ExpensePoint - Avis

Great Piece of Software

Commentaires : Each employee is able to assign their own expenses to the correct project and then break it out for the correct department expense. We have all of our transactions automatically uploaded into our system so I know if an employee forgets to turn in expenses. This is a very beneficial aspect of the software that I would not want to lose.

Avantages :

I have been using this software for 3 years now and rarely ever have service issues. When I do have an issue, the tech support team at ExpensePoint takes care of it immediately. I like the functionality of the software and ease of use, but what I like most is the people in tech support. The expense reporting needs of our company can be complicated, but the tech support team has always been able to create something for us to make it easier.

Inconvénients :

We are limited to to a certain credit card company that will allow us to have our transactions automatically uploaded.

Recommend Expense Point

Commentaires : Great value for the low fee. Easy transition for staff

Avantages :

Download of transactions from bank card most helpful. Great customer support

Inconvénients :

Sometimes the phone connection is less than ideal - not sure if it is their phones or ours...

Worth the money...If it's Free

Commentaires : The system freezes up when you try to create a report. To work around this, I put my receipts in the receipt "Wallet". When I try to create an expense, it links the wrong receipt with my entry. I wish they wouldn't have rushed to bring this system to market. Maybe a competitor of theirs will take their idea and actually make a program that works...

Avantages :

It is a good idea, take a picture of a receipt and it will capture the data and make expense reports easy.

Inconvénients :

It totally fails at accomplishing what it sets out to do. I think they rushed the software to market. It needs to have the bugs worked out of the system.

Expensepoint: the most value-adding, and easy to implement expense reporting system I've ever seen!

Commentaires : Implementing expensepoint with our Quickbooks was the easiest implementation of an expense system I have ever been through. I have implemented other bigger , more well known systems, and have had just terrible experiences. the process was too tedius, and it required many hours to complete. One of things we really appreciated about expensepoint, was the option to purchase by reports as well as by users. it really makes a top notch software quite affordable, and the expense to use it can be completely variable based on expense reports, which is great when you are trying to control costs. We couldn't be happier.

Avantages :

The receipt wallet / receipt reader function is the most loved feature by all employees. the fact they can just drop the pictures, and comeback later to an almost completed expense report that just needs a couple of clicks to submit, has been a game changer for employees on the road as well as those who don't travel as much, but purchase regularly on behlaf of the company. in Accounting, we love how easy it is to review, approve, push an entrry into quickbooks, and reimburse, all from within expensepoint. the integration to automatically issue reimbursements from expensepoint, as saved our accounting staff hundreds of hours reconciling, recording, and issuing the payments via AP. Now it takes less than 1 minute to issue the payments, its simply wonderful!

Inconvénients :

We had a few hiccups entering banking information for reimbursements, but the implemenation team was able to manually make adjustments and helped us get through.

Alternatives envisagées : Expensify, Paylocity et SAP Concur

Pourquoi choisir ExpensePoint : not enough functionality nor flexibility, recording to GL required a big deal of manual work as well as issuing the payment. Aslo, the pricing is per employee, although only a small portion of our employees travel, which made it much more expensive.

Logiciel antérieur : Paylocity

Pourquoi passer à ExpensePoint : most value of all options. when you complare the functionality and price to the competition, is really a no brainer.

ExpensePoint Review

Commentaires : The support staff at Expense Point has been extremely helpful and always very quick to respond and resolve any issues I may have. Their customer service is very personal and professional. The ease and organization of communication regarding the expenses submitted between staff and myself has been an immense help for me. The ease of looking up and finding specific expenses is quick and easy.

Avantages :

The functionality of Expense Point has been very valuable to me as an administrator. I really love how much I can do and create within the system, I don't have to get Expense Point to set these up, instead I can play in the system and create what I need. It allows me to have the system set-up to fit our company and our unique and complex accounting program. The system is very adaptable and allows me to create report templates and change approval processes easily and quickly, which is an aspect I did not find with other systems we had tried. This aspect also allows the system to grow with us in any changes we may implement in our company.

Inconvénients :

From an administrator perspective the adaptability and flexibility of the program can be a little difficult navigating at first because there are different layers to fill in when setting up or changing settings. However, once you have done it a few times it's very intuitive and it is easy to follow how all of the parts fit and work together. Unlike other programs I have used, Expense Point allows you to be able to access many features that other programs do not, and that is well worth any learning curve that may be encountered.

