Spendwise Features

Pretty straightforward and clean

Could use more tutorials

Thank you for your feedback Anna! We would love for you guys to use Officewise for all of your accounting needs and think that you would like it much better than QuickBooks but we might be a little bias:). That said we have many customers who use our system along with QuickBooks like you do which is just fine too. I agree with your point about having more tutorials and other support tools, we are currently working on these things and will make them available within the next few months.

Wasn't overly impressed with the overall design. Most likely will go elsewhere next time.

Did not have the functionality I was looking for.

Thank you for your feedback. I am sorry to hear that your experience with Officewise was ¿Just okay¿. We would love to better understand what functionality you were not able to find in our system and otherwise how we can improve. If you are open to further discussing please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

Readily searchable, multi-user platform that serves our small 27 person well. We track all our requisitions and purchases for raw materials, detail parts and lab-ware that are procured daily from over 30 suppliers around the globe.

No cons were added to this review

It has been a great too for tracking the cost of products and services purchased for projects. I have utilized it extensively for some time now and am happy with it's performance as an end user.

The search function in the items module could be a little better defined and allow for searching for a portion of a name or part number.

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

Duplicate items not able to delete and manual system could take day.

Thank you for your feedback. The system disallows users from creating more than one item with the same Item ID to prevent duplication, however, if you add the same item using a different Item ID duplication is possible. If you need to delete an item you can as long as you have not used the item in a saved transaction. If you want to remove an item that has been used in a saved transaction we recommend marking the item "Inactive" in the item record. I will follow-up with you directly to further discuss.

The software allows a paperless and more efficient process in ordering items. The approval hierarchy is great.

Some changes to the website adds some difficulty in maneuvering through to find other pages. Example, I had to edit the authorization of a new hire and it took me a while to find where that section was moved to.

Thank you for your feedback. As mentioned we did make some changes to the user interface of our system a few months ago which we believe will make it better going forward. We understand and appreciate that it can take some time for existing users to get use to the changes and apologize for any inconvenience. We are not planning to make any other significant changes to the user interface and hope that the new help center we launched along with the changes makes it easier to adapt to the new user interface.

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

The inability to modify inventory type (inventory vs non-inventory) after creation. It would be a major improvement to allow you to change the type instead of having to create a new item.

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.

I was asked to start the purchasing department for our pipeline company, after trying 10/12 Purchase Order systems, I tried Officewise, unlike the other more expensive systems with little or no U.S. based customer service, they walked me through the initial startup. With multiple ways to pull reports, my asset manager, accounting department and sales team can find exact cost in numerous ways, very quickly. I cannot thank service agent enough for all the help he gave me, the best advise I received was to start playing with the reports and then set up the Tags, Groups, Etc., in this way you can pinpoint how you want to pull your report.

The void button still gives me nightmares, do not ever void a PO, anything can be corrected except this.

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

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

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.

Very easy to use and negotiate your way around the software. I also like being able to customize the dashboard.

You can not print a detailed PO from your dashboard once it is approved. You have to go to Home then Purchase Orders, search for the PO then print them. Wish there was a quicker way to do this.

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.

Ease of use--even in a mobile capacity.

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I got this software because I opened my own small clothing business and needed a way to track all my invoicing and POs. I much prefer it over excel, I find it much more organized and easier to use when tracking expenses and invoicing. It definitely helps me save time at the end of every month because everything is organized and I don't need to go back through multiple saved documents trying to sort and figure everything out

I hope you don't need to void or delete anything - it can become incredibly complicated. Also the ability to print multiple POs would be helpful.

Thank you for your feedback. To preserve transaction history currently the system does not allow for deleting saved purchase orders. You can void saved purchase orders by going back to the purchase order and clicking on Void under the More button. The system works the same for saved invoices and other transactions. The system does allow you to print multiple purchase orders at a time as follows: 1- Log...

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Before using Spendwise, my organization was generating purchase orders from spreadsheets. Spendwise was a no brainer. The interface is simple and easy to use. Navigating Spendwise is a breeze as its responsiveness is quick.

As an AS9100-certified organization, it's important for us to track supplier performance. One metric that we use is supplier on-time delivery. That feature is not currently available.

Spendwise is a comprehensive tool to assess our company expenditure. It offers a user-friendly interface , one that helps us save on time and eliminate excess administrative costs. We are able to manage our invoices, purchase orders, bills and expenses in a streamlined manner. A great feature of this software is that it is possible to assign roles to users, and provide access to certain transactions, thereby ensuring that the right person can examine authorized features only.

