Officewise Software


 

Officewise is a cloud-based accounting system that enables accountants, business owners and other users to manage finances as well as handle accounting activities. The solution can handle invoices, inventory, journal entries, order shipments, bills and expenses.

Officewise helps in banking operations by keeping track of payments, receipts and other transactions. Users can also track inventory at multiple locations and prepare a consolidated report to analyze overall inventory levels. The invoicing feature enables business owners to create and send invoices.

Officewise has reporting capabilities that offer approximately 50 built-in templates for financial reporting. Users can also create budgets and prepare forecasts. Users can create purchase orders and track receipts.

Support is available through an online help desk. Pricing is per user per month.

 

Officewise - Invoices
 
  • Officewise - Invoices
    Invoices
  • Officewise - Invoice list
    Invoice list
  • Officewise - Dashboard
    Dashboard
  • Officewise - Enter invoice details
    Enter invoice details
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

101 Reviews of Officewise

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Brittney from Cellular One
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

basic needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

organization and communication was key when communicating with my co-workers on multiple projects. This helped us keep all of our orders in one location so that if one of us was not present that the others would know what had been ordered.

Pros

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.

Cons

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.

Source: Capterra
 

Cassim from Easy Financial
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

July 2017

Easy To Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love the fact that this product is easy to use, especially the fact that I can send PO to the office conveniently. I love it!

Cons

There is nothing that I really don't like about this product, I found it to be very efficient and easy to use.

Source: Capterra
 

Eric from Hubbs Sea World Research Institute
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

we use officewise as our purchase ordering system, pretty easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Learning the new software was easy. It has been very functional for our purchase ordering needs. Automatically saves vendors and new products.

Cons

sometimes have challenges with saving new products in the system, or changing an existing product if it was entered incorrectly.

Source: Capterra
 

Jarid from Gold's Gym Redmond
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

never had an issue

Ease-of-use

Functionality

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Value for Money

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Value

We get many benefits, It's a very organized way to submit PO's to others and keeps them very accessible from both ends

Pros

easy to use and straight forward, I easily can send a PO to the office to get things asap. It is very easy to search for old ones as well.

Cons

having to hit submit after hitting save after filling out a new PO. I wish it would have a pop up after hitting save, that would ask if you wanted to submit.

Source: Capterra
 

Heather from Golds Gym Northwest
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

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

Source: Capterra
 

Alexandria from KSI

July 2017

July 2017

I already liked OfficeWise but I was very happy with the ease of the new interface that was launched

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's easy and able to be personalized to accommodate the needs of my company. I was very happy that when I did need to reach out to explore more options--Ryan was readily available. He scheduled a time to help me out and took the time to thoroughly explain the options I had.

Cons

I don't have anything that I don't like--but that is because I only create sales orders. If I were to be on the accounting side, I might find some things that I would like changed.

Source: Capterra
 

Tim from Bennington College
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

This is great software for the price easy to use and maintain

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Support

It helps me do my job

Pros

It is very detailed for the price you can do just about anything you need to do to keep your business running smooth

Cons

I would like to be about to have more ability to customize some things but other that that is great.

Source: Capterra
 

Tracie from Hubbs-SeaWorld Research Institute

July 2017

July 2017

Easy to use and track purchases!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
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Support
Pros

We are a small office site on the other side of the Country of Armenia corporate location. Having office wise makes submitting peels and receiving on them to our finance office like they're sitting in the next office down.

Cons

Wish there was a way to remind me to revive my po's through email or remind me when I log in. If there is it is not very easy to see.

Source: Capterra
 

Carlos from Opticaltel
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Easy to use platform on a day to day basis.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
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Support

Easy PO creation and tracking.

Pros

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

Cons

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

Source: Capterra
 

Anthony from Bravo commercial cleaning
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

This is by far the easiest software to maintain my accounts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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Support

Keeping track of all my customers and weekly invoices with ease.

Pros

The ease of the software, the format, the great customer service and it's one hundred percent dependable.

Cons

There's really nothing I can say that I don't like. Maybe the only thing that needs to be adjusted is the font size of the initial layout. But of course, that's something you can adjust on your own.......

Source: Capterra
 

Richard from CIE Tours International
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

I am very happy with the ease of competing my procurement duties with Officewise.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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It makes the purchasing aspect of my job very easy to do and to report on.

Pros

The simplicity and pleasant GUI make doing my job easy. I can find my assigned Purchase Orders in seconds, open them, and make any adjustments I need to.

Cons

Haven't really found anything I dislike about it...If I had to say something perhaps the "more" button on the dashboard could have some of those items as separate buttons, or it could be customizable because I have to print PDFs a lot.

Source: Capterra
 

Matt from Hubbs-SeaWorld Research Institute
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Able to work with the software and have a positive experience when using it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

The ability to track purchases and determine total dollars spent by vendor.

Pros

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.

Cons

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.

Source: Capterra
 

Joanna from Propel Fuels

May 2017

May 2017

I'm able to easily view, and approve invoices. As well as provide comments when needed.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Easy invoice approvals.

Pros

It's easy to use, I get email notifications when I have an invoice to approve, I can clearly see what the invoice is for.

Cons

It's not very fun. It seems pretty basic as far as design and user interface. This isn't really a bad thing because it makes it easy to use, but I suppose it would be nice for it to look a little more modern or visually stimulating.

Source: Capterra
 

Federico from Hubbs SeaWorld Research Institute
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Quick and intuitive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

More rapid purchase order creation. Web-based so can generate purchase orders from anywhere.

Pros

I have been using this program for a few months and is much better than our former institutional software. Its quick and intuitive!

Source: Capterra
 

Ashley from A.P. Dailey Custom Laminating Corp

May 2017

May 2017

Love Officewise

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Website is very easy to use and self explanatory. You can easily save POs, convert to PDF, search for past POs. The latest update has also added quite a few new and great features.

Cons

The only Con or feature I wish could be added is a list of projects so that you can allocate which PO belongs to which project.

Source: Capterra
 

Robin from Public Access Corp of DC
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

The software was recently changed. I believe the initial software used was much more user-friendly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We now have a paperless process in executing POs. The process is now more efficient, we maintain a history on our purchases and the time saved is better served on other projects.

Pros

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

Cons

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.

Source: Capterra
 

Renae from Highland
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2017

May 2017

I basically use it to create a PO. It is user friendly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Drop down menu for vendor, GL, previous categories.... Email notification of approval.
I can search for po in different ways. Pending, approved, etc.

Cons

I had difficulty loading a file from my desktop with new upgrade. The history should be loaded by more recent to oldest.

Source: Capterra
 

Melissa from CIE Tours International

May 2017

May 2017

I've spent a lot of time with this system. It's organized, I wish it could do more.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

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.

Source: Capterra
 

James from CIE Tours International
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Fairly easy to navigate, doesn't really provide very good reports.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easily track who is requesting what spend.

Pros

Easy and quick to create POs. Easy to navigate & sends notifications when a PO is approved by the approver.

Cons

The reporting could be easier to filter or add vendors, etc. I can't really create a report that works for my needs and often find myself looking through everything one by one. Can't easily delete mistakes.

Source: Capterra
 

Stephanie from Hubbs-SeaWorld Research Institute
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Very organized UI, simple navigation. Definitely a solid system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like that you're able to customize your dashboard to see the POs and approvals most relevant to you as soon as you login.

Cons

I don't like that there always has to be an item number - I deal mainly with POs for consulting services or one-time orders without specific item numbers so I usually have to make up a number for the "product" I'm purchasing

Source: Capterra
 
 
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