Receipt Design Software

Typically, Receipt Design is a capability of a variety of other G2 Software categories. See more below to select the

best Receipt Design Software.

Expensify

Expensify

(2,634)4.3 out of 5

Expensify

(2,634)4.3 out of 5

Import expenses directly from a credit card to create free expense reports quickly with Expensify. Approve reports online and reimburse directly to a checking account with on

Top Receipt Design Software Result from Expense Management


“Really great app for work trips and easy to use”
What do you like best?

The ability to link cards to the app and take pictures of the receipts makes reimbursement or logging expenses extremely easy. The chat help within the tool is also great! I've reached out a couple times to help understand how to split receipts or what to do when it encountered an error. Everyone I chatted with was extremely friendly and helpful. Review collected by and hosted on G2.com.

What do you dislike?

I honestly can't think of anything I do not like about expesify. Everything has been amazing. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

When I go on business trips I use expensify to track all my purchases like airfare, food, hotel, travel to and from the airport. This is a great tool to monitor what is spent and easily share with our financing team. It also really helps when going on outtings with coworkers as we don't have to worry about splitting bills or ensuring things are approved since we can attach our company card Review collected by and hosted on G2.com.

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Pleo

Pleo

(393)4.9 out of 5

Pleo

(393)4.9 out of 5

Pleo offers smart payment cards for employees enabling them to buy the things they need for work, all while keeping the companies in control of spending.

Top Receipt Design Software Result from Expense Management


“Very easy to use -- best system I have used”
What do you like best?

From a company point of view it gives us complete visibility on our expenses in real time, rather than waiting until month end for them all to come in at once.

The staff members find it easy to use and snap a photo using the app - they quickly get into the habit of snapping the receipts immediately Review collected by and hosted on G2.com.

What do you dislike?

Very little to dislike about it - the admin process is straight forward, the software is intuitive - I would thoroughly recommend Pleo Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Problems we have solved are having a team of tech entrepreneurs centralise their expense system

The limits on spending and credit have also instilled a process into cost control Review collected by and hosted on G2.com.

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FreshBooks

FreshBooks

(600)4.6 out of 5

FreshBooks

(600)4.6 out of 5

A fast way to invoice clients, track time & run your small business in the cloud. Join all of FreshBooks users who are making billing painless. Try it Free!

Top Receipt Design Software Result from Accounting

Also listed in Billing


“Managing finance is not a big deal with Freshbooks”
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

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TripActions

TripActions

(3,027)4.7 out of 5

TripActions

(3,027)4.7 out of 5

TripActions is an end-to-end corporate and business travel management platform.

Top Receipt Design Software Result from Travel Management

Also listed in Expense Management


“Easy of use & customer service - unrivalled”
What do you like best?

The flow from search-to browse-to book is as simple as it sounds. Customer service has been exceptional. I have heard a similar feedback from fellow colleagues who are somewhat of power users of TripActions. The experience is similar on both Web & Mobile which is also rare. If we have to compare times spent to complete trip bookings on this platform, to other similar services, it feels like the required steps are less. This again gives you the feeling of time saved. Review collected by and hosted on G2.com.

What do you dislike?

I cannot identify a dislike in any of the functionality of the platform. There was just one occasion when I couldn't book a specific property, but I believe the issue was not with TripActions, but with other platforms where the data is gathered before being displayed on trip actions. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Planning a trip literally takes me minutes. That's exactly what I need when dealing with corporate related travels. I don't have to search for any trip data in my emails, I have everything ready in the app, which is again less hassle. Review collected by and hosted on G2.com.

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Certify is a cloud-based travel and expense report management solution for companies of all sizes.

Top Receipt Design Software Result from Expense Management

Also listed in Purchasing, Travel Management


“Very Functional and Helpful Tool”
What do you like best?

I like that the Certify Expense reports have many different options in the Details column for substantiation of the expense. The employees we have in the company are in many different states, so this helps narrow down which branch location the expense should be coded to and the customers/employees/attendees they were with for the expense. The "Category" column is also very helpful for pulling reports on how much the company has spent in a month or year. The approval tiers for the reports after they are submitted are another plus, as this allows reports to be rejected when they are not accurate enough to supervisors before coming to the Accounting Department to review. Also, receipts are easily attached via sending from email or uploading on Certify Wallet, as this is a simple view when reviewing/analyzing reports. Review collected by and hosted on G2.com.

What do you dislike?

