to add notes or instructions if needed, and the option to forward reports to another manager for approval is an excellent feature. Overall, I'm very satisfied with the functionality and features provided by this expense reporting platform.

It would be really helpful if I could make multiple changes to my expense report all at once instead of having to go through the process of changing the receipt, saving it, making corrections to the Category, Reason box, and other fields, and then saving again. It would save me a lot of time and effort if I could make all the necessary modifications in one go.

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

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!

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.

After several phone calls with the Certify sales team, I was assured that the corporate credit card sync would work for our business. I stated several times that the credit card sync was THE critical factor in our evaluation of expense tracking software, and explained the structure of of our credit card login with authorized users. I was never given any indication throughout the sales process that there was even a possibility that the credit card data couldn't be pulled in, and proceeded with our contract an implementation accordingly. I dedicated many hours to the implementation process, including introducing our entire team to the website and mobile app. It was not until over a month into the process that our implementation specialist indicated that the credit card aggregator was unable to separate the charges according to authorized user....and that this was a KNOWN ISSUE for credit cards of our type. I spent an additional 4 weeks attempting to help them trouble-shoot the known issue. But the bottom line is that their service does not support small business credit card feeds, has never been able to do so, and they have no plan in place to attempt to do so. Bottom line: Certify will tell you whatever you want to hear until they take your money. But they do not standby those promises, and you should not trust that their sales people have any idea what the software can actually do or not do. Beware.

This seemed like an effective and easy to use expense tracking software.

The sales contact repeatedly assured us that Certify would bring in credit card transactions from our company credit card (Capital One Spark for Small Business). We were explicit that this was the primary driver in our decision, and that importing company credit card transactions was our primary goal. As soon as we paid the implementation fee and were assigned to an implementation specialist, they immediately explained that Certify does not work with Capital One cards, and also does not work with any of these: Chase Ink, American Express @ Work, Simmons Bank, PNC Bank, Bank of America Visa Executive Commercial Card, US Bank. If you use those cards, DO NOT TRY TO USE CERTIFY. They wasted 2 months of my time, and REFUSED TO REFUND the implementation cost, despite the fact that they sold me software they KNEW would not work.

It is extremely handy to submit and get repaid for expenses. I'm a HUGE fan of company credit cards being preloaded so I don't have to personally shell out a couple thousand for a flight/hotel. For someone who remembers the days of photocopying receipts and physically signing expense sheets, this program is a godsend.

I love that I can put the app on my phone and take pictures of receipts (or whatever) and build my expense report as I go. I love that I can book airfare and hotels from the single platform. And I love that I can build an expense report and get the reimbursement back to me in a few days via ACH.

Booking a hotel can be a little confusing because there are endless options with shorthand codes for different sizes, etc. And if your organization has put in confusing policies/rules (or just not implemented them all the way) you can run into some roadblocks.

Easy way to track expenses and upload receipts with the mobile app. The way it syncs to desktop version is quick and efficient. All receipts and expenses in a variety of different forms can be added (bank statement, physical receipt, online receipt, etc). It is user friendly and easy to understand. Generates expense reports and notifies you of its progress.

I think the software is user friendly in both the App and the Desktop versions. I like how you can add expenses right from your phone when you are on the go. The way it prefills data from receipts is great. I like how it is connected to Uber and also how easy it is to forward an online receipt to certify and it will generate an expense. I rated customer service and value for money as average because I don't have a good benchmark for either of them.

I feel the App does some things better than the desktop version and I feel each have different capabilities, which is strange. For example, I can create an expense based on mileage from driving to and from a location, that cannot be replicated within the desktop version.

Certify does a good job in solving the business problem of having all reimbursement, travel, and other expenses recorded for each user in one place, however, it is not always user-friendly. I would mainly recommend using this platform for booking travel.

My job recently switched over to Certify for travel and basic money management. The main reason I use it to receive reimbursement from my workplace when we go to an outing or have to travel for client meetings. Our company grew very quick from less than 100 people to over 700 people in a matter of 2 years so as we onboard this program, it made travel, reimbursement, tracking of receipts, etc for a medium size com pretty easy. I value programs like Certify that make my life easier by having all inquires in one place, saving me time on booking and making me worry free about tracking reimbursements

Sometimes the receipt upload process takes a while to get done right since it has quite a few components to enter when filing out the form for reimbursement. With this being said, the must unenjoyable thing about Certify is filing a reimbursement form since it is a tad annoying/takes a while to use.

Easy to use. Every one I have spoken to on the phone was also extremely helpful and very responsive. All the handouts and tutorials were very easy to understand and left no questions regarding Certify. The webinars were also helpful. Adding users is super easy as well.

Teaching employees how to use both the app and the computer version was super easy. This is almost a fool proof app. We only really use this for travel and expense reports.

It was hard to set up with the system that we use to process expense reports (Sage software). I had to call Sage on the phone and have them customize a report so we could use the product.

I find it quite helpful to manage expenses especially if you need to control your team expenses. You and set it to send reports to you and approve them or not. It's really user-friendly. App's design is not the best but it fills your needs.

It's really easy to submit your expenses with your phone through certify's app without needing the internet. You can just add your full day expenses and at the end of the day with just one button send it all to the software in your computer and from there you can create reports and send them directly to your manager. The person at your company controlling the software has the ability to choose which categories appear in your app, so it can fit every business and every person.

The invoice recognition doesn't quite work. So just stick to the fill up the blanks yourself.

I think it is an easy way to input expenses to get reimbursed and it is very user friendly and easy to figure out and use.

I do not use it very extensively so I do not have any negative things to add on this product.