Sometimes when there is a software update, it becomes challenging to navigate through the new changes. With a lack of manuals or training, the updates can take time getting used to.

Thank you for your feedback. We appreciate your enthusiastic recommendation of our product. I am sorry to hear that you have experienced challenges adapting to updates we make to our product. We do offer a User Guide, FAQs and Tips in our Help Center which we hope helps users adapt to updates but would be glad to consider other ways we can make it easier. I will follow-up with you directly to further discuss.

This software has solved the age old issue of knowing what everyone is spending throughout the organization. We connect all the procurement pieces in one system from purchase requisition through final invoice payment and it's cut our time to process payment by over 50%!

None really. It connects to QuickBooks and the training to get everyone using the system was minimal.

We use Spendwise to create and track miscellaneous invoices. Before this software, we were tracking manually and it was very cumbersome. This allows us to have one place to refer to for invoice details, payment received and where we deposited the funds.

There are numerous levels in creating the structure for invoice lines. I had to back my way into figuring out how to do it. Maybe if there was a diagram that indicated what items were needed to be in place before invoices could be created.

Thank you for your feedback Sherry! Glad to hear that our system is helping you stay better organized and that you are happy with our customer service. Appreciate your suggestion about setup documentation and will see what we can do about improving documentation to make it more clear.

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

I preferred the lighter color scheme Officewise had before the most recent design update. I also need to be able to type in a partial purchase order number in the search section and have any purchase order with that info pull up in my search.

The point and click aspect of it along with the customizable features for our different plants. we have been able to use this over three plants with being able to customize for each.

cant run old web browsers with . Had some problem with working with older web browsers that some employees had .

Thank you for your feedback Marty! As discussed Officewise works best on newer versions of browsers but we continue to support older versions as best we can. I believe the specific issue you mention has been resolved but I will follow-up with you directly to make sure that is the case.

Creating sales order and drop down menu. Hold customer name which is nice not to have to create each time

Doesn't stay logged in Make it easier to save and do new sales order after you finished one Needs to hold more customer names

Thank you for your feedback. The system should allow you to stay logged in if you want as well as save a sales order and create a new one at once by clicking the "Save & New" button. The system should also allow you to save an unlimited number of customer names. I will follow-up with you directly to further discuss and resolve.

The software is easy to use, understand and to show others how to use. The ability to email POs with terms attached makes ordering very simple.

Some of the reporting is limited. It would be nice to generate a report that provides invoices by sales rep. Also, a report showing remaining open balance on a sales order. Some of the parameters in setting users up is limiting. I have a need for letting people view all sales orders but not be able to change them.

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.

We primarily use this software for purchase orders and tracking. This was implemented with an older staff that had trouble integrating technology into some of their everyday tasks. This was easy to use and did not overcomplicate the process. Good customer service that actually responds to e-mails.

Some updates have changed the layout of the forms a bit, adding some options which probably works well for others but is not used by our staff.

I like how user friendly this software is, and the fact that it's all done online.

Some things are hard to find and do. This is just because I haven't had the time to sit and really look deeper into its functionality though.

Thank you for your feedback Jennifer! Happy to hear that you find our software to be user friendly. If there is anything we can do to help make things easier to find and do please let us know as we are always working to improve.

The software is very user-friendly. Easy keyword searches on past purchase orders. You can copy previous purchase orders and resubmit with minor changes, so it makes PO entry quick. You can give everyone in a department access to see past PO's of other

We have had trouble with the approval process. You can select multiple approvers in the PO, but rather than going to the next approver, our POs will go back to the original person submitting the PO each time an approver approves.

Thank you for your feedback Meredith! Not sure why PO would be going back to the original person submitting the PO each time an approver approves. Will follow-up with you directly to help resolve.

The ease of creating purchase and sales orders. Also like tracking the sales orders/purchase orders and to get a history.

It can be slow but can't tell if its the software or our network. I am not able to track by project. If we do samples orders for various projects I am unable to look up by a project to see what sample requests are being worked under a specific project.

Thank you for your feedback Jim! We have not received any other reports of our site being slow and we closely monitor performance metrics to make sure it is working fast so there might be an issue with your computer or network. That said we are constantly trying to improve the performance of our site so I will follow-up to see what else we can do to speed things up on our end. For project tracking I recommend using "Tags" or creating a custom field on the order form and will follow-up with you to show you how this can be done.