Whenever my employees go out for a business tour, I have no worries about the expense management and thanks to FreshBooks that has eradicated the need of paper work. Now I have all the receipts in well-organized form. Also while working on a certain project, I have the clear idea about the amount of time invested in certain project; in this way I can manage the budget and do some future planning for the new rates. Due to this time tracking tool I am at much ease to invest with quality. Review collected by and hosted on G2.com.
Frshbooks is going well and providing reliable services as it keeps well trained and responsive team. I never have any major problem nor did my team face any major issue. I am hopeful that it will keep on providing the its best services and I will accessing all features in smart ways. Review collected by and hosted on G2.com.
It is very reasonable in price and available in various plans too, thus it gives you freedom of selection according to your budget. I also appreciate its customer support which provides reliable services and resolve all errors in very less time. Review collected by and hosted on G2.com.
I have got rid of making new accounts for the customers, easily I enter the payments and the receipts against those clients. It is equipped with so many amazing features that I remain up to date about the progress of my employees working on a certain project as I track the changes and the project progress. Review collected by and hosted on G2.com.
Everything you ever wanted in a time management app. Industry-savvy time tracking. One-click invoicing. Customizable reports. Seamless QuickBooks integration.
I love how user friendly this program is. We recently switched from WorkBook and I don't ever want to look back because of how difficult it was. BigTime is well organized, I LOVE that I can save things or undo things in a simple click.
I'm still new to using it, but I must say one of my favorite things is probably the connection between BigTime and Quickbooks. I work a lot with Quickbooks, and the fact that things are linked and I can simply click "sync" and information transfers between the two means less duplicate entry work for me, and much less margin for error. I don't mind doing the work in any way, but this has already been incredibly helpful already in alleviating more time for the rest of my tasks.
Also, the fact that they have a live chat for customer service is amazing. And when they're not live, they'll answer you via email very quickly. That is so essential to me because sometimes I can't wait a week for an answer like I have with other programs in the past. Review collected by and hosted on G2.com.
So far I haven't found much I have disliked about the software. I will say that I wish we could customize some of the categories. It will take some time but "Activity" from our previous software means something completely different than "Activity" in BigTime. I think it will just take a little time to get used to it, but eventually we will get the differences down. Review collected by and hosted on G2.com.
Give it a try! You never know if you like something until you give it a chance. I'm sure there are lots of great programs out there, but this one I definitely recommend already, and we haven't even been using it that long! Review collected by and hosted on G2.com.
The biggest problem I think that has been solved for my workday is probably the amount of time I save on being able to sync things between BigTime and Quickbooks. I feel like I used to waste so much time because I was having to manually enter in data to Quickbooks AND to our old program. I have a lot more time to work on my other tasks now that I'm not doing double duty. Review collected by and hosted on G2.com.
We have used the Visitor registration part of Envoy for many years, the simplicity of configuration and deployment is fantastic. Capturing visitor information both in advance and when someone turns up at our door has been amazing. We have since move on to using Protect and Desks to help throughout the Covid-19 pandemic, this has been an incredibly useful addition to the current suite, our assessment so far has been positive. This will come into it's own as more staff return to the office ensuring they feel confident that attendance is being managed efficiently. Review collected by and hosted on G2.com.
Nothing to dislike, just some feature requests on the new Protect and Desks functionality. Review collected by and hosted on G2.com.
If you are seriously considering managing visitors or having staff register for health and safety purposes, you should definitely get a trial of this software and test for yourself. Review collected by and hosted on G2.com.
The visitor attendance was always introduced for exactly that purpose, it looks good and functions well. The latest functionality of Protect and Desks has certainly ensured there is a confidence from staff as we head into uncertain times. Review collected by and hosted on G2.com.
- Stampli's invoice approval process has made our AP team's lives a million times easier! We used to spend so much time tracking down invoices, naming and coding them, manually emailing each one out for approval, tracking the invoices until we get an approval back, then manually saving and merging each approval to its matching invoice, before we were ever even able to begin keying the invoices into our system. Stampli has reformed this process completely! We now just forward our invoices to Stampli, then our AP team goes in, codes each invoice (which Stampli does half of this for us), selects the approvers it needs to go to, then sends. Once the invoice has been approved by all approvers, it shows up in our Approved Invoices tab, where we can easily authorize it for payment and then export it out to our financial system.
