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Key Features
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Receipt Management
Certify allows you to load receipts using many different ways. Pick the methods that work best for your work-style.
Certify Wallet Mobile Application - Use the mobile application on iPhone, BlackBerry, Android and Windows Mobile.
Camera Phone - Use any camera phone to capture receipts and e-mail them to Certify.
Live Desktop - Directly accesses your PC webcam or scanner to capture receipts.
Certify Receipt Scanner - Use the Certify Receipt Scanner to scan receipts more easily than with other devices.
E-mail - Forward on-line receipts and images directly to your Certify Wallet.
SMS Text Message - Capture expenses on the fly using SMS.
Upload - Scan and upload images directly from your machine to your Certify Wallet.
Fax - Fax receipts into Certify quickly and easily.
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Credit Card Integration
Import credit card transactions from any on-line statement while keeping your credit card credentials completely to yourself! Using the Certify Expense Import add-on for Firefox or Internet Explorer, you can import expense data to your Certify Wallet with ease. Accountants can send expenses to each user's Certify Wallet too!
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Currency Conversion
Integrated, real-time conversion with over 130 currencies. Certify automatically converts expenses for global travelers based on the precise date of each expense, allowing for interbank fees too!
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Custom Expense Categories
Certify provides an extensive set of expense categories that covers most typical areas. Create custom expense categories that fit your needs. Add user and transaction level General Ledger dimensions to map expense categories to your accounting systems.
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Approval Workflow
Certify simplifies expense report management with a clear and concise user interface. Submitting expense reports with Certify enables you to manage and monitor the complete approval workflow. Roles include employee, manager, executive, and accountant. Delegate User functionality allows users to specify alternate expense report approvers and submitters.
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Reporting Tools
Clearly see who is spending what, and how it impacts overall T&E spend. Track expenses by category, by employee or by date along with a host of other options.
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Expense Analytics
Certify allows you to review and analyze your expenses in great detail. You can track average costs for hotels and airfare, calculate average expense amounts per employee, and report your total expenses by month or quarter. You can even identify chronic offenders of your corporate travel policy, all within Certify.
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Policy Enforcement
Certify allows you to communicate your corporate expense policy, integrating your policy with the approval workflow. Any items in excess of the company policy are automatically flagged for employee and approvers to see.
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Integration
Certify allows you to export expense report data which can be imported directly into your Payroll, Accounts Payable and General Ledger systems. Download data in Excel, CSV, and PDF formats. Rich integration with Intuit QuickBooks makes the process simple and quick.
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Secure
Certify utilizes cutting edge Internet security features to protect your information. Certify security includes SSL, multifactor authentication, password complexity, security questions, account lock-out features, Internet browser fingerprinting, and out-of-band password reset options. We are committed to providing our clients with a secure and scalable platform. Your IT team will be impressed with Certify's security features.
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