Integrate with Certify for Expense Management

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John Benza

• December 08, 2023 18:14

Certify is an Expense and Milage application (similar to Concur, Bill.com, Expensify, Ramp) which enables individuals to create and manage expense reporting using a mobile phone device.

Certify would manage the Expense Authorizations, Policies, Validations and Receipt scanning offline via their toolset (thus, not requiring a SF or Accounting Seed license for end user) and the Certify API could generate the Journal Entry(ies) for the expenses. 

A solution like this would greatly enhance the Accounting Seed capabilities by satisfying an existing product deficiency at a reasonable price point for the customer. 

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• Official comment

  

  Permanently deleted user

  • December 21, 2023 16:18

  Hi John, 

  Thank you for submitting this feature request. I will have the Product Development team review this request. 

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  John Benza

  • December 08, 2023 21:47

  In Paragraph 2, I referenced "the Certify API could be used to create the Journal Entry(ies) for the Expenses". Ideally, the entries would not be Journal Entries but rather Expense Reports with Lines for each of the expense entries against each associated GL Account (Airfare, Hotels, Ground Transport, Meals, etc..)

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