Certify Invoicing Software Reviews

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.

Pros

As an administrator, adding and disabling users is simple.

Cons

I believe the interface could benefit from a modern update.

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.

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.

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.

Pros

Integrating with QuickBooks has greatly assisted in financial tasks.

Cons

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

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.

Pros

We like the automated workflow and the visibility it provides.

Cons

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

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.

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.

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.

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.

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.

Pros

Managing data and maintaining storage balance is simple.

Cons

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

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.

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.

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.

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.

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.

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.