


ExpensePoint report approval screenshot



Supported Operating System(s):
Mac OS, Linux, Web browser (OS agnostic), Windows 10About ExpensePoint
ExpensePoint is a cloud-based solution designed to help small to large businesses automate employee expense reporting. It enables users to generate, submit, approve and process reports for multiple expenses on a unified platform.
Primary features of ExpensePoint include multi-currency support, reading and imaging, approval routing and policy implementation. It allows enterprises to categorize and code reports with custom rules. The system lets users import credit card details from any billing system and send automated emails for newly imported charges. Additionally, users can scan, upload or fax receipt images via the system and link them to individual expenses.
ExpensePoint enables businesses to analyze corporate spending via analysis reports. The pl...
ExpensePoint report approval screenshot
Supported Operating System(s):
Mac OS, Linux, Web browser (OS agnostic), Windows 10Average User Ratings
Overall
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
December 2018
Trey from Midsouth Medical Imaging
Company Size: 11-50 employees
Industry: Medical Devices
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2018
Great Piece of Software
Each employee is able to assign their own expenses to the correct project and then break it out for the correct department expense. We have all of our transactions automatically uploaded into our system so I know if an employee forgets to turn in expenses. This is a very beneficial aspect of the software that I would not want to lose.
Pros
I have been using this software for 3 years now and rarely ever have service issues. When I do have an issue, the tech support team at ExpensePoint takes care of it immediately. I like the functionality of the software and ease of use, but what I like most is the people in tech support. The expense reporting needs of our company can be complicated, but the tech support team has always been able to create something for us to make it easier.
Cons
We are limited to to a certain credit card company that will allow us to have our transactions automatically uploaded.
Response from ExpensePoint
Replied October 2019
Dear Trey, Thank you for taking the time to review ExpensePoint. We appreciate your generous feedback. I will be sure to let our support team know they are doing a great job. Your business is important to us and we are so happy to hear that this software has helped to automate your processes with the different functions and ease of use. Thanks again and have a great day. Respectfully yours, Sherry McKeen VP-Global Client Relations
December 2020
Julie from WACO Aircraft Corporation
Company Size: 51-200 employees
Industry: Aviation & Aerospace
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
Untangle the mess of expense and credit card reporting
We have had a smooth implementation and excellent customer service. Our users like the software and the mobile app, and reports are much more detailed and provide documentation that we can save electronically, instead of files and files of paper reports and receipts.
Pros
The software is easy to use and flexible, and can be customized to fit our ever-changing needs. I like that it has multiple platforms available, and I can use it with QuickBooks Online. It automates the processes that we were doing by spreadsheet - so much easier now!
Cons
Our corporate cards are not eligible to automatically feed transactions into ExpensePoint, so I have to periodically upload them manually
Reasons for Choosing ExpensePoint
It checked all the boxes for what we were looking for, seemed easy to use, flexible, and competitive pricing
Response from ExpensePoint
Replied December 2020
Dear Julie, Thank you for your kind review of ExpensePoint. "Untangle the mess of expense and credit card reporting" is the best review title I have ever heard. I am pleased that you are finding the system easy to use and flexible to fit your needs. Thank you for your kind comments regarding our support. I will be sure to pass on the accolade. We appreciate your business, Sherry McKeen VP-Global Client Relations
May 2019
David from PAC Stainless
Company Size: 51-200 employees
Industry: Industrial Automation
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
1.0
Customer support
1.0
Functionality
2.0
May 2019
Worth the money...If it's Free
The system freezes up when you try to create a report. To work around this, I put my receipts in the receipt "Wallet". When I try to create an expense, it links the wrong receipt with my entry. I wish they wouldn't have rushed to bring this system to market. Maybe a competitor of theirs will take their idea and actually make a program that works...
Pros
It is a good idea, take a picture of a receipt and it will capture the data and make expense reports easy.
Cons
It totally fails at accomplishing what it sets out to do. I think they rushed the software to market. It needs to have the bugs worked out of the system.
Response from ExpensePoint
Replied May 2019
Dear David, Thank you for submitting your review of ExpensePoint. I am so very sorry to hear of your recent negative experiences with our system. As a constant heavy user myself I too would be quite frustrated if I was experiencing these kinds of issues. We really pride ourselves in offering our clients the very best world class customer service and support which the majority of our reviews will attest to. To this end we want to absolutely ensure that you are taken care of to the highest of standards. I have personally reached out to our Manager of Global Support Services, Theresa Hicock and Theresa will be reaching out to you directly to help remedy problems that you are experiencing. Myself and my team are 100% committed to making your experience with ExpensePoint positive and hopefully '5 star' worthy. Kindest regards, Paul Ansloos - Vice President - Global Sales & Marketing.
