Officewise Features

Officewise

Online accounting software for business

4.55/5 (157 reviews)

Officewise Feature Summary

  • Accounts payable and receivable
  • Custom dashboard
  • Auto & manual approvals
  • Month-end adjustments
  • Bank reconciliation facility
  • Invoicing management
  • Forecast budgets
  • Collections tracking & management
  • Administrative cost monitoring
  • Electronic invoice approvals
  • Customizable reporting
  • Document management
  • Bill & expense recording
  • Financial analytics
  • Finance management
  • Import / export reports
  • Inventory management
  • Inventory tracking
  • Order shipment tracking
  • Trust accounting
  • Budgeting & planning
  • Purchasing
  • Create professional quotes
  • Receipt tracking
  • Accounts receivable
  • Define user roles
  • Tax management
  • Ad hoc search capabilities
  • Online data storage
  • Spend management
  • Purchase order management
  • Sales orders
  • SSL security
  • Data encryption

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Custom Fields (162 other apps)
Customizable Reporting (222 other apps)
Data Import/Export (222 other apps)
Document Storage (168 other apps)
Inventory Management (186 other apps)
Inventory Tracking (182 other apps)
Invoice Management (163 other apps)
Monitoring (173 other apps)
Multi-Location (155 other apps)
Real Time Data (196 other apps)
Reporting & Statistics (190 other apps)
Third Party Integration (193 other apps)
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Competitor Feature Comparison

Officewise Feature Reviews

25 reviewers had the following to say about Officewise's features:

Will McCusker

Purchase Order Program Success Using OfficeWise

2016-10-19

We use Officewise daily for purchase order management and vendor interaction.

Pros

ease of use

Cons

some of the reporting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Officewise

its help us in so many ways, we really feel its reliable and very needed in our busy parts ordering business.

Source: Capterra
Helpful?   Yes   No
Read more
James Vardakis

Fairly easy to navigate, doesn't really provide very good reports.

2017-05-10

Easily track who is requesting what spend.

Pros

Easy to navigate & sends notifications when a PO is approved by the approver.

Cons

The reporting could be easier to filter or add vendors, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your review. Happy to consider making changes and/or adding new reports so you are able to get what you need. I will follow-up with you directly to better understand so we can remedy.

Read more
Susan Matirne

I was new to Officewise and had very little training. In no time I was up and running!

2017-12-15

I can track the expense and purchases for each location

Pros

I also like being able to customize the dashboard.

Cons

You can not print a detailed PO from your dashboard once it is approved.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Susan! Once a PO is approved you should be able to click on a link in the approval notification that will take you directly to the approved PO where you can print it. From the list of POs you can also set filters to see only those purchase orders where you are the requisitioner which may make it easier to find POs. I will follow-up with you to further discuss these solutions and how we can improve.

Read more
Ed Becker

Great software for small business

2016-09-28

easy to use, and update, and a great way to keep track of inventory would recommend to anyone, can be customized for any size business

Pros

ease of access

Cons

could use a space for costumer telephone number

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Ed! There should be a field for customer phone number on the customer contact form, I will follow-up with you to make sure we understand and resolve any issues.

Read more
Lisa Baber

OfficeWise

2016-12-08

As a busy Design Firm we need all the help we can get keeping track of furniture orders, cabinets, tile and everything we order for a project.

Pros

Similar to quickbooks, so if you use quickbooks you can automatically use this easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Manager of Production Services & Training (Broadcast Media company, 11-50 employees)
Verified Reviewer

I use it for purchase orders. Exploring other uses for my departments.

2017-04-26

Pros

Ease of entering data and approval process for entering and approving purchase orders.

Cons

Reporting options might be useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: GetApp
Helpful?   Yes   No

Response from Officewise


Thank you for your review and feedback. I just wanted to clarify that we have over 75 reports including reports for purchases and accounts which you could then filter to just see fees. If you are not seeing reports my guess is that is has something to do with user access restrictions set by the Admin on your account. I will followup directly with you and the Admin on your account to see if that is the cause and help make any changes if that is what's wanted.

