Spendwise Reviews

Office wise is able to save product titles and price to quickly fill out the po and send it out. I like that it is fast and easy to use. You are even able to email right from the PO.

I don't like that there is a new area that has to be set of what folder you would like to have it in after it mailed out. That slows down the process.

Thank you for your review Caleb! Not sure what you mean by setting folder you would like to have PO in after it is mailed out. If you are referring to approval folders (i.e. Inbox, Not-submitted, Rejected, Pending) the system should assign automatically depending on the approval status of the PO. I will follow-up with you to make sure I understand and help resolve.

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.

There wasn't much that I enjoyed about this software program to be quite honest.

I thought that the layout was very difficult to follow. The customer service was horrible. The software always seemed to be freezing up on me. It made easy tasks seem to take forever to accomplish.

Thank you for your feedback. We are very sorry to hear that you did not enjoy using our system. We would love to learn more about how we can improve the layout and our customer service. Our system is web-based and we have not received any other reports of it freezing so would like to further discuss to see if there is anything we can do on our end to improve performance. If you are open to further discussing please let us know when/how best to reach you or contact us at support@spendwise.com or 1-855-906-3300.

the ease of use and the ability to copy POs. I love that I can copy POs that I make to the same vendor and though I need to edit it, it is much easier than starting a new PO.

that if I am in my inbox, I have to go to 2 screens in order to access POs, I wish I was able to access POs on the sidebar, but I can only get to other boxes in my inbox (submitted, rejected, pending, etc)

Thank you for your feedback Daphne! I see what you are saying about 2 clicks to get from your inbox to list of POs and will discuss internally to see what we can do about making it one click.

Easy to learn and use, the features we need are built-in and we didn't have to do a lot of customization!

We still need to learn how to integrate the software with some of our accounting systems - we feel that training would help. Hopefully, we are able to find some help with this. I'm not sure we have been able to reach a live human yet - but maybe we need to try a littler harder.

Thank you for your feedback. We would love to help however we can and can be reached at 1-855-906-3300 or you can send an email with your contact info to support@officewise.com and we will get back to you as soon as we can.

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

Ease of use and reliability. Good / fair cost for the system. The system is well maintained and supported. No issues for the role this system in our operation. The system is well maintained and supported.

No cons were added to this review

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.

- Cloud functionality allows all users to interact from anywhere - Reasonably priced

- Difficult initial learning curve - Search feature doesn't give results sometimes

Thank you for your feedback. Search feature should work as long as what you enter in the search field exactly matches text on the record you are looking for but we agree it could be improved. I am sorry to hear you found initial learning curve difficult and would love to hear how we can make it easier. I will reach out directly to further discuss.

I like that it's really affordable. It's also intuitive, and with time, it becomes a great time saver when it comes to managing finances.

I don't really have an issue with this software that stands out as a con.

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.

1) approval process is now instantaneous. Previous manual system could take days. 2) I like the ability to search part numbers for repeat orders by part name or supplier.

does not provide system to maintain consistent part name / number so each user conforms to common system - which leads to duplicates

Thank you for your feedback Scott. To reduce the risk of duplication the system does prevent users from creating new items that have the same Item ID as an existing item but we understand sometimes that is not enough to prevent duplication. To further reduce risk and maintain consistency in part name/number we recommend limiting which users can add new parts through roles so that only certain authorized users can add new items. I will follow-up with you directly to show you how this can be done.

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.

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.

I can attach receipts, packing slips, RFQs, etc. directly to the Purchase Order and not have to worry about lost documents. All the information is there for anyone that needs immediate access without hassle.

The search features could use a little improvement. It would be nice to be able to search on just a wildcard but does not.

The software is easy to use and the approval process is very easy. Being able to see the status of PO's is also very nice

There are two lines for entering expenses which seems redundant. It would be nice to only have one line for each expense

Thank you for your review! There should only be one line for entering expenses followed by optional accounting detail fields below which you can hide if you want. I will follow-up with you directly to make sure I understand your feedback and show you how to hide accounting detail fields and otherwise discuss how we can improve.

Its is extremely easy to use and understand. The screens are clear, clean and very simple to use. Login is very simple

Would like the complete list of PO's to come up so I don't have to scroll through long list. I can't think of another

Thank you for your feedback Jann! The complete list of PO's should come up when you are on the purchase order list page. Not sure why this is not happening for you but I will follow-up directly to help resolve.

The easiest way to access what you need.

Everybody can do changes to people. I would prefer more control.

Thank you for your feedback Rebeca! You should be able to limit who can make changes to people through user roles. I will follow-up with you to further discuss and resolve.

The email notifications are nice because it is an easy for me to know when an approval is needed from me.

I would like for the PO's to show the current spend on a project along with the current budget for a project so that I can make sure we are spending within our project budgets.

Thank you for your feedback! For budget management we recommend using "Groups" for tracking spending on projects which will allow you to run budget to actual reports for the project and set over budget alerts that warn you if you are going over budget. I will follow-up with you directly to show you how these features work and further discuss how we can improve the system.

Easy and accessible from anywhere!!!!

Email feature that remembers everything!!!

Ease of use--even in a mobile capacity.

N/A

ease of use

some of the reporting

Intuitive and easy to start using right away

If there were some very simplistic instructions or tips that would have helped with set up. We setup before many of the upgrades were made and we could not take advantage of budgets because of how we setup the purchase orders.

Many options to choose from. Able to download a PDF of the invoice or send an email directly. Client information is saved and easily accessible.

Does not have an option to apply a discount

Thank you for your feedback Danielle! To apply a discount we recommend adding an item for discounts in your item list and then selecting it in your invoices or quotes as needed. Will follow-up with you directly to further discuss and see how we can improve.