- Stampli’s duplicate invoice detection has also cut out a ton of extra work we were doing, as previously, we would often receive duplicate invoices, go through the entire approval process, then try to key the invoices into our financial system and find out that they have already been keyed or paid… Stampli now tells us right when we are coding the invoices whether they are a duplicate or not.
- We love that we are able to see all communications between everyone who has touched the invoice, all in one central location with Stampli’s Communications Hub. This makes it much easier to know where an invoice is at in the process, without having a million separate emails going around.
- Our GM’s like that they now have easier access to viewing their store’s invoices, rather than having to keep requesting copies from us.
- Our DM’s also like that they are easily able to run a Pending Approval search to see which of their GM’s still have invoices open, that way they can keep them on track. This is a big plus for our AP team as well, as this has significantly cut the time and effort we have had to put into getting approvals back in a timely manner.
- Stampli’s customer support has been top notch overall. Our customer rep, Eric Juco, has truly been a godsend. He is prompt and quick to reply. He answers every question we ask, and we have asked many, in detail and provides examples. After going through demos with 3 other companies that had decent products, but shotty customer service, Stampli has definitely been a breath of fresh air. Review collected by and hosted on G2.com.
While most of our feedback regarding this product is positive, there are a few negatives to consider:
- Only AP Personnel are able to use the Comment feature to make comments on invoices. The only way Approvers are able to comment on an invoice is for them to click Approve, Reject, Request a Field Update or to use the Ask a Question feature, then type the comment in the field below. This is really not optimal, as most of the time, the approver does not want to do any of those things, they just want to add a comment.
- When invoice copies are downloaded in bulk from Stampli, which we have been doing each week, only the invoices will download, not any of the communications or approvals attached to each invoice.
- We wish we were able to give our department head’s (approvers) permissions to edit GL coding, without giving all approvers these permissions. Currently, there is only the option to either give everyone GL coding permissions or to only give AP Personnel GL coding permissions.
- I have heard numerous comments throughout our company about wanting the invoice view to be a bit bigger, although most agree that the magnifying tools do make up for this.
- Only PDF files can be forwarded to Stampli. All other files types must be converted to PDF before being sent. Review collected by and hosted on G2.com.
- Streamlining our AP Invoice Approval Process.
- Reducing time spent on manual tasks.
- Reducing manual data entry.
- Reducing the amount of time it takes invoices to get approved and paid. Review collected by and hosted on G2.com.
I can keep track of all my different clients in one platform, have a standard template to send out to them for payment, and keep track of all my payments that come in. I like the dashboard that shows me monthly and yearly how much income I have brought in. Review collected by and hosted on G2.com.
The price. I feel it is a little high for what I get. Would like to see a smaller fee if I don't need all the features. Review collected by and hosted on G2.com.
The platform is easy to use and user friendly. My clients get an email and invoice very easily. Review collected by and hosted on G2.com.
Keeping track of all my clients and what I need to bill out every month. Review collected by and hosted on G2.com.
I've been using Quickbooks for my content marketing business for the past 3 years. It's intuitive, easy to understand, and helps me stay on top of my business income, expenses, and estimated taxes. I really appreciate the fact that it estimates my quarterly tax payments. Saves me a lot of time every quarter. It's very simple to categorize my expenses. And I love the invoicing feature. I can also upload all my information straight to my tax software, which is a huge plus come tax season. Review collected by and hosted on G2.com.
A couple downsides: the estimated tax payments tend to skew too big every quarter. I appreciate the fact that they are not too small, but I wish they were more accurate. Also wish that the software could give me an estimation for state taxes — I have to do this manually myself. I also recently ran into an issue where I was locked out of my QB account for no reason and had to pay for a subscription to get back in. That was a pain. Review collected by and hosted on G2.com.
QuickBooks saves me a lot of wasted time that I previously spent doing manual calculations. It saves me from underpaying on my taxes. And, it helps me to send out my invoices on time every month, since the process is as easy as clicking a couple of buttons Review collected by and hosted on G2.com.
The ease of use. Especially, in a fire drill. I can just pick it up and take it outside to the Assembly Point. The SwipedOn support staff are more than happy to help and resolve any issues very quickly.
