Certify ReportExecutive™ brings automatic expense reports to your entire organization, coordinated to its scheduling preferences.
Certify ReportExecutive™ fully automates your expense reporting process, including scheduling, building reports, and friendly email reminder for employees and approving managers.
Specify a company-wide schedule to generate automatic expense reports.
Users receive a friendly reminder that their reports are ready for review.
Employees review reports for accuracy and resolve any policy violations.
With one click, expense reports are submitted to your manager for approval.
With Certify, administrators can set a company-wide schedule that automatically drives compliance for when expense reports must be completed. When the specified day arrives, all expenses and receipts in each user’s Certify Wallet are merged into a new expense report. Each user is then notified by e-mail with instructions to review their open expense reports and submit for approval.
Help your business travelers spend less time managing receipts and expenses and more time focused on important tasks. With Certify Mobile, receipt details are instantly captured using our patent-pending OCR technology, and expense fields are automatically populated to save travelers valuable time.
Without a fully automated system in place, it’s not possible to verify that every receipt matches up with all the expense items on a report. Typically, accountants will conduct a random audit on 30 or 40 percent of receipts. But why waste your time when Certify can do this for you automatically?
Certify redefines that exercise by automatically selecting a set of receipts for review. Those receipts are all electronically linked to specific charges in expense reports. Instead of hunting for receipts or paper files, simply click an item in review.
Receipts are individually linked to each expense item, which employees, managers and accountants review during the submission and approval process.
Certify catches compliance issues early, before they become problems that materialize during an audit.
Accounting controls and tools abound in Certify, streamlining the accounting team’s workflow so they can focus on managing the exceptions to policy.