New Reporting Enhancements Make Visibility and Accountability Easy

New Reporting Enhancements Make Visibility and Accountability Easy

The reporting and analytics functionality found in many automated expense management systems is often a key factor in technology adoption. In fact, 31% of businesses surveyed in the Certify 2017 Expense Management Trends and Annual T&E Outlook report cite poor visibility into spending as a top pressure driving a switch primarily from manual, paper-based systems. After all, you can't measure what you can't see, and paper-based systems are about as transparent as a concrete block.

So, because reporting continues to be such an important tool for our customers and companies everywhere, Certify is always thinking about new and innovative ways we can deepen the level of insight generated from our system. The team has been hard at work and we're excited to share some of our latest advancements with you now:

Print Enterprise Dashboard as PDF
Rich with dynamic data views and graphs, the Certify Enterprise Dashboard is a fantastic resource for accountants, administrators and company executives alike. We've made a good thing even better by adding PDF capabilities for easier export and printing of your valuable reports. Just click the link to view your data as a PDF, then save, print and share your work as needed.

New Reporting Enhancements Make Visibility and Accountability Easy

Processed date column added to My Expense Reports
Understanding your organization's process and processing times for expense reimbursement are critical measures of overall performance. That's why we added a processed date column to make it easy to see turnaround times from the date a report is processed to when payment is pending. Of course, employees always want to know when they can expect reimbursement, too, so this new enhancement can also offer a little peace of mind while reducing the need for additional internal communications.

New Reporting Enhancements Make Visibility and Accountability Easy

Expense Policy Review report enhancements
Enforcing compliance with company travel and expense policy can be one of the more complex challenges facing company administrators. To help simplify the process, we've added two new columns, Expense Amount Over Policy and Expense Max Amount. Respectively, these two report views provide a quick look at the maximum amount allowed on the expense category and how much the expense is over the maximum amount.

New Reporting Enhancements Make Visibility and Accountability Easy

Print Report Updates
For records keeping and other requirements, sometimes it's good to be able to print a detailed history of expense activity in Certify. So, we've made it easier to do just that. From the homepage, locate the report you need in drafts or archive under My Expense Reports. If the expense report is currently located in your archive folder, the print report option is below the summary section. For drafts, the print report option is below the submit for approval link. 

New Reporting Enhancements Make Visibility and Accountability Easy

Best yet? These great new reporting enhancements are available and ready to use right now, and current Certify customers can always learn more on our support website. Not yet a customer? Contact us today to find out all the ways Certify makes travel and expense easy.