November 2020
Roxanne from The Navigators of Canada
Company Size: 51-200 employees
Industry: Non-Profit Organization Management
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
November 2020
ExpensePoint Review
The support staff at Expense Point has been extremely helpful and always very quick to respond and resolve any issues I may have. Their customer service is very personal and professional. The ease and organization of communication regarding the expenses submitted between staff and myself has been an immense help for me. The ease of looking up and finding specific expenses is quick and easy.
Pros
The functionality of Expense Point has been very valuable to me as an administrator. I really love how much I can do and create within the system, I don't have to get Expense Point to set these up, instead I can play in the system and create what I need. It allows me to have the system set-up to fit our company and our unique and complex accounting program. The system is very adaptable and allows me to create report templates and change approval processes easily and quickly, which is an aspect I did not find with other systems we had tried. This aspect also allows the system to grow with us in any changes we may implement in our company.
Cons
From an administrator perspective the adaptability and flexibility of the program can be a little difficult navigating at first because there are different layers to fill in when setting up or changing settings. However, once you have done it a few times it's very intuitive and it is easy to follow how all of the parts fit and work together. Unlike other programs I have used, Expense Point allows you to be able to access many features that other programs do not, and that is well worth any learning curve that may be encountered.
Reasons for Choosing ExpensePoint
I was not involved in the choosing process, however I do know they were hoping you would handle taxes better being a Canadian company.
Reasons for Switching to ExpensePoint
They could not adapt enough for our complex accounting system, at least not without paying them a lot of extra fees to create new templates. It seemed every report I wanted to create required a request to them to create it and a fee. I had no access to any of the behind the scenes working of the program. With Expense Point, you guaranteed you would make it work for us and [SENSITIVE CONTENT HIDDEN] came through with flying colors. Our [SENSITIVE CONTENT HIDDEN] was very impressed with her ability to understand our accounting system so quickly. She truly is a yoga master with the system!
Response from ExpensePoint
Replied December 2020
Dear Roxanne, Thank you for taking the time to review ExpensePoint so favorably. We are happy that the functionality of Expense Point has been valuable in your job. We do appreciate that there is a bit of a learning curve for administrators at first, but knowing these functions are making your life easier to create report templates and change approval processes quickly is an encouragement to us. We appreciate your business and look forward to a long relationship with your company. Sincerely, Sherry McKeen - Vice President - Global Client Relations
October 2020
Gayln from Westmoor Mfg Co
Company Size: 51-200 employees
Industry: Wholesale
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
Great Product
To be honest I wasn't looking to change expense reporting companies but I am so glad that we did. This product is easier and faster for the end user and cost us less each month. [SENSITIVE CONTENT HIDDEN] has been my implementation specialist and she is great! Very knowledgeable, and friendly and no matter what I threw at her, she fixed it quickly.
Pros
The system will automatically create a new expense report for you based on charge date. This saves the end user a lot of time. I love that there is a live person verifying the receipt information.
Cons
I wish I could zoom in on receipt pictures better (or easier) because the pic is farther out than you think when taking the pic. They are hard to read. I thought that your receipt pictures would automatically match to the charge/expense once verified but it doesn't seem to be doing that for us. We could be doing something wrong. I like the report that is created for me upon final approval but I wish it could be edited more. I would remove the weekly breakdown as we don't use/need that.
Reasons for Choosing ExpensePoint
Functionality, ease of use, and cost. And the initial contact with [SENSITIVE CONTENT HIDDEN] robably played a part in our selection. Very nice, knowledgeable and easy to work with.
Reasons for Switching to ExpensePoint
Concur was not willing to work with us through the Covid lay off period. We needed to freeze our account (do to non use) for a longer period of time then they were offering and they were not willing to work with us at all.
Response from ExpensePoint
Replied October 2020
Dear Gayle, Thank you for taking the time to review ExpensePoint. We really appreciate your feedback regarding time and cost savings, and ease of use. I have passed on your feedback regarding the readability of receipt pictures to our development team. Thank you for choosing ExpensePoint as your expense management system. We look forward to working with you for many years to come. Yours truly, Sherry McKeen VP-Global Client Relations