I do not really like that I cannot edit an expense if an inquiry question has been sent/created. It will only allow me to change it once the employee responds to the inquiry, but most of the time they do not and it may take time. Although we ask for more detail, we cannot update the Branch or Category until they respond back or the inquiry question is deleted. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Certify Reports help solve our company's questions of "which branch/location does this get charged/coded?" This is very important to our company since profit sharing is a main benefit for the employees. We need to ensure we code, especially higher-priced items, accurately due to decreasing profit sharing based on Sales/Business Managers' spending. This has benefited our company by being more precise in our coding to branches and accounts on our books, which increase our profit sharing per employee and decreasing the Accounting Department's time and energy each month we review these reports. I have heard of the previous process for coding credit card statements and it was very detailed and difficult to keep all the receipts together physically rather than through an online website. Review collected by and hosted on G2.com.

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BigTime

BigTime

(903)4.5 out of 5

BigTime

(903)4.5 out of 5

Everything you ever wanted in a time management app. Industry-savvy time tracking. One-click invoicing. Customizable reports. Seamless QuickBooks integration.

Top Receipt Design Software Result from Professional Services Automation

Also listed in Expense Management, Billing, Time Tracking, Project Management


“BigTime is the Way to Go”
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

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Fyle

Fyle

(561)4.6 out of 5

Fyle

(561)4.6 out of 5

Fyle is an intelligent expense management platform for businesses and individuals.

Top Receipt Design Software Result from Expense Management

Also listed in Mileage Tracking


“Most User friendly and time saving App for salaried employees ”
What do you like best?

Easy way of tracking mileage, claim process. Also, we can easily find out the transactions which are not included in company policies.

Also, we can upload all king of claim bills, it helps to co-ordinate with finance people who are working in other location.

We can find out the process of approval and checking. Its very easy to run the app on mobile, it saves our office time. We can submit our claim without hampering our office duty.

All the policies are automatically adjusted on the app, anyone can easily identify where they have to claim mileage or mobile bill. Also, policies are mentioned in policies column for reference. Flag option give us idea that already we cross the maximum limit of amount we can claim for that transaction. Every month claims are saved in the drive. Its give clear picture of reimbursement receive for the full time of my employment. It also save waste of papers, because, we doesn't require any thing in hard copy. Previously we have to take every print out and sent to HO for approval, It also, involve cost of courier. Now, the app save time as well as cost. Review collected by and hosted on G2.com.

What do you dislike?

Its not select frequently used starting point automatically. Need to more focus on area specification. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Its the most user friendly and time saving application for claiming expanses. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

1) Actual Mileage calculation

2) Proper claim for reimbursement

3) Easily identify the claims which are not covered under company policy

4) Bill are uploaded and saved in drive. So, easy to find out if reuired. Review collected by and hosted on G2.com.

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Real-time employee expense management & reimbursement

Top Receipt Design Software Result from Expense Management

Also listed in Travel Management


“love, Love, LOVE Abacus!!!!!”
What do you like best?

We have about 100 users signed up on the Abacus platform.

From real time submission of expenses to real time admin changes this online software has been very easy to use for our end users and accounting team. Additionally, our field and sales employees have found the Abacus app and desktop version very easy to use so much so we get compliments for haven chosen the software monthly. But the compliment really goes to Abacus for having created such an AWESOME software.

Our previous program would only allow users to submit one report with a months worth of transactions on it after a month had ended. Abacus allows transactions to be submitted and approved throughout the month. From an Accounting standpoint this has given us valuable month-end closing time back in addition to cutting down the time it take to code our credit card statement. Coding of said statement has gone from 4-6 hours a month to 1 hour and that hour includes identifying who has not submitted all the transactions needed.

Lastly, implementation seemed too easy to be true but it was just as easy as they told us it would be. I'm in love <3 in a nerd kind of way. The end. Review collected by and hosted on G2.com.

What do you dislike?

Customer service is great on top of everything so there are no dislikes in my book. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking of receipts electronically for auditing purposes without taking up a lot of time from our employees. Review collected by and hosted on G2.com.

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Stampli

Stampli

(108)4.8 out of 5

Stampli

(108)4.8 out of 5

Stampli is an interactive invoice management software that makes the Accounts Payable process fast and easy. It is a scalable solution that streamlines approvals across depart

Top Receipt Design Software Result from AP Automation

Also listed in Billing, Invoice Management


“Great Product! Best Customer Service!”
What do you like best?

- 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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

- 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.

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SAP Concur

SAP Concur

(5,328)4.0 out of 5

SAP Concur

(5,328)4.0 out of 5

SAP Concur solutions simplify expense, travel, and invoice management for greater visibility and control.