Alternatives envisagées : Expensify et Emburse Nexonia

Pourquoi choisir ExpensePoint : They could not adapt enough for our complex accounting system, at least not without paying them a lot of extra fees to create new templates. It seemed every report I wanted to create required a request to them to create it and a fee. I had no access to any of the behind the scenes working of the program. With Expense Point, you guaranteed you would make it work for us and [SENSITIVE CONTENT HIDDEN] came through with flying colors. Our [SENSITIVE CONTENT HIDDEN] was very impressed with her ability to understand our accounting system so quickly. She truly is a yoga master with the system!

Logiciel antérieur : SAP Concur

Pourquoi passer à ExpensePoint : I was not involved in the choosing process, however I do know they were hoping you would handle taxes better being a Canadian company.

Simply the best

Commentaires : The end user benefits tremendously from not having to carry multiple receipts in their possession.
The administrator doesn’t have stack of paper sat on the desk
The accountant can automatically sync the claims with our ERP.
These are all savings of NVAT with no negative impact on our administration at all.
It’s a win/Win

Avantages :

The accuracy of the receipt reading is second to none that I have ever experienced with other suppliers.

Inconvénients :

I would like for it to automatically take daily values down to a pre-set amount if the end user exceeds an allowance. It doesn’t do this, but neither does ay other system. I hope that the industry best practice will change to suit.

Goodbye Excel, Hello Efficiency!

Commentaires : It's been a great experience so far and I am sure it will continue that way :)

Avantages :

I like that the software is easy to use, all encompassing, and very user friendly. It helps me streamline everything in a way they you naturally want from software like this. I also love the customer support. They are highly responsive, very intellectual, and willing to go above and beyond to make sure you are having a good experience with ExpensePoint. They don't just answer my question, they will go out f their way to bring up something else I might like to utilize (based off things I have said in conversation). That's what you want in a company!

Inconvénients :

This isn't so much a dislike on Expensepoint as it is on the big chain credit cards. We started off with Capital one Spark Miles CC and it turns out they do not have VCF Feed available and the Plaid integration does not work for authorized users. This really delayed our implementation. For over a month I kept trying to get it to work, then finally called ExpensePoint support who instantly knew that it would not work. They were able to give me Credit Card examples that do have VCF feed and that integrate well, which was nice. But what would have been nicer is having the sales team / implementation team we worked with ask that question. It would have saved us about 2 months of delays rolling out the software.

Alternatives envisagées : BILL Spend & Expense (Formerly Divvy), Expensify, SAP Concur et Fyle

Pourquoi passer à ExpensePoint : Price, Customer Support Reviews, Functionality, Ease of Use

Untangle the mess of expense and credit card reporting

Commentaires : We have had a smooth implementation and excellent customer service. Our users like the software and the mobile app, and reports are much more detailed and provide documentation that we can save electronically, instead of files and files of paper reports and receipts.

Avantages :

The software is easy to use and flexible, and can be customized to fit our ever-changing needs. I like that it has multiple platforms available, and I can use it with QuickBooks Online. It automates the processes that we were doing by spreadsheet - so much easier now!

Inconvénients :

Our corporate cards are not eligible to automatically feed transactions into ExpensePoint, so I have to periodically upload them manually

Alternatives envisagées : Sage Intacct, Emburse Expense Professional (formerly Certify Expense) et SAP Concur

Pourquoi passer à ExpensePoint : It checked all the boxes for what we were looking for, seemed easy to use, flexible, and competitive pricing

ExpensePoint Review

Commentaires : This has consolidated as well as promoted for much change in our company. Our department heads are taking control of their financials for their departments and much of it started with questions when we began using ExpensePoint.

Avantages :

Any time I have needed help, our rep has always been right there to assist very quickly. It has made things much smoother and easy for us.

Inconvénients :

The app can have bugs every once in a while and it would be easier if you could click from the main screen when you have reports to review, rather than go into the Expense Manager and search.

Alternatives envisagées : SAP Concur

Pourquoi passer à ExpensePoint : I was not involved in the purchase of this product, however I do believe the followup with the other company that was in consideration was not very good.

