Recensioni su ExpensePoint

Razionalizzare la gestione delle spese: recensione di ExpensePoint

Commenti: La mia esperienza complessiva con ExpensePoint è stata abbastanza positiva perchè semplifica e migliora il processo di gestione delle spese aziendali.

Aspetti positivi:

Ho trovato alcuni vantaggi apprezzabili: la facilità d'uso, l'automatizzazione dei processi, la facilità di controllo, etc.

Aspetti negativi:

Il costo che sembra un pò elevato, la difficile integrazione con altri sistemi.

Great Piece of Software

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Goodbye Excel, Hello Efficiency!

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

Aspetti positivi:

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!

Aspetti negativi:

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.

Excellent Support

Commenti: Overall good. Support was able to help us with our needs and questions.

Aspetti positivi:

We really like the ease of use within the mobile app and how the administration is set up.

Aspetti negativi:

There's a lot of clicking and the work flow is not always intuitive for new users. Sometimes the receipts take a long time to read.

Untangle the mess of expense and credit card reporting

Commenti: 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.

Aspetti positivi:

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!

Aspetti negativi:

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

ExpensePoint Review

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

ExpensePoint

Commenti: I have more time to do the actual reporting and less time running after paper receipts. this have changed my way of thinking about using credit cards. Just wish I had started earlier in my journey.

Aspetti positivi:

No more need to keep all the paper receipts, filing, chasing after all users

Aspetti negativi:

It just feels like a to long process to get the reports in my accounting system. If there was an easier quicker way it would have been helpful

Recplaced SAP Concur

Commenti: Very positive experience with the implementation and support team. They are the best. We did run into some bugs but they were quickly addressed and never really impacted our ability top process expense reports in a timely manner.

Aspetti positivi:

Flexibility of implementation. Personal touch of implementation and support. Simpler more intuitive interface. Receipt reading and matching is great.

Aspetti negativi:

Need to have the right type of credit card for automatic upload of transactions. Our small business BofA card needs to be manually downloaded and uploaded.

Great Product

Commenti: To be honest I wasn't looking to change expense reporting companies but I am so glad that we did. This product is easier and faster for the end user and cost us less each month.
[SENSITIVE CONTENT HIDDEN] has been my implementation specialist and she is great! Very knowledgeable, and friendly and no matter what I threw at her, she fixed it quickly.

Aspetti positivi:

The system will automatically create a new expense report for you based on charge date. This saves the end user a lot of time. I love that there is a live person verifying the receipt information.

Aspetti negativi:

I wish I could zoom in on receipt pictures better (or easier) because the pic is farther out than you think when taking the pic. They are hard to read. I thought that your receipt pictures would automatically match to the charge/expense once verified but it doesn't seem to be doing that for us. We could be doing something wrong. I like the report that is created for me upon final approval but I wish it could be edited more. I would remove the weekly breakdown as we don't use/need that.

A great solution for our business

Commenti: The customer service has been outstanding - responsiveness, knowledge, caring. It was everything we hoped for when we signed up!

Aspetti positivi:

Expense Point has simplified a process for our company that had become very cumbersome for all - staff members needing to submit reports, approvers, and the accounting department. We have offices in more than one location, so getting the needed reports and supporting documents to the correct person was much more difficult than it should have been.

Aspetti negativi:

As with any new software and process, there is a learning curve. We just completed our first month using the system. It went very well with minimal issues to correct. I am confident that it will only get easier going forward.

Good Support

Commenti: High quality implementation and support.

Aspetti positivi:

Ease of use, product support, reporting capability.

Aspetti negativi:

Wish we could set more restrictions on coding. Conditional drop downs would be great.

Easy and Efficient

Aspetti positivi:

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.

Aspetti negativi:

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

Commenti: 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!

Aspetti positivi:

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.

Aspetti negativi:

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.

Concise and Easy to Use

Aspetti positivi:

-ExpensePoint has a user friendly interface for navigating through different functions needed. -Home page dashboard gives a good overall view about yearly spending by category. -Report search function helps program admin tracking report approval status quickly.

Aspetti negativi:

-Depends on browser and operating systems, sometimes receipts section gets squeezed to size that is not visible. It happens when using Safari on a Mac system. -The mobile app does not have as much accessibility as desktop version - trouble viewing and creating authorized user's credit card reports on mobile app.

Fantastic Support

Commenti: Overall very good experience.

Aspetti positivi:

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.

Aspetti negativi:

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

Commenti: Good software, good support

Aspetti positivi:

easy to use, clearly structured, good reporting

Aspetti negativi:

No search functionality in user list. Lot of scrolling needed

Great Product and Customer Service!

Commenti: 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!!

Aspetti positivi:

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.

Aspetti negativi:

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.

Expense Point saves time

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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!!!

Commenti: [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.

Aspetti positivi:

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.

Aspetti negativi:

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

Aspetti positivi:

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

Aspetti negativi:

- 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.

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

Aspetti positivi:

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.

Aspetti negativi:

- 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!

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Expense Point support staff

Commenti: 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.

Aspetti positivi:

The Expense Point support personnel are outstanding.

Aspetti negativi:

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

Excellent experience with fast response times

Aspetti positivi:

automated workflow, tracking of submitted expenses, and ability to split expenses among locations, training videos can be saved on home screen

Aspetti negativi:

Inability to split quickly when its among 20+ different locations. It is very time consuming to do splits on the corporate side that are split among so many locations.

Great customer service and easy to use

Aspetti positivi:

The ExpensePoint Receipt Wallet receipt wallet feature takes away the age old problem of losing receipts , customer service is great and if you have a question or problem its quick and easy to reach a support specialist.

Aspetti negativi:

No real complaints about the software except its so easy to use there is no good reason you can give your boss for turning your expense report in late!