Who Uses This Software?

Organizations of all sizes rely on Certify Purchasing to deliver best-in-class travel and expense management solutions with award-winning customer support and user experience.

Average Ratings

1,108 reviews
  • Overall 4.7/5
  • Ease of Use 4.6/5
  • Customer Service 4.7/5
  • Features 4.6/5
  • Value for Money 4.6/5

Product Details

  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
  • Training Webinars
    Documentation
  • Support Business Hours

Vendor Details

  • Certify
  • http://www.certify.com/
  • Founded 2008

About Certify Purchasing

Certify Purchasing innovates the AP and finance functions with digital requisitioning, purchase orders, receiving, invoice management, vendor payment, and budget management workflows. Built-in controls adhere seamlessly to your organizations regulatory requirements and approvals processes to drive compliance and keep purchases within budget and policy.

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Certify Purchasing Features

  • 1099 Preparation
  • Aging Tracking
  • Approval Process Control
  • Cash Management
  • Check Writing
  • Data Extraction
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Fraud Detection
  • Invoice Processing
  • PO Reconciliation
  • Recurring Payments
  • Vendor Management
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customisable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • Catalogue Management
  • Contract Management
  • Fixed Asset Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Receiving/Putaway Management
  • Requisition Management
  • Sourcing Management
  • Spend Management
  • Supplier Management
  • Compliance Management
  • Contract Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Requisition Management
  • Sourcing Management
  • Spend Management
  • Supplier Management

Certify Purchasing Most Helpful Reviews

This software is like an "EASY" button for life!

Reviewed on 10/07/2018
Heather D.
Claims Specialist
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The ability to keep track of every mileage reimbursement that I had ever had!

Pros: When traveling as much as I used to for work, Certify gave me the ability to not only keep track of where I went, but the notes feature allowed me to keep track of why I was going there.
I actually had an error occur at work which caused me to have to go back 3 YEARS and give the accounting department a list of every time I drove to headquarters. Being able to go back into Certify to find specific times/dates/mileage/etc. helped me prove that I was actually owed a few hundred dollars! It was no fault of my company or myself, just one of those oversights that could have been missed by anyone. But had I not had Certify and it's ability to keep track of EVERYTHING, I never would have been able to prove the error had occurred!

Cons: Even though I used the app on my phone for years, I still found myself getting confused when it came to determining whether I needed to create an "expense" or a "receipt" - I think there should/could be an easier way to label these two options so that it identifies more with what each one actually means. While it may look as though it should be self-explanatory, there were times when I would just forget.

Best for vivid traveller

Reviewed on 26/12/2019
Vaibhav M.
Traveller
Transportation/Trucking/Railroad, Self Employed
Used the Software for: Free Trial
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Managing money while travelling had never been so easy and manageable before this guy. Right from $1 to no limit, am able to manage it all with mere couple of clicks.

Pros: We travel a lot as family. We stop at multiple points, shop at multiple points and spend at multiple points. Travelling expenses and keeping track of them were becoming a huge concerns where we traveled for more than 5 weeks in a row. We had to had a tool which could help us with that. We use the mobile platform for the software to track the expenses. A simple pic of the receipt of material, tag it with location, add a small description and boom...you are all set for next stop.I like where we were able to tag the receipt with quick note

Cons: Some time the geo tagging of the picture that comes when you update a receipt is off by some meters. Like if you go on a strip mall and you go to multiple shops it becomes difficult to bifurcate the pics. May be I am learning the software and the software already has it. But apart of this perfect travel buddy

A different type of expense system

Reviewed on 15/10/2019
Anna V.
Corporate Card Administrator
Transportation/Trucking/Railroad, 10,001+ Employees
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
3/5
Ease of Use
3/5
Features & Functionality
3/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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).

Pros: 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.

Cons: 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.

Could be good, but isnt

Reviewed on 16/03/2017
Randy P.
Reviewer Source 
1/5
Overall
1/5
Ease of Use
1/5
Features & Functionality
3/5
Customer Support
1/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Im going to make this kind of short.... I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it. Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me). The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap. The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol. 1) Check expense(s) in wallet
2) Click Add to report,
3) Chose whether you want a new or existing report.
4) Confirm that you want to do that.
5) Wait for the expenses to load(which can take a while if you have a lot)
6) click edit
7) Edit the expense, click save (I'll give them this one)
8) Click the icon to open a menu
9) Click Send to wallet.
So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple. So why do I have to leave the wallet to edit an expense? Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses? I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.

Pros: App is good to use

Cons: They dont know their system entirely. they will sell you something just to sell you.
Their salesmen dont know the ins and outs.

Great For Traveling or Expenses

Reviewed on 12/12/2019
Verified Reviewer
Client Onboarding Coordinator
Marketing & Advertising, 201-500 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: It has been very positive. I will continue to recommend fellow business owners to use it for their employees. It saves time and you do not have to keep a paper trail it is all done in the software.

Pros: I really enjoy this software, I travel with my job and I am able to log how many miles I drive and then I am able to use the software and send my mileage over to my management and then they are able to reimburse me. It is a very easy program to use and I would recommend this to any business owners.

Cons: I have not found anything that I do not like about this software. I think it is simple and easy to use and I will continue to use it.

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