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.

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.

We are limited to to a certain credit card company that will allow us to have our transactions automatically uploaded.

Very positive experience with the implementation and support team. They are the best. We did run into some bugs but they were quickly addressed and never really impacted our ability top process expense reports in a timely manner.

Flexibility of implementation. Personal touch of implementation and support. Simpler more intuitive interface. Receipt reading and matching is great.

Need to have the right type of credit card for automatic upload of transactions. Our small business BofA card needs to be manually downloaded and uploaded.

It is a very good software to work on and if there is any trouble the support office / agent are very helpful. I recently has some issues and the support agent was very patient and helpful.

I like the wallet receipt. It is nice to go paperless.

The conversion from US Dollars to Canadian Dollars how accurate is it?

The customer service has been outstanding - responsiveness, knowledge, caring. It was everything we hoped for when we signed up!

Expense Point has simplified a process for our company that had become very cumbersome for all - staff members needing to submit reports, approvers, and the accounting department. We have offices in more than one location, so getting the needed reports and supporting documents to the correct person was much more difficult than it should have been.

As with any new software and process, there is a learning curve. We just completed our first month using the system. It went very well with minimal issues to correct. I am confident that it will only get easier going forward.

High quality implementation and support.

Ease of use, product support, reporting capability.

Wish we could set more restrictions on coding. Conditional drop downs would be great.

the app on the mobile phone is the easiest to use. My sales team only uses the app.

Can't think of anything. we moved from Expensify and there is a bit of a learning curve, but soon Expensify will all but be forgotten.

Exceptional! Especially with [SENSITIVE CONTENT HIDDEN] in the beginning and [SENSITIVE CONTENT HIDDEN] through to implementation. I have never worked with a more impressive, professional group of people!

Ease of use and overall attention to detail. This product has been thoroughly well thought out and designed. The reporting capabilities are outstanding!

At this time, there is nothing that I can think of.

It has been amazing. I wish all software companies worked with their customers the way [SENSITIVE CONTENT HIDDEN] has worked with us. She is fabulous.

This software at first glance can be overwhelming, it can do so much. It is a great system. [SENSITIVE CONTENT HIDDEN] has been with us each step of the way fixing what we needed and just making it all flow easy. She is a great asset to your company.

Honestly I have not found anything I don't like.

The ease of use. It's very user friendly when adding new reports, and new expenses.

Some features (like the workflow manager) is not intuitive. I've had to google how to use it and set it up.

Fantastic, people are very friendly and helpful, listen to what you need. Because this program was customized for me my job is faster and easier than ever. Time saver

Easy to use, easy to navigate customized for my use

there truly isn't anything I do not like about ExpensePoint, how can you not when it makes your job easier and faster.

We have been using ExpensePoint for a few years now and we have nothing but positive things to say about the software and Team. We recently engaged ExpensePoint for a project to upgrade the way our expenses are uploaded to our financial system. The ExpensePoint team was very helpful throughout the whole process. From listening to what we needed to delivering the upgraded features to the system. We recently rolled this out globally and it is a game changer! The amount of manual data entry we were doing before this project was astronomical. The new process is not only efficient but very simple with just a few clicks of the button. We highly recommend ExpensePoint. Thank you for the continuous support.

Overall the system is great. One thing that could be updated is adding a search field to the User tab. Having so many users and scrolling through can be a pain. Another update could be to allow more lines to be exported at a time. Currently I believe it is only 5,000 and when running a report for a large category like client entertainment I have to pull it several times to get the full year. Again these are small items but would be nice to have.

Expense Point takes the guess work out of expensing the many transactions that come through our company. We have almost 100 credit cards that are used on a regular basis. I am able to take care of all of this by myself with the help of the Expensepoint program. Theresa our account rep is very helpful and always courteous! Thank you!

If there is something I cannot understand or figure out, our account rep Theresa helps me through it every time! She has come up with some great solutions for issues I have encountered on our end. It is also very easy to understand and navigate for all of our users.