Top Receipt Design Software Result from Expense Management

Also listed in Travel Management, Invoice Management


“I definitely recommend SAP Concur”
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Invoiced

Invoiced

(184)4.6 out of 5

Invoiced

(184)4.6 out of 5

Invoiced is a cloud-based system for helping small and mid-sized businesses automate accounts receivable. Finance and accounting teams can completely customize the solution to

Top Receipt Design Software Result from AR Automation

Also listed in Billing


“Invoiced has made invoicing fun again”
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

Keeping track of all my clients and what I need to bill out every month. Review collected by and hosted on G2.com.

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Quickbooks Desktop Pro. Organize all your business finances in one place. Track your money, import from your bank, and always be ready for taxes. It's accounting software mad

Top Receipt Design Software Result from Accounting

Also listed in Billing, Payroll


“Great accounting software for small business”
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

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Zoho Expense

Zoho Expense

(636)4.5 out of 5

Zoho Expense

(636)4.5 out of 5

Expense reporting doesn't have to be painful. Zoho Expense is a perk for employees, managers, and finance teams!

Top Receipt Design Software Result from Expense Management

Also listed in Mileage Tracking


“ZOHO EXPENSE REVIEW”
What do you like best?

It helps in expense tracking in a very easy and effiecient way. The expense tracking helps with if the expenses were approved, rejected or needs attention. Review collected by and hosted on G2.com.

What do you dislike?

The pricing could be expensive for managing some simple things Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Helps in colloborating in real time Review collected by and hosted on G2.com.

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Webexpenses

Webexpenses

(433)4.5 out of 5

Webexpenses

(433)4.5 out of 5

Webexpenses is a global provider of expense management software designed to turn a complex, manual process into an efficient, automated one.

Top Receipt Design Software Result from Expense Management

Also listed in Invoice Management, Travel Management


“Great system, intuitive app & browser tool for End user”
What do you like best?

The OCR reciept feature, that allows quick on the move reciept upload. This allows photos to be taken very quickly that upload and automatically fill certain fields in an expense claim. This has allowed me to go paperless on expenses, which working from home is a neccesary feature.

Being able to email reciepts directly to the app, which are then added to your account, makes the new trend in paperless reciepts, easy to make the most of.

The multiple platform apps and bowsres makes it easy to use whereever I am, what ever equipment I am using.

The graphical interface is pleaseing, and the original download & install of the software is easy to perform.

The customer support we have on the system is great, and though I have not used it alot, the times I have it has been pleasent, efficient, quick and helpful. Review collected by and hosted on G2.com.

What do you dislike?

The in-ability to process all file types when enailing a reciept directly to your account. Some of the wording on the app is also initially confusing, but easy when you know what it means. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great end user experience, allowing paperless use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

On the move expense reciept processing. Paperless. I am able to process a reciept immeadiatley after purchase, which means I am not at risk of losing paperwork.

This also allows for my expense calim to be approved by my line manager, whilst they are also on the move, which speeds up the process . Review collected by and hosted on G2.com.

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Ramp

Ramp

(45)5.0 out of 5

Ramp

(45)5.0 out of 5

Ramp is the corporate card and spend management platform that helps companies of all sizes to accelerate growth without compromising on their finances. With our best in class

Top Receipt Design Software Result from Spend Management

Also listed in Expense Management


“Insanely well made, flexible, and user-friendly - an absolute pleasure”
What do you like best?

Our folks can get receipts to Ramp via a wide variety of channels (email reply, email forward, text message, etc.), which means it works with everyone's workflows.

They can also easily pick cards and we can tailor cards to their specific use cases, which means that it's easier to empower teams and employees.

It integrates seamlessly with QBO.

It allows multiple roles, so our bookkeepers can have and manage their own views.

The ability to set up one-off cards for, for example, employee hardware payments, in a few short clicks - entirely tailoring the amount, payment lock off, etc. Review collected by and hosted on G2.com.

What do you dislike?

Nothing - I'm looking forward to Ramp taking its product development techniques to solve even more internal payment problems! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Employee / team payments / card access - dramatically democratizes who can pay for things, without requiring a lot of customization or management / Ops work

Invoice / bill / receipt collection - totally outsourced to Ramp, we never have to think about it

Payment integration with book keeping - fine-grained, user-friendly QBO integration is a pleasure, and our bookkeepers get their own Ramp roles which simplifies things massively Review collected by and hosted on G2.com.

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Receipt Bank

Receipt Bank

(207)4.7 out of 5

Receipt Bank

(207)4.7 out of 5

Collect your financial transactions instantly, with no chasing and no data entry. Join leading accountants and bookkeepers who use Receipt Bank to save time, increase profit a

Top Receipt Design Software Result from Expense Management

Also listed in Accounting Practice Management


“Receipt Management for Peace of Mind”
What do you like best?

