Does Certinia have built-in expense management?

Key takeaways

• Yes: expense reports are part of Certinia PSA, grouped by resource and project.
• Mobile capture supports receipt photos and Auto Mileage.
• The PSA–Accounting Connector creates payable invoices from approved reports to reimburse employees.
• For company card spend, Vergo contributes coding by inference, recorded through Certinia's API.

Where should you go next?

• Vergo's Certinia integration
• What expense management software integrates with Certinia?
• Get started with Vergo

What does Certinia include for expenses?

• Expense reports: one per resource and project, submitted and approved.
• Limits that depend on expense type.
• Billable expenses billed to the customer as pass-through revenue.
• Mobile: take a photo or attach a file; Auto Mileage captures distance.
• Reimbursement: approved reports become payable invoices, with the expense GLA set by type and billable flag.

How do company card charges get into Certinia?

Bank statements are imported into Financial Management by CSV and matched with Exact or Suggested Auto-Match rules. The statement line has an amount and a merchant; the GLA, dimensions and project still have to come from somewhere.

Where does the built-in option leave work?

• Card charges outside PSA reports.
• Dimension coding for non-project spend.
• Receipt chasing for charges nobody put in a report.

When is a separate tool worth it?

When company cards carry software, travel and client costs across practices and the finance team codes statements by hand. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. Vergo connects through Certinia's public API, reads your general ledger accounts and dimensions, and records coded card spend as cash entries or purchase invoices, with reimbursements as purchase invoices to the employee as vendor.

What changes in project reporting?

Client-billable card costs reach the right project as they happen, so project margin and pass-through billing reflect them in the same period. Non-project spend carries consistent dimension values, which keeps practice and regional reports comparable month to month.

How Vergo works alongside Certinia

PSA stays your project and resource system. Employees handle everything by text message — no app to download, no portal login — and Vergo chases missing receipts itself instead of waiting for a report. Every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand.