Maintain Compliance

Improve Compliance to Corporate Policies
Using a cloud-based expense management solution can not only simplify the process for your finance department, it can actually improve corporate travel and entertainment policy compliance rates.
A full array of accounting and management reports makes it easy to compare expenses in Certify to expenses in our general ledger and corporate credit card system.

CPA, Controller, Aioi Insurance Company of America

Think of this: Laura, the new merchandising manager, returns from her first business trip. Her boss hands over the corporate expense form and the company policy book. The book contains copious detail on the company’s T&E policies: airfare, hotel, cars, meals, tips, taxes, tolls, mileage reimbursement, phone charges, and so on. Have fun with that, Laura! No matter how conscientious Laura may be, she is bound to miss a few details.
Policies are needed to keep T&E spending from flying out of control. In many companies this category already consumes 10% or more of gross revenue. Yet it shouldn't be up to employees to keep it all straight. Policies differ between departments and sometimes the rules aren’t clear to anyone. Accounting staff must navigate multiple layers of policies and management styles when reviewing reports. So, what do you do?
You need a system that can track and enforce your company’s T&E policies.

How Does Certify Manage Your T&E Policies

In Certify, finance can configure your expense and approval rules across multiple departments and job roles in the system.
  • When a user logs in, the system recognizes her title and department and automatically applies the appropriate rules.
  • Certify flags out-of-policy expenses and provides an explanation to the employee.
  • Managers can ask questions about specific expenses, and all comments are saved in the system for auditing and review.
  • There’s no guessing, arguing or looking up policies in the book. What a relief.
Reporting compliance also works in combination with Certify Travel. Let’s say an employee books a hotel room under the approved rate. Good job! When he checks in, the desk clerk offers him a room upgrade, which he gladly accepts. It’s been a long day, after all. On the expense report, however, Certify flags the item as $40 over the approved maximum. Employees learn pretty quickly that it’s hard to sneak around policies.