Each user can have their own email-in address, the software reads the receipts by itself to make entry very quick, items sync into accounting systems even after the transaction has been reconciled, and there's a report that shows missing receipts for transactions in the accounting system. There are also integrations into other systems to reimburse expenses to employees with the ability to create expenses reports. Review collected by and hosted on G2.com.

What do you dislike?

NA - Receiptbank helps to verify information for accounting recordkeeping. It is a very simple to use receipt management system. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Recordkeeping of receipts for the IRS to ensure a smooth audit

Accounting integration sync that can match to bank transactions, push to the bank account as unreconciled transactions, or push as unpaid AP

Searchable history to lookup historical transactions by vendor, amount, etc

Multiple user login to track who uploaded what via a paper trail

Report showing missing receipts so that these can be requested Review collected by and hosted on G2.com.

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Avaza

Avaza

(225)4.5 out of 5

Avaza

(225)4.5 out of 5

Cloud Professional Services Automation software for small-to-medium sized businesses. Includes fully-integrated Project Management, Collaboration, Time Tracking, Expense Manag

Top Receipt Design Software Result from Project Management

Also listed in Billing, Professional Services Automation, Project Cost Management


“Avaza is very intuitive, easy to use and fast to set up”
What do you like best?

The ease with which it integrates quotes, timesheets, expenses and invoicing Review collected by and hosted on G2.com.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

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Core

Core

(43)4.5 out of 5

Core

(43)4.5 out of 5

Core is an intelligent time tracking, project management, billing and accounting solution designed to help you increase performance through efficiency, streamlined processes a

Top Receipt Design Software Result from Work Management

Also listed in Billing, Expense Management, Time Tracking


“Core has made our time & expense and billing breeze”
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

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Paylocity

Paylocity

(1,544)4.5 out of 5

Paylocity

(1,544)4.5 out of 5

Paylocity’s comprehensive product suite delivers a unified platform for professionals to make strategic decisions in the areas of benefits, core HR, payroll, talent, and workf

Top Receipt Design Software Result from Payroll

Also listed in Workforce Management, Human Resource Management Systems, Performance Management, Core HR, Expense Management


“Human Resources Perspective on Paylocity”
What do you like best?

As a Human Resources employee, I found that Paylocity has simplified my role through multiple different modules. I find that the search tool through HR & Payroll is easy to use when I need to quickly lookup an employee's profile/salary/and direct reports. A feature that I also enjoy is the customization of forms for example in Performance Management. It enabled our organization to edit the forms that adapted to the paper forms that we previously used. The best feature within Performance Management is the filter and the dashboard. I find it very helpful when an employee needs a status update and I am able to quickly find them through the filter feature and see which status it is in and who touched the review last. The Recruiting & Onboarding module is the most actively used in our HR team and has tremendously increased the amount of RECs we receive and have hired more employees through Paylocity. It keeps the recruiters organized and structured throughout the recruiter's lifecycle. Review collected by and hosted on G2.com.

What do you dislike?

Some of the issues that occur in Paylocity are connectivity issues. The site will freeze up and abruptly have errors when clicking onto a new page. That can be frustrating at times, not only for the HR team but for all employees. The notification system is the biggest pain point within the organization. I will receive emails from employees who complain about the notifications that seem to be broad about what is being asked of them. The notification system in Performance Management does not notify the employee or the reviewer of the next steps, such as when the review has been completed or signed. A feature that I would like to see happen within Performance Management is to allow for multiple reviewers on the review instead of one. Our organization has a couple of departments that require two or more reviewers and it's difficult to manage to reassign the review to each reviewer. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The biggest problem that was solved with Paylocity is through Payroll. Our Accounting & Finance team were previously using Quickbooks. Paylocity allowed these teams to effectively and efficiently send out payroll on time and track reports with ease. Paylocity allows for employees to manually set up their direct deposit, W4, and all other tax-related information at any time. Payroll can then go in and approve the changes and reach out to the employees if there were any issues. Before Paylocity, Payroll would have to send out the paystubs via email, and sometimes those got lost in the email black hole, now employees can view their paystubs at any time, or anywhere and download them when needed. Review collected by and hosted on G2.com.

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SaaSoptics

SaaSoptics

(156)4.5 out of 5

SaaSoptics

(156)4.5 out of 5

SaaSOptics delivers a subscription management platform that provides subscription billing, revenue recognition and robust subscription analytics.

Top Receipt Design Software Result from Subscription Revenue Management

Also listed in Billing, Subscription Management, Subscription Analytics, Subscription Billing


“Well thought out system and works in our complex environment”
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

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