Outstanding people

Commentaires : [sensitive content hidden] was fabulous!!! And [sensitive content hidden] has also been fabulous at her support job!!

Avantages :

Stellar #1 Customer support! Always friendly, helpful & efficient!!

Inconvénients :

No cons. Possibly, the ACH timing, but haven't reviewed it since initially starting with ExpensePoint. I just do it through our bank and deposits are done within a day or two.

FHSU Foundation Review

Commentaires : Great experience, [SENSITIVE CONTENT HIDDEN] was very helpful and responsive in our training and implementation. Look forward to using the product for years to come.

Avantages :

Ease of use, flexibility, integrated with our accounting software (financial edge).

Inconvénients :

Moving expenses from one report to another without having to delete and pull from the trashcan.

[SENSITIVE CONTENT HIDDEN] is the perfect person for us

Commentaires : It has been amazing. I wish all software companies worked with their customers the way [SENSITIVE CONTENT HIDDEN] has worked with us. She is fabulous.

Avantages :

This software at first glance can be overwhelming, it can do so much. It is a great system. [SENSITIVE CONTENT HIDDEN] has been with us each step of the way fixing what we needed and just making it all flow easy. She is a great asset to your company.

Inconvénients :

Honestly I have not found anything I don't like.

Easy and Efficient

Avantages :

We have been using ExpensePoint for a few years now and we have nothing but positive things to say about the software and Team. We recently engaged ExpensePoint for a project to upgrade the way our expenses are uploaded to our financial system. The ExpensePoint team was very helpful throughout the whole process. From listening to what we needed to delivering the upgraded features to the system. We recently rolled this out globally and it is a game changer! The amount of manual data entry we were doing before this project was astronomical. The new process is not only efficient but very simple with just a few clicks of the button. We highly recommend ExpensePoint. Thank you for the continuous support.

Inconvénients :

Overall the system is great. One thing that could be updated is adding a search field to the User tab. Having so many users and scrolling through can be a pain. Another update could be to allow more lines to be exported at a time. Currently I believe it is only 5,000 and when running a report for a large category like client entertainment I have to pull it several times to get the full year. Again these are small items but would be nice to have.

ExpensePoint Delivers Great Value and Ease of Use

Commentaires : I had a great experience setting up the platform, getting personal training and my service rep is excellent. Again, I can't emphasize enough the level of personal support you get for such a reasonable price. I'm getting the same support an organization 100 times my size would receive. Great product!

Avantages :

I have 3 companies that I keep track of expenses for. This is the only product that allowed me to set up custom fields including different companies to track expenses for. I was very impressed with the level of support and attention I get for such a reasonable monthly fee. The desktop and mobile platforms work great and are intuitive to use.

Inconvénients :

I have been using the product for a short time and there is nothing I do not like about the platform. The mileage tracker is a great feature but I wish I didn't have to go into my settings to turn it on and off. I don't know if this can be improved or not, but I don't like to have apps running in the background.

Fantastic Software with a great team behind it

Commentaires : Implementation process was great. With the multi currency set up that our regional offices needed, the implementation team helped us find a solution which would work for us specifically.
Post implementation, Expensepoint Support and the Customer Relationship Manager were very helpful in answering queries.

Avantages :

Great implementation process Easy to set up new departments, GL account etc after Go Live Easy Navigation throughout the system. U Easy to use - our users only needed an hour training session and they were then comfortable enough to use the system on their own. Good Mobile App Administrators have access to most of the system, thus allowing me to resolve issues quickly

Inconvénients :

Initially there were some bugs during implementation but they were quickly resolved by Expensepoint Developers. Support hours could be longer as being in London there is a big time difference. However, luckily we did not have to call upon their help too many times.

Fantastic Support

Commentaires : Overall very good experience.

Avantages :

For the most part it's user friendly. On occasion when we do experience hiccups I know I can rely 100% on their support team - specifically Theresa. She responds quickly to any concerns that I have and will work closely with me or our team to to resolve any issues that may arise.

Inconvénients :

The software only allows one receipt per one transactions. For example, a hotel receipt may have accommodation - food - parking on 1 invoice, we like to break these transactions down - however, we cannot tie this 1 invoice to multiple transaction lines.

