Certify Invoicing Software Reviews

“LTC CLIENT BILLING

Pros

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

Cons

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

“Love it!

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.

“I like this product.

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.

“spent management

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.

“More efficient expense management

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.

“Expense Management

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.

“The ultimate solution to simplify and streamline expense and travel management

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.

“Emburse Certify Expense Review

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.

“Good software

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.

“Emburse Certify Expense: Streamline Your Expense Reporting Process.

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.

“Expense management/control.

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.

“Big Time Saver!

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.

“Certify

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.

“My Thoughts on using Emburse Certify Expense

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.

“Tank construction expense management

Pros

Uploading receipts and managing GL accounts.

Cons

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

“Expenses

Pros

Bundling air travel with hotel and rental vehicle.

Cons

Sometimes it doesn't show the best flight options.

“Just My Review

Pros

Very functional, reasonably priced, and simple to use.

Cons

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

“Solved all of our problems with expense reporting and accounting

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.

“Certify expense report usage

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.

“Budget friendly expense management option

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.

“Emburse/Certify review

Pros

I like the convenience of the Mobile App and the capability to upload receipts instantly.

Cons

Integrating our Company's Capital One credit card has been quite challenging. We have to manually upload credit card expenses, and it's unclear whether this issue stems from Capital One, Emburse, or a combination of both.

“Certify admin

Pros

As an administrator, adding and disabling users is simple.

Cons

I believe the interface could benefit from a modern update.

“Union College review

Pros

The Certify app impresses me with its features, such as instant receipt capture. The online platform adeptly handles our numerous department account numbers and categories. It also facilitates charging to different departments beyond the default one.

Cons

Initially, implementing Certify posed challenges because our bank uses a third-party for credit card processing, and Certify also relies on another third-party for charges. These systems didn't sync well initially. Fortunately, our Certify representative was instrumental in setting up monthly manual uploads, which now work smoothly.

“Making changes

Pros

Certify has streamlined our staff's travel expense submissions. Going paperless ensures timely receipt of claims and prompt processing of expenses. Email notifications are particularly helpful for both employees and management.

Cons

We primarily use Emburse for our itinerant staff who travel between schools daily. Our policy deducts the daily commute. We'd prefer to deduct the daily commute from each leg of their daily travels, not just once. Currently, the system deducts the home commute only when they travel from or to home. For instance, if an employee's daily commute is 20 miles roundtrip and they travel 30 miles, we reimburse them for 10 miles. If they end their travel at a school closer to home, their home commute isn't deducted if it's less than their commuted miles.

“Certify Review

Pros

The software is intuitive. It's easy to navigate from receipt to completing an expense report. The integration with credit cards is also beneficial.

Cons

Loading to our ERP remains a manual process.

“Best for accounting

Pros

Integrating with QuickBooks has greatly assisted in financial tasks.

Cons

There's limited flexibility in managing attendee lists for meals.

“Functional and Economical Certify

Pros

The reasonable pricing and the ability to upload receipts, with automatic reading and autofill features, save considerable time. Receipts can be accessed later if needed, and Certify's initial integration support ensured successful implementation.

Cons

Although credit card transactions usually import automatically, manual imports often require several attempts. This could be related to our bank, but it's not a major issue.

“Recommend

Pros

We like the automated workflow and the visibility it provides.

Cons

We'd like an updated sync feature that better suits our requirements.

“Simplify your expense reporting now!

Pros

Emburse has simplified expense reporting for our company. From entering receipts and expenses into the system to seamless approval and processing, our employees like its ease and efficiency in ensuring prompt payments.

Cons

There was a hiccup with the ACH payment function in May 2022, causing delays in our employees' payments. As a result, we've opted to manage reimbursements through our bank instead. Emburse facilitated this transition smoothly with their manual payment function in the process reimbursements section.

“Expenses

Pros

It's simple to use and train employees on, making expense tracking efficient.

Cons

Sometimes finding specific items in reports can be challenging due to lengthy descriptions. Summarized bullet points could enhance usability across different generations.

“Cost-Effective Expense Management Tool

Pros

Over the past few months, using Emburse Certify Expense has been highly satisfying. It's a comprehensive tool for managing expenses, tracking spending, setting budgets, and receiving detailed reports. The user interface is intuitive and simple, and the pricing is competitive among similar tools. I'm very pleased with the service and recommend it to anyone seeking a reliable and cost-effective expense management solution.

Cons

The only drawback to Emburse Certify Expense is the lack of a mobile app. It would be more convenient to access the service from a mobile device. Apart from this, I haven't encountered any issues with the service, and it has been excellent.

“Emburse Certify Expense is a game changer!

Pros

Emburse Certify Expense offers numerous outstanding features. One of my favorites is the Mobile Upload option! No need to worry about keeping receipts or fading prints. Just snap a photo, upload it, and you're done! It's highly organized and saves a significant amount of time! There are many other functions that contribute to making this software indispensable for companies with more than 60 employees.

Cons

Converting currencies can be somewhat confusing with this software.