Read more
Deany Santana

Excellent Site

2017-04-05

I've used them for my small assisted living home invoicing duties.

Pros

All services offered

Cons

Inability to run reports on income and invoices

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Deany! As mentioned you cannot run reports in the free plan but I did want to clarify that you can run reports in all of the other plans we offer. I will followup with you separately to see if it makes sense for you to upgrade from the free plan so you can run reports.

Read more
Joanna Woessner

I'm able to easily view, and approve invoices. As well as provide comments when needed.

2017-05-17

Easy invoice approvals.

Pros

It's easy to use, I get email notifications when I have an invoice to approve, I can clearly see what the invoice is for.

Cons

It seems pretty basic as far as design and user interface.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Carlos Perez

Easy to use platform on a day to day basis.

2017-07-20

Easy PO creation and tracking.

Pros

Search function is great to find other users PO's. The interface is very well done and easy to find what you need.

Cons

Certain restrictions at specif user levels are not customizable. The approval process could be improved on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your review Carlos! We are always looking for ways to improve Officewise and appreciate your feedback. I will follow-up with you directly to see what we can do to improve user access customizations and the approval process.

Read more
Jake Ifraimov

Easy To Use PO System

2018-05-31

Pros

Very Easy to Review Past POs Great History Tracking Easy to Create A New PO Easy to Edit and Update a PO with New Information

Cons

Would like an option to print multiple POs at once Needs better Invoice integration (Submit Invoice with PO)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No

Response from Ryan


Thank you for your feedback Jake! The system will allow you to print multiple purchase orders at once if you complete the following steps:
1. Go to the list of purchase orders
2. Check the box to the left of any purchase order you want to print
3. Click on the “More” button at the top of the list and then click on “PDF Print”
After completing the steps above you should see print options appear and then you can proceed with printing the selected purchase orders.
I am not sure what you mean about better invoice integration but will follow-up with you directly to see what we can do to improve.

Read more
Glen Feucht

Great, easy to use & affordable

2017-03-30

Just wish it have the ability to do quote versions & track cost inside of a quote without having to create an inventory item.

Pros

Easy to use, many many features

Cons

Wish I could put costs in quote for my own tracking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Glen! I have some ideas about how to revise and track versions of quotes as well as track cost without having to create an inventory item. Also would like to better understand the issue to see how we can improve going forward. Will reach out to you to further discuss.

Read more
Lisa Lentkowski

Generally good

2017-10-04

Pros

The software provides inventory control, sales, and purchasing tools all in one easy to use application that is not overly priced.

Cons

The inability to modify inventory type (inventory vs non-inventory) after creation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Lisa. I understand your point about allowing users to modify type so that you don't have to create a new item if you want to change. The tricky part is what to do with past transactions since they would have been handled in the system based on type when they were recorded. We think it is important to be consistent with how different types of transactions are handled in the system but also feel it is important to maintain the integrity of historical data. That said we are always open to new ideas on how we can improve the system and I will follow-up with you directly to further discuss.

Read more
Richard Kolasa

I am very happy with the ease of competing my procurement duties with Officewise.

2017-05-19

It makes the purchasing aspect of my job very easy to do and to report on.

Pros

The simplicity and pleasant GUI make doing my job easy. I can find my assigned Purchase Orders in seconds, open them, and make any adjustments I need to.

Cons

Haven't really found anything I dislike about it...If I had to say something perhaps the "more" button on the dashboard could have some of those items as separate buttons, or it could be customizable because I have to print PDFs a lot.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
jose trevino

Thanks for your help

2016-12-16

Enjoy the ability to send quotes and invoices through email and then being told when the email is opened and viewed.

Pros

ease of use, the ability to edit, keeps track of all history

Cons

the mobile website version is not easy to use, the screens are hard to view and the lettering and typing of new work are difficult to see and use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Officewise

just address the above, I sometimes have to send something on the run and all I have is my phone

Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Jose. We are currently working on some major upgrades that will be released next month. Upgrades include dramatic improvements to the user interface which will make our system much easier to use on your phone. We also have plans for a mobile app to make it even easier in the future. Stay tuned.