Easy to use expense tool

Commentaires : Good software, good support

Avantages :

easy to use, clearly structured, good reporting

Inconvénients :

No search functionality in user list. Lot of scrolling needed

Great Product and Customer Service!

Commentaires : The benefits of time, efficiency and electronic approval have been the most rewarding features. The customer service that [SENSITIVE CONTENT HIDDEN] have provided in incomparable with thorough and timely responses - a wonderful experience!!

Avantages :

We love that the product is so versatile and allows us to customize it as needed. In addition, the ability to move from a paper system to completely electronic with an electronic workflow has resulted in huge time and process efficiencies for our company.

Inconvénients :

The only con is the learning curve associated with the admin roles; however when questions arise Customer Service is very knowledgeable and quick to respond.

Alternatives envisagées : Abacus

Expense Point saves time

Commentaires : The customer service that we have received has been excellent. Questions have been answered in a timely fashion and screen shots of our system provided to explain an issue or fix were appreciated.

Avantages :

We decided to utilize the Expense Point Mastercard for ease of downloading transactions directly into Expense Reports in Expense Point. No more questions of actual charges hitting the credit card - tips added incorrectly, forgotten charges, or guessing. Staff simply categorizes entries that need to be categorized and attach receipts - saving time. We then upload a file from EP into our Accounting software.

Inconvénients :

Sometimes, it seems that pulling reports is cumbersome and still figuring out potential duplicate entries from learning curve of manual versus automated entry of transactions.

Customer Service -- wish I could give more stars!!!

Commentaires : [SENSITIVE CONTENT HIDDEN] has helped us create a GL upload so we can add detail to the transaction register. This assists management in tracking expenses with better accuracy.

Avantages :

Frankly, it's all in the training and support. Many software programs can achieve similar results. It's the personal relationship with our outstanding rep that makes all the difference for us!! She goes above and beyond to assist us and answer all of our questions and concerns.

Inconvénients :

No major concerns. Our company has not taken advantage of the app and [SENSITIVE CONTENT HIDDEN] has offered to help train on best practices and efficient use of the app and software. Very much looking forward to it.

Professional expense tracking software

Avantages :

- It helps to keep track of all your business expenses - Easy to setup and use - Helps to manage your spendings

Inconvénients :

- Cannot be integrated with some of the other accounting softwares.

The software is very useful in the approval process and in monitoring status of our expense reports.

Commentaires : The approval flow of our expense reports becomes faster and tracking becomes easier.

Avantages :

The software's accessibility is great. The monitoring capability is helpful. I also like it that we have the control on some portions on the set-up, such that we can already do some minor changes even without going to customer support.

Inconvénients :

- Some limitations on the reports that we can generate such that we cannot make reports based on what we info we need, we can only utilize the current available reports - there is no approver's capability to assign their replacement approver in case there is a need, without going to the customer support - there is no capability on tracking receipt by Accounting of the hard copy of receipts - some reports do not have an indicator on the report summary that receipts are attached to that report unless you looked at the expense summary

Awesome!

Commentaires : Customer service is outstanding. I must have called everyday when we first got it and the reps were all so patient and helpful. When it all came together it was wonderful.

Avantages :

That it has kept all of our sales people current with their expense reports. It used to take months to get them to submit which really challenged the Accounting Team.

Inconvénients :

There is nothing that I can say that I dislike about the software.

Expense Point support staff

Commentaires : The Expense Point support staff are readily accessible and respond to questions thoroughly and quickly. The support personnel made the initial system implementation as easy as possible and have answered all questions we have had, since. Recently, we changed our company's accounting schema which in turn required many changes in Expense Point. Again, these changes were made easier through the support of the Expense Point technical professionals. Thank you.

Avantages :

The Expense Point support personnel are outstanding.

Inconvénients :

We would like to be able to upload into Expense Point as we used to

Expense Point Review

Commentaires : We have used it primarily for Expense Reporting for our Retail environment. Currently more than 500 users are signed up and using it. It has helped us eliminate keeping and maintaining stacks of paper work. Easy to validate everything on their website which includes setting up hierarchies to managers and finally Accounting / Accounts Payables for final approval.

Avantages :

The ease of use. Functionality. Easy to configure to meet your company's requirements

Inconvénients :

Everything has some issues here or there, but on the whole, hard to say I have seen any issues with Expense Point