Streamline Insights Into T and E Spend

Whether you’re a traveling employee, a manager, an accountant, or an executive—there’s a good chance expense reporting has an affect on your position. With manual expense management, insights must be gathered through spreadsheet data entry and manual analysis. Not only is manual expense management a cumbersome process for managers and accountants, it can be prone to human error.

The solution? Simplify and streamline the reporting process with an automated, cloud-based system! Certify’s full reporting suite provides an incredible range of insights, catered to different roles. For example, admins can view spending trends by category, business unit, project team, or by employee across any time period. The interface is intuitive, easy to use, and designed to benefit all users.

Here are just a few of the benefits per role, when using Certify:

Benefits for Employees Meals, mileage, airfare… you name it. Business travelers need to keep close tabs on how much they're spending, what they’re spending, and whether it’s within company policy. Some companies even factor expense violations into performance reviews, making this information truly "need to know" for any employee.

Benefits for Managers Approval managers need to run reports to see if their teams are listening to their penny-pinching advice. Managers will often compare expenses between sales representatives, to see how T&E spending stacks up against close rates. Managers can opt to receive pre-trip notifications when an employee books travel. This gives the manager the option to cancel the trip within the first 24 hours for a full refund of all travel fares, including airfare.

Benefits for Executives Generally speaking, executives are interested in big-picture numbers in a broad range of reports. If necessary, they need the option to dissect a report and maintain oversight while combing the numbers.

Benefits for Accountants All reports are available to accountants to provide full integration with existing accounting software. For example, the Certify AP Report displays company-wide monthly reimbursable expenses, categorized by department, business unit or other parameters. It’s designed for direct output to many different accounting software programs for a completely streamlined process. Accountants may also wish to review travel expense metrics, to keep tabs on company spending. Certify’s reporting tools show detailed views of travel expense by category, vendor and employee, across any time period.

Automating your expense management reporting process saves time for all departments, which in turn saves your organization money. Many processes in your company are automated, cloud-based, and operating at peak efficiency. The expense report, data entry, manual analysis—the most dreaded processes of all should be optimized for efficiency as well.