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What is Certify? |
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Certify is an online expense management solution for small to midsize companies and individual users. Certify features no software to buy or maintain, no servers to manage, and requires only an internet connection.
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Can I try Certify before buying it? |
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Yes you can! Just follow this link for our 30 day
free no obligation trial. |
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Do I need any special hardware or devices to run Certify?
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All you ever need to run Certify is a current web browser such as Internet 5.5 and higher, Firefox 2.0 and higher or recent versions of Mozilla. Certify will also work on many cell phone web browsers.
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How do I install Certify?
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- There really is no “install” of software needed to use Certify. After you sign up for your free test drive or purchase the application our Certify Smart Wizards will get you up and running in no time.
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What pricing options do you have for Certify?
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There is a wide range of pricing options available. Corporate users can select from the standard plans or establish a few Personal Plans to get started. For a quick comparison of Certify Corporate plans vs. Certify Personal review our comparison page.
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What is the Certify Wallet and how does it help me?
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Your Certify Wallet is a central repository for all captured receipts entered into Certify. Your Certify Wallet acts much the same as a real wallet, without the possibility of losing receipts or having them stolen!
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If I start with just a few users and need to add more can this be done?
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Yes. There is a wizard-driven pathway to add more users to a corporate account or step up from a trial account to a paid version.
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What security features does Certify have?
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Certify utilizes state of the art internet security features to protect your information. Certify security includes SSL, multifactor authentication, password complexity, alternative security questions, account lock out features, Internet browser fingerprinting, and out-of-band password reset options. We are committed to providing our clients with a secure and scalable platform. Your IT team will be impressed with our Internet security features.
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Can I send expense reports to my company from Certify?
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Certify makes it easy to submit (and get rapid approval) of your Certify generated expense reports! You can even tack the approval process status within Certify. Certify Personal users can send their expense reports to any e-mail address and have them approved by non-system users free of charge.
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Are there reporting and export features available in Certify?
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All versions of Certify feature expense detail and accounts payable reporting. Certify also allows you to export your expense report in multiple views and formats including Microsoft Excel and PDF formats.
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Is there any support available for Certify?
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The Certify Support Portal offers easy to use on-line Video Tutorials, Knowledge Base, and User Forums. You can submit issues, suggestions and feature requests anytime; and if you need personal assistance the highly trained staff at Certify Support is just an e-mail or phone call away.
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What other ways does Certify have of helping me to capture expenses?
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You can capture expenses with Certify in the following ways:
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-Mobile Device: Use your cell phone camera to capture receipts as they happen!
-Live Desktop: Use devices attached to your computer such as scanners and web cameras to capture receipts and import them directly to Certify.
-Email: Forward on-line receipts and images directly to Certify.
-SMS Text Message: Capture expenses on the fly and take notes with SMS.
-Upload: Scan and upload images directly from your computer directly into Certify.
-Fax: Fax receipts into Certify quickly and easily.
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Does Certify work with foreign currencies?
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Certify currently has 132 currency options available and will take care of currency conversions for you. Conversions are even based on the actual day the expense was incurred. Certify even updates the United States Federal rates as the change overtime automatically. You can also specify multiple reimbursement rates in varying currencies and create custom rates as needed.
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Can I enforce my company travel and expense policies with Certify?
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Certify will enforce your company travel and expense policies within the application as they are happening.
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Can I post my Company Travel and Reimbursement policy in Certify?
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Certify has an area to post and maintain your company travel and expense policies. Your policy (and updates to it) is readily available on-line to all users of Certify.
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If my computer crashes is my Certify data lost?
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Certify is an internet based tool and all your data is securely stored on our servers. If your computer crashes or is rebuilt simply open a web browser and login to your Certify account. All your data will be there waiting for you.
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Can I suggest enhancements to Certify?
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Please do! Simply use this link to contact the Certify Support Team. We love
to hear from our valued customers and review their feedback constantly.
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I really like Certify and would like to have others in my organization use it.
What can I do?
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We would be more than happy to discuss options to demonstrate Certify! Please
send a request to our Support Team and we will get in touch with you shortly.
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