We have a lot of visitors to school who compliment and are impressed by our system. We have also recommended this system to other schools in out Local Authority who have been ore than happy with SwipedOn. Review collected by and hosted on G2.com.
One recommendation hower would be be, it would be handy if the administrator could alter sign in/out times of staff as some staff forget to sign in and out at they leave the building.
One dislike is that SwipedOn signs people out when you mark them as "safe" in an evacuation. In school, staff go to their own classrooms and in their own doors so they cant pass through reception and sign back in as they would in any other building. It's quite time consuming to sit and sign in each member of staff and to remember which staff were in school is a little risky. Review collected by and hosted on G2.com.
You will not regret it, it takes pressures off reception staff (evacuation and archiving) you can focus on the more important things. Visitors love it and you can design it to match your reception (colour, branding, logo) Review collected by and hosted on G2.com.
We are a school so safeguarding is paramount. We are able to see who is in school at a quick glance and the photograph feature is amazing! We also no longer have to archive old records which takes up space.
Before SwipedOn we would have to take two seperate folders to the assembly point (visitor and staff) this eliminates that and the iPad is lightweight and far easier to handle. It has also improved out evacuation time as we can identify visitors by their face picture. Review collected by and hosted on G2.com.
Visitor management at its best. Handles everything from scheduled visit to a newcomer. It even includes package delivery.
It has been a few times I had to reach out for support but it seems they are always available. You can get a quick reply for your inquires with a solution. Online Support has never let me down. And if I reached out for support is not because something is wrong with Proxyclick (because it has never stopped working) but because I wanted to do something new or different I wasn’t doing before. They guide you step by step until you complete your task.
Billing is also an ease. We receive our invoice the same date every month with all detailed info we need to process payment (from correct address to PO number and any other special request we do). AP have never had an issue with billing.
Running on iOS also provides a great experience, many people may be Android fans but iPad really shines when using Proxyclick. Get a stand for your iPad and Proxyclick will change the way your reception counter looks. It will be neatly organized. And being so self explanatory you won’t require an extra person to help register a visitor. Review collected by and hosted on G2.com.
It seems to have everything I need so at this moment I’m still looking for something I don’t like. Review collected by and hosted on G2.com.
Using Proxyclick to manage visitors have changed not only the way we used to do it. It has a great impact with all visitors. Being able to register themselves and get a badge with their picture is really professional and getting rid of the old book where everyone had to sign was wonderful.
It allows you for screen customization, several language options and easier registration for returning visitors.
Proxyclick shows how many visitors are inside the premises in an emergency situation at any time, allowing to look for someone who’s not present during an evacuation.
And with connectors and web hooks you can improve even more, like using Skype to let people know they have a visitor. Review collected by and hosted on G2.com.
Easy to use and set up. THe customer service has been excellent. Response time to questions is very quick. Review collected by and hosted on G2.com.
I haven't really found anything that I dislike yet but I have only been using it for a few months, Review collected by and hosted on G2.com.
Tracking the people attending programs at the organization. Compiling reports on attendance for monthly board reports. Review collected by and hosted on G2.com.
Easy to set up and very intuitive to use. Review collected by and hosted on G2.com.
Some minor features such as reporting items and ability for tech to save inspection while performing the inspection. Review collected by and hosted on G2.com.
We started our business using Mitchell but came to realize that sales tax would randomly be wrong or not charged at all which they could never fix after hours on hold and waiting for tech support. We then changed to RO Writer and used them for about 8 years and that worked ok with exception of many hours of set up and it was windows based. Had to upgrade and then started having lots of problems and the support went downhill. Tekmetric was easy to get set up for our go live date and since going live their support team is awesome. First and second week lots of support chats got us going in the right direction with things. One thing I would say is make sure you take the time to get EVERYTHING set up before going live. We only had to make some minor setting adjustments and now it's working really good. Review collected by and hosted on G2.com.
Saving $$$ monthly by having a POS and DVI in one product. Better more efficient work flow. Review collected by and hosted on G2.com.
Cloud Professional Services Automation software for small-to-medium sized businesses. Includes fully-integrated Project Management, Collaboration, Time Tracking, Expense Manag
The ease with which it integrates quotes, timesheets, expenses and invoicing Review collected by and hosted on G2.com.
