Certify Purchasing is a procure-to-pay solution designed to aid businesses with making purchasing and spending decisions. The cloud-based tool offers features for digitizing processes including requisition, payments, approvals, budget alignment, invoice processing, and more. Certify Purchasing allows businesses and procurement departments to spend with confidence by connecting them directly with preferred vendors and giving the ability to setup custom approval workflows. Built-in, automated controls adhere seamlessly with the organization’s current regulatory requirements and approval processes in order to drive compliance and ensure that purchases remain within budgets and meet policy requirements.
Certify Purchasing offers a streamlined process to aid users with managing their entire procurement-to-pay cycle. Requisitions can be managed and sent online, within the system, and requisition approvals are automatically routed to the relevant approvers. Electronic purchase orders can then be sent to vendors for fulfillment, line items can be matched, invoices are processed, and payments can be processed through integration with existing ERP systems. Businesses are able to utilize Certify Purchasing’s real-time data and reporting features to analyze spending against budgets, track payments, view balance sheets, and more.
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.
Some of the initial set up takes a little bit of time because if it is done wrong the errors will compound with time. Initial set up is key.
The software is easy to use, both for the back office and for the people out in the field. The processing of expense reports and the integration into out Quickbooks is much quicker than doing it all by hand.
We had some errors in the beginning of our use with Certify, in that the software would not allow us the ability to process credit card payments for some of our "Current Assets". I find this strange that nowadays with the use of credit cards for so much of purchasing in the world, that there would be a category of expenses that the software would not recognize. Certify was very helpful in tracking down this issue and explaining it to us.
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.
Entry is very easy with the mobile app. I use this in the field. It is so much more convenient than doing expense reports longhand and having to fax in. Data entry is very fast. Sending in for review and processing is seamless. The few times I needed directions I was able to get accurate help from customer service immediately. They are professional, knowledgeable, and supportive.
The app has minimal instructions for correcting entry errors after the expense report has been generated. Customer service redeemed this issue by being very knowledgeable and helpful. The available tutorials also only cover general field usage with no help for doing fixes. Also, photos of receipts do not always accurately fill the expense field and do need to be reviewed before saving in order to correct blank or incorrect fields.
When I worked for a company that already had the software up and running and had time to work out the implementation bugs, it worked great. If you can try to include yourself in any focus groups or test cases during testing, so you can make sure that your regular expenses will be able to be entered.
As far as travel and expense software go, Certify is very easy to use. The first time onscreen prompts help you figure out how to enter expenses for reimbursements. I've used other mobile expense software, and I would have to say that Certify has the friendliest interface, and it is difficult to get wrong. The menus and layout make it easy to find current submissions, past reimbursements, and to update your profile.
I have worked at a company where we switched from one T&E software to Certify, and the experience was terrible. While the interface was great, there were too many steps required in order to enter an expenses. I would also have trouble when I tried to split an expense for a single charge, and had to contact my accounting department as well as Certify Support. It was determined that certain steps were overlooked when the initial implementation of the software was done, so it took an extra 2-weeks, before I could correct my error. Unfortunately for me, this pushed me into the window where the Credit Card I used got charged the interest for that month. I was of course paid back, but it was a hassle none the less.
Contact Certify for pricing information.
Below are some frequently asked questions for Certify Purchasing.
Certify Purchasing offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Contact Certify for pricing information.
Certify Purchasing offers the following features:
Certify Purchasing has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Certify Purchasing supports the following languages:
Certify Purchasing has the following pricing plans:
We do not have any information about what devices Certify Purchasing supports
Certify Purchasing integrates with the following applications:
Certify Purchasing offers the following support options:
Knowledge Base, Phone Support, Video Tutorials