Spendwise Reviews - Page 2

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.

It allowed us to keep vendors saved for future use. We were able to reference different orders to the PO numbers. It allowed us to continue to reference old PO's to see what transaction happened that had taken place before our hire.

The search engine was very specific. If we were looking for drawstring bags and it was entered in as draw string bags the search field wouldn't find it. I wish that a bit more information about the order would appear in the list screen. We would place multiple orders in a day from the same vendor. If we were searching for a particular item but the search feature didn't pull it up we would have to search through the many PO's from that particular vendor click in and closing out each one until we find the right one. Where if there was a column that showed the notes or possibly 1 line item in the PO that would help find things quicker.

Thank you for your feedback Brittney. Agree that we need to improve search functionality and it is on our "to do" list.

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 ease in the use of the software. Several fields can be populated by typing the first letters of a vendor's name. The item numbers also can be populated with the first few letters on the company's item numbers.

There was an update to the software a few months ago. There was no training on the changes to the software. It was difficult to determine where items needed to go. It took sometime to figure this out.

Thank you for your review. We agree that we could have done a better job of communicating the updates we made to our user interface a couple of months ago. We don't plan to make any other significant changes to our user interface but will be sure to better communicate any changes going forward.

OfficeWise is pretty easy to use, even if you aren't familiar with their UI. Everything is in the right place and has solid basic functionality.

Would like the ability to close multiple POs at once. No native support for Invoices to come through the system.

Thank you for your feedback. To close multiple POs at once please complete the following steps: 1) Log in to your account, 2) Click Purchase orders in left menu, 3) Check box to left of purchase orders you want to close, 4) Click on More button at top of page, and 5) Click Close in dropdown. Not exactly sure what you mean by no native support for invoices to come through the system but will follow-up with you to see if we can come up with a solution.

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.

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.

This software took our company from a convoluted excel based system to an organized and easy to use software platform that we love.

This software lacks a few features that would be helpful but overall not critical. Being able to track lead times, order numbers, and being able to pull that list by project would be very helpful. The software would also benefit from being able to communicate with other software systems, like quickbooks.

Thank you for your feedback Clint. The system does include order numbers and tags which are often used for project spend tracking and I have some ideas on how you can use due dates and other features to track lead times. I will follow-up with you directly to further discuss and see how we can improve. As for communicating with other software systems I agree that we can do better and it is on our "to do" list. For now I am wondering if our data import/export features can help you get you what you need and will follow-up with you to review.

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.

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 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.

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.

I can use it on my phone. Invorty can be tracked when used right

Not being able to delete items that were used or Duplicates

Thank you for your feedback Gary. If an item is not used in any transactions you should be able to delete and if it is used in a transaction you can make it inactive so it no longer shows up in dropdowns etc. Allowing users the ability to change items from non-inventory is something we have considered in the past and will revisit based on feedback from you and others. I agree we need a mobile app and we have plans for this. I like your idea about different pricing on items and will follow-up with you to further discuss.

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

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

Thank you for your feedback. To close multiple POs at once please complete the following steps: 1) Log in to your account, 2) Click Purchase orders in left menu, 3) Check box to left of purchase orders you want to close, 4) Click on More button at top of page, and 5) Click Close in dropdown. Not exactly sure what you mean by no native support for invoices to come through the system but will follow-up with you to see if we can come up with a solution.

Simple interface and keeps track of everything. The line item memos are great for justifying purchases. New Items can be created on the fly.

A large amount of our ordering is random one off items from places like amazon or eBay, I would like better support for these types of purchases. It would be great if we could put in tracking numbers to know when orders will come in.

Thank you for your feedback! Agree we can improve on how our system works with other systems and will share your comments with the development team. For tracking numbers we recommend using the History & Notes feature where you can post a note with a link to tracking information. Hope this helps.

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

No cons were added to this review

The fact that we can search key words for previous POs that have been created.

Not much that I don't like! Once in a while it won't let me delete the top row on purchase orders when I add one too many lines, but that isn't really any issue.

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.

I like that you can run reports and export them into excel. It's a great first step in gaining approvals and organizing ourselves.

I wish there were more report functions for purchase orders. Also it would be nice to edit a purchase order without having to resubmit them. Also wish we could delete a PO.

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.

Office wise is easy to use and fairly intuitive for the most part. the page is smooth and rarely gets hung up or has timeout issues.

The PO can be a little glitchy when adding multiple line items at the same time, it creates a weird overlap on the job number field.

Thank you for your feedback Kolby! We have not been able to replicate the issue you mention on our end and have not received any other reports of this issue so it might have something to do with the settings on your computer. I will follow-up with you directly to further discuss and help resolve.