I think the quote feature might need some improvement. I want to introduce solar companies to Avaza but I don't think the users will be able to generate accurate quotes using Avaza alone. Some calculation fields to in the quotes section will be helpful. Review collected by and hosted on G2.com.
Organizing my business. Before using Avaza I was disorganized, but Avaza being so intuitive and easy to use is helping me be more organized. I can easily keep track of all my timesheets, invoices and expenses. Review collected by and hosted on G2.com.
The best feature for me in CORE is the ability to export to a CSV report and manipulate the data as I wish.
Another nice and updated feature is the ability to run invoices with various projects included and to be able to combine them all in one area. Being able to see my final number on one sheet is nice. I like that there is a team always available to help and that I am able to request specific persons for assistance. Review collected by and hosted on G2.com.
Since CORE updated the batch invoice to now show all of the data without having to wait for it to "think" (which has caused a lot of errors in the past), is a very good updated feature. Review collected by and hosted on G2.com.
CORE has helped on the time it took to gather data and build our monthly summary invoice. Now, data is entered throughout the month and then gathered into a final bath invoice. Its also nice to be able to tweak data when necessary and to do preliminary checks and reports prior to the final invoice creation. Review collected by and hosted on G2.com.
SaaSOptics delivers a subscription management platform that provides subscription billing, revenue recognition and robust subscription analytics.
The flexibility of the system is amazing - they have thought about what a SaaS company needs. Some of our metrics are non-standard and SaaSOptics is able to accommodate them out of the box. Also, their pre-implementation training tools are a great primer into the system and their implementation and support people are excellent. Review collected by and hosted on G2.com.
The user experience could use some work - screen layouts and navigation make the system more challenging to use than it needs to be. Review collected by and hosted on G2.com.
SaaSOptics is a system that takes some time and patience to implement, it isn't a click-and-go application. Make sure you treat it like a project, dedicate appropriate resources to the training, do your homework, and keep at it - it's worth the work. Review collected by and hosted on G2.com.
We are using SaaSOptics for revenue recognition (ASC 606) / deferred revenue, billing, and dunning. We used to have a home-grown system that I was about 75% confident in the information (rev rec and total ARR) that I was getting and the billing process took a bit of manual manipulation. With SaaSOptics, I now have 95%+ confidence with the information coming out (only because I'm still learning the reporting capabilities) and we've just finished our first month close with the system. Review collected by and hosted on G2.com.
I'm able to track my time easily for multiple projects and customers. Just a click of a button on my phone or laptop starts and stops the timer. The great thing about Zoho Invoice is it can be used on your laptop and/or phone. On mobile, you can add customers, log time, create invoices, and record expenses, among other features.
The reporting is great, as well. You'll get a quick look at who owes you money, and for which projects. I'm an individual consultant. The invoices, reporting, and portals I'm able to provide portray a professional, polished image, which meshes well with the quality of service I provide. Review collected by and hosted on G2.com.
The tools to transfer paid funds to my bank account took a little while to figure out, and choose the ones which worked best for me, but once I got it all set up, it worked seamlessly. Really, that's the only negative I've had, so far. In the past, I had produced an Invoice on my own, and tracked time separately, so I wasn't set up for credit cards. It's great I can now give that option for payment. Review collected by and hosted on G2.com.
If you're looking for a scalable solution, with flexibility to conform to the way you're doing business, I'd say give Zoho Invoice a look. I'm an individual consultant, and it works great for me. I'm able to brand my invoices, send reports, and give customers access to a client portal, so they can see what has been invoiced, when it's due, as well as see the time I'm logging.
In addition, you can give your customers multiple ways to pay, depending on what you set up. You can use credit card, PayPal, ACH. There are admin options I'm not using, as an individual consultant, but you can give users access to log time, etc., while giving admin access only to principals. Review collected by and hosted on G2.com.
I really needed a good tool to track my time and invoice customers. I need to be able to produce time cards for backup, when needed, and to invoice customers. After invoicing, I need to track when funds should be arriving, and be able to send reminders to pay.
I've used Quickbooks and other tools in the past, but they were either to large and had too high an entry point, or they didn't do all the things I needed. Zoho Invoice has saved me a few times. For example, I had one customer who was disputing the time put into a project, and the work completed. I was able to produce reports which showed exactly when I worked on a project, for how long, and tie that to the end product. Once the customer saw the complete package I produced, they were satisfied with my record keeping, and paid my invoice. Review collected by and hosted on G2.com.
