Emburse Expense Professional (formerly Certify Expense) Erfahrungen

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.

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.

They were willing to work on pricing before we signed up.

Their system is outdated. The software could be good, but it seems they are not willing to update to get there.

They use a 3rd party linking system which will result in you having to manually reconnect your cards to the system weekly, or your reports will not pull in transactions correctly.

The way the users are set up, it makes no sense and has a very hard flow to things. You constantly have to ghost another user to approve expenses billed to a card that is added to your user.

They are not a customer-focused company who is concerned with their product or how their customers are treated and focused more on filling their pockets.

Certify has a great sales team, but that seems to be where the customer service ends and loads of issues begin.

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.

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 .

Certify allows the user to upload receipts and put the date of the purchase, which helps Finance get an accurate picture of your work-related spending. You are emailed a notification once your report is submitted, and also when it's been approved. A great feature is the ability to just email the pictures of your receipts on your phone to one email address, which automatically uploads them for you into your account. From there you can fill out the info related to the spend.

Honestly - Certify is not very intuitive at all. The first time I tried to create an expense report I ended up creating 3 separate reports before noticing that something was off. The platform seems a little buggy, and you can't fix one thing without bulk fixing multiple things. It won't let you move forward unless everything is perfect, and most of the time, it is not clearly communicated what you're missing. You need to upload receipts one by one, but they don't filter into the same report. It's very manual and I dread creating expense reports at the end of any trip because it just takes me forever.

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.

The software is very easy to use. I didn't look at much documentation and was able to figure out how to add expenses and create reports. The user interface flowed and mostly made sense. When I did need help, the Support Team answered my phone call in less than a minute... I'm not used to a Support Team being so helpful, usually you're on hold or are talking to an automated system.

The interface isn't attractive... it is easy and gets the job done though. At the end of the day the ease of use is most important to me.

- how organized the interface is (ability to easily find and go to where I need to go)
- classic, clean, sleek look to the website

- I remembered a few times where I had to click backwards in order to accomplish something moving forward. For example, when I was creating a expense, if I wanted to look at the overview of the expenses, I'd have to click backwards in order to view it, and then go back to the expense report that I had just created. A lot of back and forth that caused much inconvenience.

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.

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.

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.