Read more
Charles Hornick

OfficeWise is easy to work with and does the basics of what we need.

2017-10-04

Pros

The software is easy to use, understand and to show others how to use.

Cons

It would be nice to generate a report that provides invoices by sales rep.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Charles. We do have a report for sales orders by sales rep but currently not one for invoices by sales rep as you point out. I think that adding this report is certainly worth considering and will discuss internally to see what we can do. As for user access parameters we are planning to provide more options like what you describe within the next few months.

Read more
Morgen Phillips

Excellent, user-friendly software!

2017-04-13

Officewise offers more functionality than I expected considering it's such an affordable price. The interface is simple and very user-intuitive.

Pros

The simple design and ability to use a variety of categories to search through data.

Cons

I preferred the lighter color scheme Officewise had before the most recent design update.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Officewise

Nope!

Source: Capterra
Helpful?   Yes   No
Read more
Amanda Espinoza

Excellent and easy to use

2016-09-20

I use this program twice a month for ordering through our corporate office. The program makes ordering quick and efficient.

Pros

Easy to navigate

Cons

None to report

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa Sourbis

I've spent a lot of time with this system. It's organized, I wish it could do more.

2017-05-10

Pros

I like that you can run reports and export them into excel.

Cons

I wish there were more report functions for purchase orders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your review. We are happy to consider adding more reporting functionality and I will followup with you to better understand what you are looking for. As for making edits to approved purchase orders the system requires that you resubmit for approval so that approvers are able to approve the changes. To avoid having to resubmit purchase orders for approvals I recommend using Bills to record any changes and will followup with you to show how this can be done. Regarding the ability to delete purchase orders there are pros and cons to this and for now we feel that it is better to allow users to void purchase orders rather than delete them but we are open to reconsider. I will followup with you to further discuss.

Read more
Zenen Olivares

It is a great working tool

2016-10-07

easy to create purchase orders, help you with the inventory and save all about each item; price, units, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Darin Marion

Makes your business more organized

2016-10-11

I enjoy the fact of knowing that all my items, sales orders, inventory and invoices are all located in one place and very easy to find.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Just the right fit for our business and it's needs

2017-12-07

Searchability, muti-user, traceability, cost tracking, easy access, printable, emailable, remote access

Pros

Readily searchable, multi-user platform that serves our small 27 person well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great software with a user-friendly interface.

2018-06-23

Pros

Officewise has a very simple interface, you can receive notification emails to keep informed of everything.

Cons

I like everything about this software. It has helped increase profits, so I can not really complain about anything related to Officewise.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Sirkis

Great Program!

2016-09-29

we use it mainly for Purchase orders etc. work very well, easy to use and share data with other users within the organization.

Pros

ease of use. clear concise and pleasant interface

Cons

limited pricing upgrade packages options for smaller organizations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 11-50 employees)

track POs with ease

2017-12-07

we didn't have a customizable PO system before officewise

Pros

the filter and sort fields make it easy to find any Purchase Order quickly.

Cons

When I close a PO I would like the screen to refresh to the main PO list instead of having to close out of the closed PO screen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback. To end up on the main PO list page after closing a purchase order we recommend closing the purchase order from the list page which you can do by checking the box next to the purchase order, then click on the More button at the top of the list, then click on Close option. This feature also allows you to close multiple purchase orders at a time. Hope this helps.

Read more
Anthony Prisco

This is by far the easiest software to maintain my accounts

2017-06-09

Keeping track of all my customers and weekly invoices with ease.

Pros

The ease of the software, the format, the great customer service and it's one hundred percent dependable.

Cons

There's really nothing I can say that I don't like. Maybe the only thing that needs to be adjusted is the font size of the initial layout. But of course, that's something you can adjust on your own.......

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more