Track your Expenses

Expenses if not controlled may bring down the “whole ship” of an organization to the brink of failure. That’s  the reason why it is important that any kind of expenses involving employees, management and the whole organization should be tracked at all times with high accuracy and fast retrieval time every time it is needed. The travel expense tracking system developed by Certify.com was developed to cope with this kind of demand of the business world. The system they made for small to mid size businesses is so equipped with latest features that is very useful in preparation of expense report, fast storing and retrieve of import expense data, and the most affordable software that you can get today without spending a lot of money for the equipment and people’s training.

Its being user-friendly and ease to use makes it very advisable for business who is serious in improving their expense tracking system. They keep on updating their system to enhance more the online expense software that they provide for companies.

Overview of the Accountant role in Certify Expense Management Software

The video shows an overview of the role of accountants in the expense management software of Certify.com. Accountants is usually the last person in the system of expense reimbursement. They usually final approver of a certain expense for reimbursement purposes. In the video, you can see that accountants have the same authority in the work flow where they can process expenses.

The expense software by Certify allows the accountant to modify expense category to inline with or comply with the existing travel and expense policy of the company and the ledger codes.

Employee’s Role in Expense Management System

The typical role of an employee in an expense management system is usually the following:

a. Submits expense report to managers;

b. Then the managers approve or disapprove the said report.

c. It will send to the Accountants to process the reimbursement and post it to accounting ledgers;

d. Then the process will go back to the employee and this is the cycle start again.

However, with the new features of the Certify Expense System, this steps that undertake by the employee prior to submission to the managers are cut off into three easy steps, which is the following:

1. Create a new expense report using Certify.com’s software

2. Submit receipts to the virtual wallet

3. Link the receipts to the report and submit it to your manager. You could also print it if you want so that you can submit it manually.

See this expense management software from Certify with simple steps really lightens up the work loads of employees. The topic that is discussed here  is summarize on the video shown below:

Before Preparing the Expense Report

Here are the different things that you need to have  to smoothly prepare an expense report:

1. Make sure that  your receipts are all in tact during the time in question. That’s why “Virtual Wallet” is really “in” today because you can easily store your receipts online and retrieve anytime from the server through this Saas (Software as a Server). Example of this kind of system is the expense software provided by Certify.
2. Prepare the expense report into several categories such as hotel accommodation, airfare, care rental, telephone and meals.
3. After that, classify your receipts according to the pre-selected categories. Certify’s Saas provides simple easy steps to do this. Even the tabulation for each categories can be done easily without using your calculators and any computing tools.
4. Print two copies of the expense report. The first copy will be for the accounting or requiring department and the duplicate copy will be for your own copy.
5. This report requires all supporting receipts that is specified in the expense report. Through the expense management system, you can easily point your recepient to access your stored and organized receipts from your virtual wallet. This cut offs the pain of getting into small piece of papers scattering and usually faded because of improper insertion to pockets or wallets.

See, these steps in preparation of expense reports can be very easy specially if the expense report software is used to save all the receipts that composed the report. You can read more information about the implmentation of this system through the Certify FAQ page.

Spending this Holiday Season

People usually stay at home during Christmas season so that they will be with their families. However some busy guys just can not stay on their homes and they are so busy that they even forget to rest during this special seasons of the day. If you are a kind of guy that loves to travel during this kind of season, you might find yourself having trouble managing your expenses properly. Busy guys are those guys that are really conscious with their spending capabilities and really aware of documenting their spending activities. However, when the going gets tough for them they have trouble monitoring this kind of things. That is why these kind of people find means to make a “no trouble” type of system that allows them to easily maintain a record of evidences of their activities daily. Expense management software is the usual first in line that comes on their mind. It is because this knid of software allows them to easily submit their documents to their accounting department to deal with their reports and reimbursement requests.

Now, during this holiday season let this tool do the job for you so at least it could lessen your burden in preparing the expense report. Try it to understand these features.

By the way to my readers, Merry Christmas everyone!

Love Traveling but Hates Reports

That is the common “dilemma” of professionals who loves traveling in different places, official or non-official. They love traveling but really hates the pain of report preparation. They usually face several paper works that needs to organize properly so that it could be submitted properly to the accounting department after the end of the trip. This will cause them a lot of time and trouble of preparing the expense reports. With the availability of the expense management software (like of those offered by Certify.com), this cuts down the problem issues as stated. It gives an easy way to organize, prepare and send reports in just a click away on your PC or withing your palm only through the use of your communication device (such as your iPhone, BlackBerry, Fax which stated on the previous post).

You could sign-up for a 30-day trial of this technology from them if you wish to try it first before finally deciding use it officially on your business operations. You could also read some of the very interesting information about their service through their Pressroom.

Using Expense Management Software in iPhone

Do you know that through the expense management software that you can use online, you can send your receipts or other supporting papers of the spending that you have done can be sent through your Blackberry or your iPhone? That is correct with easy steps you can make expense management possible and easy for you. Here’s how:

1. Prepare the receipt that you wish to send to the system.
2. Take a picture of this receipt from your mobile phone (iPhone)
3. Send the picture via email using your phone and send it to data @ certify . com
4. Then it will be saved on your expense management software wallet.
5. After that you could start with the preparation of your expense report.

If you want a detail instruction on this, you can watch the following video. It contains a step by step instruction on how to do these things.

The video used in here was taken from http://www.dailymotion.com/expense-management, you could get or view it and other videos related to expense management there if you want.

Your Travel and Expense Management Techniques

Have you ever gone to a situation where you rattle from the hassle of monitoring and tracking your expenses during your business travels or any events necessary for it? Have you gone to trouble on managing your spending from food, accommodations and transportation of your trips? When it is time for you to reimburse you forgot where you put all the document support for the said transactions? That gives you a lot of things to think during reporting of your travels and transaction. That is why you should have a certain technique in managing and tracking your expenses during this events of your business life.

That is when expense management software like those offered by Certify.com enter to the picture. It provides a certain portal to users to help them track their expenses and easily send their reports to their accounting departments through email, fax or even via cellphones. This cuts off the time of delivery of the reports needed for the reimbursements of the expenses. This will also give you both the ease and convenience that will let you more focus on what you do best on your trips. With this very modern technique in expense management it will let you give more power to reach your business objectives or goals.