I absolutely love our switch from Quickbooks to Wave! Its a waaaay easier user friendly platform, much more aesthetically pleasing to the eye, and the best part: ITS FREE! I shaved off a major annual expense by making the switch to Wave. Review collected by and hosted on G2.com.
Wave truly is a fantastic platform, however the reports could be a little easier to navigate. Sometimes I am looking to run a report for ONE aspect of my business, whether that be an item or expense account, and finding a singular category can be a bit round about. They exist but they aren't easy to find. The account consolidation feature could also use a few improvements.....I admit I am not great at consolidation but many times I just want to erase and start from square one....at I can't just reset everything. Review collected by and hosted on G2.com.
If you are a brand new business owner, don't be afraid to track your own expenses and do your accounting because Wave makes it not only possible, but simple! Plus they have easy mobile apps to help with your needs on the go. Quickbooks is not the only answer and is probably more complex than what you actually need for your business. And if you feel as if you're in over your head, Youtube tutorials are your friend! Or you could hire one of their accountants available through the website. Review collected by and hosted on G2.com.
Wave helps me solve the biggest business problem of all: tracking our finances! My business is very small and they need for an accountant isn't really necessary, which means the responsibility falls on my shoulders. As someone who is the farthest thing from an accountant, Wave has made tracking our finances a piece of cake. Accounting is still NOT my favorite thing to do BUT at least I don't dread it anymore, like I used to with Quickbooks. Its just simple and I love that. Review collected by and hosted on G2.com.
Bill.com allows my clients to create free Bill.com bill payment account to pay me electronically without paying any bank fees. I do use Bill.com for AP which they are famous for. I don't have to say much about how great Bill.com as a payment tool. The fact that Bill.com sync flawlessly with QuickBooks Online also saves me time and reduce errors. Review collected by and hosted on G2.com.
There are limitations in AR module. For example, I cannot sync 90+ days old open invoices from QuickBooks Online to Bill.com. Review collected by and hosted on G2.com.
AP is quite easy to setup. It does take time to setup AR. Once AP & AR are setup, Bill.com will save you hours, which easily pay for $69/month of Corporate Plan. Review collected by and hosted on G2.com.
Bill.com solves my AR problem by letting my clients login to Bill.com to see open invoices and pay easily. Bill.com is much better than traditional epayment because traditional epayment models don't match up the invoices. With Bill.com, payments are match directly with invoices and update QuickBooks Online directly.
Bill.com solves my AP problems by letting me to drag/drop PDF bills so I don't need to enter the bills manually. The benefits are time saving and less errors. Review collected by and hosted on G2.com.
Zipbooks is a great tool for accounting. It saves you a lot of time, which you can then use for value adding activities. Automatizing invoice creation is really simple, you can track your staffers and much more. The price of the software is more than okay, you get a lot of software for small money. If the well written documentation cannot help you, the customer service is really great and eager to guide you through every problem you encounter. Also they offer a reviewing system for customers, which is helpful to further improve our service. Review collected by and hosted on G2.com.
You will certainly notice that the software is mainly for US customers. You can only add American bank accounts, which is a pity since we are not situated in the united states. I hope they will improve and support other countries as well. Review collected by and hosted on G2.com.
Time tracking of staff, creating automatic invoicing, having a review system for customers, and much more. The program helped us since we do not have to spend that much time for the accounting part in our business. Review collected by and hosted on G2.com.
The ease of creating invoices from the service orders is so effortless. There is less double entry from our prior paper service orders. Our techs can add parts right to the service orders as they pull them off the shelf. Customer ordered parts are better tracked and we have a better PO system for receiving parts. Customer service/IT is great to deal with when troubles occur. Service techs spend less time writing up descriptions and getting paperwork done. Review collected by and hosted on G2.com.
When integrating data to Quick-books and making corrections to invoices, payments and bills, edits/deletions have to be done in both programs separately and do not automatically change. Review collected by and hosted on G2.com.
More of our inventory is accounted for when billing out projects and service orders. Many things often weren't billed out because we did all things through paper copies before Fullbay. The ease of adding parts to service orders on all sides, tech & service writer is simple and allows for better control of inventory and accounting that all parts got placed on the correct invoice. Review collected by and hosted on G2.com.