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):
Web browser (OS agnostic)

92 Reviews of Officewise

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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

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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.

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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.

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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.

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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

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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

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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.

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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.

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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.

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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.

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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

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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
 

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

May 2017

May 2017

Software meets our needs, never had an issue!

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A smooth running record keeping and tracking.

Pros

Software is easy to access and easy to navigate through, from start to finish! Everyone using this is very pleased with the ease.

Source: Capterra
 

L.A. from HSWRI

May 2017

May 2017

Easy to use, cost effective, effective

Ease-of-use

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Pros

The software is uncomplicated, easy to use, and cost effective for small business. Use it primarily for the PO function.

Cons

each user can only view their own. Would suggest at least view option for other PO's created in system. edit not necessary.

Source: Capterra
 

Keri from Hubbs SeaWorld Research Inst

May 2017

May 2017

works good for my application

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Pros

What I like most about the software is the online accessibility (being able to access from anywhere), ease of use, and the owl logo.

Source: Capterra
 

Kelly from McCusker & Co

April 2017

April 2017

Wise Money Review

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This software is basically so simple that a owl could use it. Only had a issue once where I needed to get in touch with support and it was a couple of days before any resolution. Overall I would give Officewise an A+. What a hoot! LOL!

Source: Capterra
 

Connie from HSWRI

April 2017

April 2017

Officewise review

Ease-of-use

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I have not used customer support nor do I pay for the service - another person in our company does that portion and can comment further. I enjoy using the service. I have run into trouble when needing to edit an item that has been received already or incorrectly - to where I was left with negative items as a balance. I'm not sure of a quick fix on this but perhaps providing summary data of what was received prior to pursuing the 'receive' function would be helpful.

Pros

Ease of creation and uploading quotes

Cons

Receiving items, editing functions

Source: Capterra
 

Bill from TLI Group Ltd.

April 2017

April 2017

Useful small business software

Ease-of-use

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Easy to use, easy to understand. Perfect software for a small or start up company. When you have to edit or correct a transaction it can be made quickly and easily. Saves time and money. Easy to train new company members on the use of the system. Allows the tracking of transaction quickly and accurately.

Source: Capterra
 


April 2017

April 2017

I use it for purchase orders. Exploring other uses for my departments.

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Pros

Ease of entering data and approval process for entering and approving purchase orders. Easy to edit and change information as well.

Cons

Reporting options might be useful. If members can see an aggregated list of purchases and fees approved.

Source: GetApp
 

Marcos from Frontier Tubular Solutions, LLC

April 2017

April 2017

Great features and user friendly.

Ease-of-use

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I use this on a daily bases and it works great. No major outages we have had one or two but only for a minute or so.

Source: Capterra
 

Nicholas from SmartTech Global, LLC.

April 2017

April 2017

Officewise Streamlined Our Purchase Order/Sales Order Processes

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Officewise has been a valuable tool in creating and managing our Purchase Orders as well as our Sales Orders. We can log this information into the database with ease, and are then able to filter through a number of desired categories (ie: per contact, per product, etc). We highly recommend this simple but effective business solution!

Source: Capterra
 
 
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