![]() When they get home, they spend hours or days converting their spreadsheet to Certify. On those trips, most employees keep a separate Excel spreadsheet or handwritten diary of day-to-day expenses until they get home. Sometimes, travel to locations, such as foreign worksites, where there is slow or intermittent access to the internet sometimes results in difficulty syncing expenses and receipts. The visual appearance and arrangement of the web page are sufficient and clean. Beware.Ĭertify works and might save time for Accounting, but not necessarily for the employee or. But they do not standby those promises, and you should not trust that their sales people have any idea what the software can actually do or not do. But the bottom line is that their service does not support small business credit card feeds, has never been able to do so, and they have no plan in place to attempt to do so.īottom line: Certify will tell you whatever you want to hear until they take your money. I spent an additional 4 weeks attempting to help them trouble-shoot the known issue. ![]() ![]() It was not until over a month into the process that our implementation specialist indicated that the credit card aggregator was unable to separate the charges according to authorized user.and that this was a KNOWN ISSUE for credit cards of our type. I dedicated many hours to the implementation process, including introducing our entire team to the website and mobile app. I was never given any indication throughout the sales process that there was even a possibility that the credit card data couldn't be pulled in, and proceeded with our contract an implementation accordingly. I stated several times that the credit card sync was THE critical factor in our evaluation of expense tracking software, and explained the structure of of our credit card login with authorized users. Know before you buy - DOES NOT INTEGRATE WITH SMALL BUSINESS CREDIT CARDSĪfter several phone calls with the Certify sales team, I was assured that the corporate credit card sync would work for our business.
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