Expense Management
Introducing Even Easier Setup and Onboarding for New Certify Users

Introducing Even Easier Setup and Onboarding for New Certify Users

Much of the success of any new software investment can be measured in terms of user adoption. Metrics like how many employees are active in a system and how quickly users become fluent in the new process are key performance indicators. After all, if users aren't taking to the new software or seem to be taking an inordinate amount of time to get there, it may be an indication that your stakeholders need more encouragement and guidance to help your company realize all the intended benefits. Of course, Certify is all about making expense management easy. So, one of the many ways we help you make the most of your investment in travel and entertainment expense automation is by making it easy for employees and new users to get up and running in the system. With our brand-new, new user setup wizard, getting started with Certify is faster and more intuitive than ever before. From the welcome email to the final screen, clear and concise prompts guide unfamiliar users through the ini...
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Recent Articles

Business travelers and accountants rate Certify highest for satisfaction and best usability in two new reports from G2 Crowd
It's a scary proposition, recommending an expense reporting software vendor to solve your company's needs. What if important stakeholders don't agree with you? What if the solution doesn't deliver on the benefits you were promised? Or, what if the product you're recommending actually makes the probl...
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New Webinar from Certify and AP&P2P Helps to Solve your Toughest T&E Expense Management Challenges
For some business processes, the “set and forget” method works just fine. But managing the company T&E budget isn’t one of them. Whether it’s office supplies or international business travel, employee initiated spending can be a notoriously difficult-to-manage area of the company budget. And consi...
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API: The New Age Communication
Today’s business software world is no stranger to the API, otherwise known as application program interface. Because with so many concurrent programs running on multiple different platforms, companies need to efficiently and effectively maintain a method of communication between various software sys...
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Holland Gets Back on Track with a New T&E System
As one of the leading rail solution engineers in the country, Holland’s main focus was elsewhere from managing expense reports. But with nearly 400 of the company’s more than 600 employees spending a majority of their time on the road, the company was in need of an expense management solution that w...
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AP Automation: Assumption vs. Reality
As many companies are still laboring under the assumption that accounts payable automation just isn’t for them, it might be time to take a closer look into the true benefits of a cloud-based AP system. A recent whitepaper entitled 5 Ways to Increase Performance and Improve Processes in Accounts Paya...
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2017 Is Here. Do You Know Where Your Invoices Are?
2017 is here, and it’s asking for a change. It’s time for you to abandon the maddening process of manual accounts payable invoice management and turn your attention to cloud-based AP. Aberdeen Group’s Reap the Benefits of Invoice Excellence with AP Automation helps to identify the benefits of automa...
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How to Globalize Your T&E Policy
With an increasing number of communication outlets allowing for the global expansion of companies around the world, it’s no wonder why there is such a pressing importance on international policies. Sure, we all know by now how important a T&E policy is for a company, the benefits being innumerable. ...
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Steps for Staying Ahead of Expense Reporting in the New Year
With the year coming to a close, it's important to focus on the things that really matter; spending time with loved ones, celebrating holidays and eating a lot of treats. So expense reports should be the last thing on your mind, right? Well unfortunately, with the end of the year comes the time to r...
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ROI With Automated Accounts Payable
Like with every automated process, the benefits are innumerable. And automated accounts payable processes prove no different. By now, if you're a dedicated reader of the Certify blog, you should know that when a company introduces AP automation, not only can they can save money in a multitude of way...
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Expense Reporting: A Key Pain-Point for Finance Managers
It's time to give credit where credit is due. For decades, finance managers have been the key backbone to the expense reporting process. And sure, it's worked great. But now, with the advances in technology and software today, the once tedious job of the finance manager can be streamlined and made m...
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