There should be a help section where you can type in what you need help with to search the database for answers. All I have ever seen are the links to video tutorials.

We needed to find ways to capture some indisyncratic data so we could stage 4 different uploads based on the expense report type. Dealing with [SENSITIVE CONTENT HIDDEN] and her team was a dream when we were trying to make significant changes to our EP environment regarding data, report composition and customizations that would allow us or better ease in integrating data. She was extremely responsive and sent us data and reports almost immediately in most cases. She has a great attitude and was very patient with us, explaining things away. Her speed, knowledge and professionalism allowed us to make movement on a project very quickly and ahead of schedule. She is an asset to Expense Point and we really enjoyed working with her on our initiatives. Sincerely, Adam D. Smith Accounting & GP Consultant Sunz Insurance Company

Easy to use, simple GUI and immediat repsonse by support staff.

Wish it could directly integrate with MS Dynamics Great Plains

Every company has its unique requirement on process and reporting. ExpensePoint service team can always make it happen for you. People are comparing UI of expense reporting between vendors when find a system. I don't really see much differences on UI between vendors. The reporting and date transferring to finance system are much more important from my experience. It would be a nightmare if I don't have a full service team to back me up.

Be able to generate any kind of reports needed for management and finance. Flexible design on approval process setting. Strong and Friendly service team back you up for all technical needs.

Exchange rate set by the system might not be the same as the rate used by bank at the time wire the payment to oversea employees. This is inconvenient only if you have remote employees from overseas.

Let me preface this review with the fact that I work for a small non-profit with about 55 employees. ExpensePoint works well as an expense reporting program. With the help of our customer service rep, I was able to setup our account code structure and approval chain. The account structure requires a sort of high level programing to assign certain departments different account codes and project numbers, etc. I don't come from an IT background, but I know my way around a computer, and I didn't have an issue setting this up with a little help from our customer rep. Our business assigns project codes to different account codes almost annually, so it can be a challenge to then go into ExpensePoint and change a bunch of the rules so staff can access the correct account codes. They could improve the account code chain setup and make it simpler to edit them. The approval chain will require some tweaking from time to time as the business structure changes, but is much easier to manage than the account structure. We also make use of the credit card integration so that our staff can create credit card expense reports in ExpensePoint. It was a bit of a challenge, but we were finally able to get Visa to give us the correct file type needed, and now it works flawlessly. We also have the reporting section of the program which allows us to run reports based on almost every input field in an expense report. ExpensePoint can also be integrated with accounting software, such as Financial Edge. I can't speak to how well that works, as we're still in the process of getting the two programs integrated. The only major issue we have had is that there is no way to file expense reports when they have been paid/ approved through the system. So, when I go into my account I still have old expense reports from 2012 sitting in my profile. If they could make it so that after the end of the year, every report dated 2014, for example, would go into a folder labeled 2014, it would really streamline the experience. This may be a minor complaint, but it is quite annoying. All in all, I would say that it's a solid program that does what we ask it to.

The approval flow of our expense reports becomes faster and tracking becomes easier.

The software's accessibility is great. The monitoring capability is helpful. I also like it that we have the control on some portions on the set-up, such that we can already do some minor changes even without going to customer support.

- Some limitations on the reports that we can generate such that we cannot make reports based on what we info we need, we can only utilize the current available reports - there is no approver's capability to assign their replacement approver in case there is a need, without going to the customer support - there is no capability on tracking receipt by Accounting of the hard copy of receipts - some reports do not have an indicator on the report summary that receipts are attached to that report unless you looked at the expense summary

Very positive experience. Our implementation specialist was always prompt to return calls or emails and took the time to make sure everyone understood the program. I am thankful to have ongoing support so that we are not left to fend for ourselves after we are up and running.

Tutorials and support can't be beat. Software is very easy to use.

Unable to automatically live feed credit card into program - this is through no fault of ExpensePoint. the problem is our particular credit card company does not allow this feature.