Certify Invoicing Software Reviews

Pros

This software is simple for business navigation and comes highly recommended.

Cons

THERE IS NOTHING I DISLIKE. THIS SOFTWARE IS simple TO USE.

Pros

Simple to operate. The data exports effectively, and they also provide spending analysis.

Cons

The automatic credit card imports are inconsistent. Sometimes it works fine, and other times it doesn't. Additionally, the exported expense reports' file sizes can be too large for our accounting software to handle.

Pros

I find it an effortless way to input expenses for reimbursement, and it is highly intuitive and easy to understand and use.

Cons

I don't use it very often, so I don't have any negative feedback about this product.

Pros

One of our clients uses this for their travel and expense management, and we assist with annual spending and projection calculations based on Emburse SE.

Cons

Some reports don't reflect all the data correctly, and certain city codes are missing.

Pros

It has significantly reduced the time spent managing our credit card expenses. Before using Certify, we manually entered all card transactions.

Cons

The mobile app has glitches and could be improved to enhance the mobile experience.

Pros

The capability to track expenses and receipts helps in reviewing and implementing cost controls within the company.

Cons

We're still awaiting guidance for integration with our accounting software, and the Certify team has not provided adequate support.

Pros

From the first use, I was impressed by how easy it is to navigate through all the platform's features.

Cons

I wish the platform had an option to track refunds in real-time. Currently, after submitting an expense report, there's no clear way to know when the reimbursement will be made. Real-time status updates on refunds would be very beneficial.

Pros

What I liked most about Emburse Certify Expense was its intuitive interface and simple expense management process. It made creating and submitting expense reports, capturing receipts, and tracking reimbursement status easy. The mobile app was especially useful, allowing me to capture receipts on the go and quickly upload them to my expense report. Integration with credit card transactions and automated expense categorization also streamlined the process and saved me time. Additionally, the real-time visibility into my expense status and approval workflow provided transparency and efficiency.

Cons

The aspect I liked least was the limited customization and advanced reporting options. The software lacks advanced features for customizing expense policies and approval workflows to fit specific business needs. Additionally, the basic reporting functionality could be enhanced with more robust options and advanced analytics to provide deeper insights into spending patterns and trends.

Pros

I like the wallet feature and how credit card expenses and receipts merge within it. The tool's flexibility for our needs is also great. Many similar tools are set up as self-install, and they offer support, which I really liked.

Cons

The tool for linking credit cards, especially Visa, is unreliable. We couldn't get ours to work, so we had to manually upload our credit card transactions.

Pros

I am very pleased with how easy it is to create and modify expense reports using this system! It's incredibly convenient 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 this expense reporting platform provides.

Cons

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

Pros

There has been a lot of discussion, and unexpected expenses have significantly impacted positive billing at closing.

Cons

Some features could be improved to be more accessible to users of varying levels of understanding.

Pros

My favorite feature is the ease of importing charges and reviewing the Emburse statement directly from Certify.

Cons

There is one vendor we haven't been able to connect with, so I need to manually upload charges. It's easy to do, but automatic downloads would be preferable.

Pros

The product is simple to use, integrates easily with your ERP and credit card vendor, and the mobile app functions well.

Cons

Reporting capabilities are somewhat limited unless you pay extra for the dashboard.

Pros

The overall design and ease of maneuvering make this software highly intuitive.

Cons

I have no specific complaints. The software meets all my needs.

Pros

Uploading receipts and managing GL accounts.

Cons

Cheat sheets, if they exist, are not easily found.

Pros

Bundling air travel with hotel and rental vehicle.

Cons

Sometimes it doesn't show the best flight options.

Pros

Very functional, reasonably priced, and simple to use.

Cons

Occasionally, it's difficult to reach someone for direct support.

Pros

We've been using Certify for over ten years now. Collecting receipts and logging everything is very simple, and the QuickBooks integration is great, although receipts don't carry over.

Cons

Add receipts to the QuickBooks integration.

Pros

The software is simple to use. We have various people using it, and they all manage to figure it out. We are also receiving more receipts than before because it's easy to take a picture and attach it to the expense report.

Cons

We can't restrict departments based on the user, so people can select the wrong information. We review the coding before approving an expense report, which adds extra review time.

Pros

It's relatively intuitive and easy to learn after a few expense reports.

Cons

The customer service and billing team doesn't respond or resolve issues promptly.