Could be our bank but it can take a few tries.
Usually it imports credit card transactions automatically but, if we need to import them manually, most times it takes several attempts to bring in credit card transactions. Initial integration was supported by Certify to insure success. Receipts can then be accessed at a later time if necessary. Reasonable price and the ability to upload receipts and it's ability to "read" the receipts and autofill saves time. Customer support is top-notch when a problem does arise. Certify is an easy-to-use solution to these issues and saves our company many hours a month. And if copies were needed to submit with a customer invoice, it would have to be scanned.
Having to collect receipts for a month was a burden for the employees and created quite a task for accounting to review and verify them when matching to the credit card statement. Before using Certify, our 20 company credit card holders submitted monthly expense reports with hard copies of receipts. Our experience with Certify has been great. While it may look as though it should be self-explanatory, there were times when I would just forget. 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! CONSĮven 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. 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. Being able to go back into Certify to find specific times/dates/mileage/etc. 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. 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. The ability to keep track of every mileage reimbursement that I had ever had! PROS
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