A client of ours has this as their obt/travel spent management tool, we help with annual spent and projection calculation based on Emburse SE

not all data is reflected in reports correctly, some city codes are lost

Helps less organized employees audit and track expenses - integrates with our cc statements and sleek looking site

takes long to integrate. Menus and dropdowns are repetitive, time-consuming and many aren't customizable. Uploading receipts could be time consuming.

The overall experience with Certify has been great, I am able to submit receipts easily and also I am able to help and assist managers when they need me to submit expenses for them when they aren't able to.

Our company is a fairly new company and when we 1st started out the company was using another software that was so complicated at times! Then they introduced us to the certify software and it was much easier to upload and track our expenses. You get to see the step by step process of approvals and you the software makes it so easy to edit and make corrections! Very simply software.

There was an issue one time when I submitted an expense for reimbursement and the expense was never paid because that was a glitch somewhere in the system where accounting did not process the expense that was submitted.

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).

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.

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.

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.

Great software that fits global needs. Company continues to improve the system.

There are still some reports that cannot be customized in the system. Have to pull it out and then filter and sort etc.

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.

This is a good stand alone product it just doesn't really work well with my accounting program. Right now we are just using it to capture mileage reimbursement but I'm not sure that we will continue using the program because again I'm not sure it is worth it to keep it just for mileage.

What I like about this product is that it can record mileage, the customization it has available. There are plenty of resources available on their website to help educate customers on the product. The Certify Team is really helpful and always have a positive interaction.

I don't like how this product syncs with Quickbooks. There is alot of manual input which is what I was trying to avoid and why our team ultimatley ended up signing up for certify. Certain data doesn't transfer over like billable expenses to customer/job. Additionally, it doesn't recognize duplicate entries that were synced over so alot of work was duplicated. I don't like how you can't split expenses until you create a expense report. Also the auto expense feature doesn't work very well very often my expenses were recorded incorrectly and synced to my books incorrectly so it actually created more work for me to go back and try to correct the issue. Lastly, when my team submits a expense report it always flags every transaction so that all the fields are entered. I wish there was a way to turn off some of the insignificant sections like location.

Overall experience with the emburse certify Expense is amazing and exceptional as it has cutting edge solutions that make your accounting,expenses management, billing and Invoicing, accounts payable very. Easily and convenient.

It is the best solution for Intuitive expense management, travel management and accounts payable automation solutions if desired as it has in built to complement your organization's growth to deal. With all these powerful features.

The payment gateway or payments service. Such. PayPal , Skrill, Payoneer might have made it more useful though still it has best solutions for business needs .

Overall one of the easiest platforms we've tried...and we've tried a lot!

Expenses are always tricky, and making sure people get them in on time and in the proper format for filing... but I've found that Certify, from the app to the optionality, has made it easiest for our teams to expense quickly and correctly.

It does require ample employee training due to the complexity of billing but the platform makes the process as intuitive as possible for tracking time, processing expenses and generating client invoices.

We switched from excel based spreadsheets for expenses and having to tape receipts onto pages to submit. This makes life so much easier when on the road. I can approve reports much quicker now that they are cloud-based.

Ability to track expenses for a team. Smartphone use, from uploading receipts to booking travel, makes it easy to stay on top of the expense reports.

Some of my team likes to book travel by train and this isn't very easy to do through Certify. Sometimes flight changes have not been communicated in a timely fashion to some of the team.

We love this product and in my 8 years here we have had two others that were difficult and the customer service left a lot to be desired. Great product and Great Service.

As the person who books travel for our entire leadership team, I love that I can go to one reliable source and search all travel options. Trying to create itineraries that meet all their schedules is challenging but this software enables me to look at all the options in one place. We originally used it for airfare but have come to rely on it for hotels and car rentals as well. I also have to give a "10" to their customer service. They are prompt, friendly and reliable. I never have to wait for an answer and when we need to make changes they take right over and get it done.

To be honest, I really can't think of a "con". I have never had an issue with Certify Travel & Expense.

Saving time is the biggest benefit I see. Being able to enter receipts on the go and have them sync up and then auto-populate my expense report is one HUGE thing I can check off my long list of "to do's".

I love how easy and convenient this software is to use and because of this I rarely if ever "forget" to upload a receipt. I use the mobile app "on the spot" as I wait for my catering order or before I start my car to drive to the next office. It's great!

It is hard to come up with any major cons. I guess if I had to pick something it would be to have fewer categories on the mobile app in the section where you enter the expense description. However, this is not a big deal at all.

Benefits are wonderful for this software.

I really love how seamlessly the integration is with this software. It is excellent and keeps all receipts itemized.

It can be challenging when computing currency from other countries- I.e. international work travel. Program has gotten much better over the years

Very professional, but we would like to see more enhancements to the program especially to the commute deductions from daily travel.

Using Certify has made it easier for the staff to submit their travel expenses. Being paperless, not only assures that we receive the claims timely, but it also assures that the expenses get processed timely. Also, receiving the e-mail notifications is very helpful for the employee and management.

Yes, we use Emburse mostly for our itinerant staff that travel from school to school on a daily basis. Our policy deducts the daily commute. We would like to be able to deduct the daily commute from the full day travels, not only from once of their trips. For example: if an employee daily travel is 20 miles roundtrip a day and they travel 30 miles, we will reimburse them 10 miles. Currently, the system deducts the home commute when they travel from home or to home. So if the employee travels 30 miles and ends their travel to a school closer to their home (less than their commuted miles), their home commute is not deducted.

Ability to keep track of expenses and get manager approval much easier for projects.

I like the ability to track expenses and submit them to your manager for approval. This keeps a record and avoid discrepancies in the future. Ability to have a mobile app is great as well.

The software layout can be improved, especially on mobile. The interface is hard to learn and required some training for our user base.