Procure-to-pay solution to simplify spend management4.7/5 (1071 avaliações)
Certify Purchasing is a procure-to-pay solution designed to aid businesses with making purchasing and spending decisions. The cloud-based tool offers features for digitizing processes including requisition, payments, approvals, budget alignment, invoice processing, and more. Certify Purchasing allows businesses and procurement departments to spend with confidence by connecting them directly with preferred vendors and giving the ability to setup custom approval workflows. Built-in, automated controls adhere seamlessly with the organization’s current regulatory requirements and approval processes in order to drive compliance and ensure that purchases remain within budgets and meet policy requirements.
Certify Purchasing offers a streamlined process to aid users with managing their entire procurement-to-pay cycle. Requisitions can be managed and sent online, within the system, and requisition approvals are automatically routed to the relevant approvers. Electronic purchase orders can then be sent to vendors for fulfillment, line items can be matched, invoices are processed, and payments can be processed through integration with existing ERP systems. Businesses are able to utilize Certify Purchasing’s real-time data and reporting features to analyze spending against budgets, track payments, view balance sheets, and more.
As the administrator I think it's a fantastic program for cost savings in comparison to some other popular expense systems. Users struggle with adapting to this software compared to Concur. The interface is completely different for how reports are created and receipts are uploaded. I like that they are constantly making improvements based on user and administrator feedback (I was informed that the more requests they get for something, the higher that project gets bumped up on their development list).
I like that there are several option to make it custom to our company (ability to make it work how we need it to). There is a vast learning library available and reporting is visually appealing and easy to find what I need to run as the administrator. The Certify tech support team is responsive and always rolling out new improvements based on feedback, we have already seen several positive changes in the last 4 months since switching to this for expenses and travel.
User feedback has been that it's not user-friendly, there are several aspects of the software that aren't intuitive and users struggle with learning this system after switching from Concur's interface.
As the administrator it's difficult to create specific rules to kick-out certain expense categories for audit. We had to create a work-around by making a secondary account for myself to manually review those exceptions which is pretty odd and causes for a lot of double-work, as those approved by the secondary account come back to me as administrator to approve a second time.
Our team experienced an immediate affinity for Certify as an application which we are using along side our current CRM
in order to organize , track , and to monitor travel compliant policy alterations for our yearly , very busy travel schedule.
Certify as such has become a concrete asset as we save on needless and potentially expensive travel costs.
We found that Certify readily integrates inside of our current Control Management Software quite efficiently and easily.
Certify's own management team help sire us through this process which ultimately reduced our dependency on IT
support which can be costly. Certify offers easy to use tools that allow our employees and resource allocation
to create fine tuned reports designed to address monetary waste as well to increase cost efficiency. As advised by Certify's team,
we are paying particular attention to travel mileage as well as incurred airfare. AP report generation is also available for our
accounting in order to focus on reimbursable costs for each department or by employee.
We did notice occasional operational instability in the form of minor bugs with this program as well as the necessary synchronization
that must be initialized by each employee per server , however overall these inconveniences were mitigated through
intervention from Certify's capable client service department. They suggested quite effective work around solutions
to keep our report flow steady and current.
Some of the initial set up takes a little bit of time because if it is done wrong the errors will compound with time. Initial set up is key.
The software is easy to use, both for the back office and for the people out in the field. The processing of expense reports and the integration into out Quickbooks is much quicker than doing it all by hand.
We had some errors in the beginning of our use with Certify, in that the software would not allow us the ability to process credit card payments for some of our "Current Assets". I find this strange that nowadays with the use of credit cards for so much of purchasing in the world, that there would be a category of expenses that the software would not recognize. Certify was very helpful in tracking down this issue and explaining it to us.
The business problem I am solving with using Certify is keeping all of the expense reimbursements organized. With the organization I currently work with, there are a lot of sales people who do a great deal of traveling that they get reimbursed for. It was difficult in the past to manually look at each receipt and total the amounts. With the system, it helps to streamline the process.
I like that Certify sends me individual emails for each employee that has submitted an expense reimbursement. It also provides reminders if an expense has been submitted but not approved yet. This helps to keep everything organized and ensure nothing gets missed. With the system, Certify allows the approver to click into each expense and view the receipt. It is easy to approve and if you need to write a note to the employee you can do so within the system. For example, if an employee forgets to submit a receipt, I just write a note to them within the system to please upload the receipt. I then get an email when the employee responds.
I have had an issue in the past where the employees would not receive emails when I write a note to them in the system. They would have to log into Certify. This issue has since seemed to have been fixed. Other than that the system is easy to use.
With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.
This is a very intuitive easy to use software but the biggest Pro to this is their customer service. i can't say enough about their service especially on the travel side. Any problem we have ever had in the travel side was immediately taken care of. Very personable. As a user who does travel for the team almost weekly it is such a timer saver to have a service that keeps every ones information on file and provide you with every travel option on one screen. Booking travel is a breeze with certify and the reporting comes directly into the system without having to capture those travel receipts for air, hotel or rental cars.
Occasionally when you upload receipts it puts the receipt in as a separate entry. I have not figured out what I do to make that happen but it seems to do it most if I don't autofill my receipts. It's not a big issue but more of an annoyance when it happens. That said, its a great product.
Contact Certify for pricing information.
Abaixo estão algumas perguntas frequentes sobre o Certify Purchasing.
O Certify Purchasing oferece os seguintes planos de pagamento:
Modelo de preços: Assinatura
Teste Grátis: Não disponível
Contact Certify for pricing information.
O Certify Purchasing oferece os seguintes recursos:
Os clientes habituais do Certify Purchasing são:
Grandes empresas, Empresas de médio porte, Pequenas empresas
O Certify Purchasing está nos seguintes idiomas:
O Certify Purchasing tem os seguintes planos de preços:
Não temos informações sobre os dispositivos compatíveis com o Certify Purchasing.
O Certify Purchasing se integra com os seguintes aplicativos:
Certify Travel & Expense
O Certify Purchasing oferece as seguintes opções de suporte:
Base de conhecimento, Suporte por telefone, Tutoriais em vídeo