“Certify review

Pros

Certify software is remarkably user-friendly. My expense reports are meticulously organized, allowing easy tracking for future reference. Submitting expenses is effortless, whether using the mobile app or the online platform.

Cons

I haven't encountered any drawbacks so far, despite using this software for a long time. It speaks volumes about its ease of use.

“Product Analysis

Pros

Managing data and maintaining storage balance is simple.

Cons

Data management is effective but understanding the segmentation can be complex.

“Great for tracking expenses

Pros

What stands out about Emburse is its effectiveness in tracking and organizing employee expenses, making it an excellent tool for auditing purposes.

Cons

What I find least appealing about Emburse is its inability to integrate with other applications our team uses.

“Certify yay!

Pros

Tracking employees' expense reports for reimbursement is simple and efficient.

Cons

Entering all the data can be somewhat time-consuming, which is my least favorite aspect of the software.

“Certify is an ok program

Pros

Certify serves its purpose adequately. I can upload receipts and process them efficiently.

Cons

Making changes to coding often causes the program to lag significantly.

“Content user and hoping for improvements

Pros

Firstly, it integrates seamlessly with our American Business Gold Card. Secondly, its intuitive interface makes it easy to use.

Cons

While I'm generally pleased with the expense software, it's frustrating when the credit card link breaks. However, I understand they are working towards a direct link solution soon, as they are currently using a third-party provider.

“Sometimes a little tricky to use, but awesome integration with other software

Pros

I like how Emburse integrates seamlessly with various software platforms, automatically importing receipts and expenditure. For example, syncing with my Uber Business account ensures receipts are imported effortlessly for expense reporting. I also find it convenient to email receipts or snap photos with the app for instant expense creation.

Cons

Sometimes, filling out expenses can be tricky due to numerous rules. If not entered correctly, the expense isn't accepted.

“Easy to use

Pros

Its ease of use makes it accessible to users of all tech levels.

Cons

The layout on the mobile app can be confusing because it differs from the desktop version.

“Easy for Users and Cost Effective

Pros

Accessible via both mobile app and web browser, it's simple to train users to navigate effectively.

Cons

Integration configuration with other systems is lacking.

“Easy to use Expense Management

Pros

The software's simplicity surprised me. With minimal documentation, I quickly mastered adding expenses and generating reports. The user interface is logical and intuitive. Moreover, when assistance was needed, the Support Team responded promptly something I'm not accustomed to with support services.

Cons

The interface isn't visually appealing, but it's simple and gets the job done. Ease of use is paramount to me at the end of the day.

“Certify is very easy to use!

Pros

I like the flexibility with receipts whether capturing a photo or uploading directly to sync. It's also effortless to forward receipts via email.

Cons

Setting up can be complex, requiring meticulous access controls. Sometimes, minor details are overlooked, frustrating employees who lack access or face obstacles. Credit card syncing issues, particularly with Netsuite, are significant drawbacks for our accounting department.

“Poor Implementation and Given Incorrect Information on Functionality

Pros

The app's ability to self-match receipts and manage corporate cards and expense reports in one centralized location fulfills the exact needs of our company.

Cons

During sales and implementation, we were assured that the system would work with our current bank cards. Unfortunately, after over three months, poor communication from the implementation team revealed that our cards wouldn't integrate, leading to disappointment.

“Review

Pros

Expense reporting is so easy with this tool. It’s easy to add receipts and determine whether it is billable or non-billable which makes it easy for our accountant. They do have a blog on their website that shows all their new features that they’ve added to the tool, and how it works. It is quite great of a tool.

Cons

It has a few buttons and clicks that one has to make just to get through and submit the expense report, but I do think that this way we get a change to double check our work.

“Need a slight improvement

Pros

I am not someone who manages expenses or might certify, I am just a normal user. Although, I do appreciate this application as things are easily imported into my wallet, and the notifications coming in always keeps me informed about everything. I like its ability to scan receipts and upload them, especially when I am travelling. It is a great help.

Cons

They need to improve the distinction between a charge and a receipt as it confuses me, and then I end up adding the receipt into my wallet which cannot be undone, and I have to start all over again with it.

“Review

Pros

Certify can directly be integrated with Great Plains accounting software, and this made it so easy for us, and all the data was synchronized. This integration made it a lot more efficient.

Cons

We had to switch to NetSuite accounting software for some reasons and Certify did not have a way to directly integrate with it, which is why we had to stop using it.

“Manageable work

Pros

It is easy to manage all our expenses in one place. It has accuracy and speed overall in the system. It is easy to integrate it with our CRM, so employee tracking is easy as well. It is easy to export the expense reports and file it. We’ve been using this system for the last 2 years and we’re pretty much satisfied with it.

Cons

There are times when bugs occur related to the updates and all, but once talked with the team, it gets resolved.

“Simple

Pros

This product is simple and easy to use, once you get the hang of it. I upload documents for reimbursements for my accounting team, it is simple and easy to operate and quickly sends out whatever I needed.

Cons

None.