---
title: "Lightyear Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Lightyear. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Lightyear is a good fit for you!"
source_url: "https://www.softwareadvice.com/accounting/lightyear-profile/reviews/"
page_type: "reviews"
language: "en"
---

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Lightyear Reviews

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[Overview](https://www.softwareadvice.com/accounting/lightyear-profile/)

Reviews

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# Lightyear User Reviews

## Reviews summary

- Overall rating: 4.9/5
- Total reviews: 201

### Secondary ratings

- Ease of use: 4.9/5
- Customer support: 4.9/5
- Value for money: 4.8/5
- Functionality: 4.8/5

### Rating distribution

- 5 stars: 184 reviews (92%)
- 4 stars: 16 reviews (8%)
- 3 stars: 0 reviews (0%)
- 2 stars: 0 reviews (0%)
- 1 star: 1 reviews (0%)

### Most mentioned pros

- It has purchase order and statement modules and is constantly evolving and improving to allow customers to map invoices to meet their own company needs.
- I also like the product and description rules - it makes invoice processing very quick.
- Reports feature is useful provides multiple search functions.

### Most mentioned cons

- You can not manually amend the VAT - biggest downfall of the system.
- I can’t sync other details of the supplier that I have created in Lightyear to Xero, such as bank details or contact information.
- Credit notes can at times be problematic as the reference in the credit notes can cause confusion in the processing (due to formats), they can be processed as the original invoices again rather than credit notes.

## Lightyear customer reviews

Showing reviews 1-25 of 201 (page 1).

### Great software and helpful staff

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Apparel & Fashion
- Company size: 11-50 employees
- Product usage: 1-3 years · daily
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 2/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I have been using Lightyear since my previous role and decided to integrate this to my current company for ease of accounting process. I enjoy using it as it saves me so much time and effort having to process all data entry manually. Service staff are also quick to respond to any issues I have

#### Cons

Unfortunately, it is rather pricey for the software - it'd be appreciated if there was a discount for bulk buying credits, especially as a returning customer.

---

### Accounting and bookkeeping

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Food & Beverages
- Company size: 501-1000 employees
- Product usage: 3-5 years · daily
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

Software is great to use, and Assistance from support team is Brillant. Easy to use and fast for mapping. Overall, Lightyear has delivered real time savings and has been a great addition to our finance processes. We would highly recommend it to other businesses looking to streamline their accounts payable workflows.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We've had a really positive experience with Lightyear. It's helped simplify what used to be time-consuming manual processes and made our workflow much more efficient. A special to Kyle, who helped map our invoices, export new supplier list to our new venue. What was once a painful and lengthy task is now automated, saving us loads of time each month. The team was great to work with, incredibly helpful throughout the setup, and made the whole process easy from start to finish.

#### Cons

Sometime can't read what on the invoice and the total amount is doesn't match with the invoice and we have to manually adjust.

---

### finance Officer

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Health, Wellness and Fitness
- Company size: 51-200 employees
- Product usage: 1-3 years · daily
- Reviewed: October 2026
- Review source details: This review was submitted organically. No incentive was offered

I have found Lightyear to be incredibly time saving. Having software that scans and processes our accounts payable has freed up my time to take on other tasks and support my team more. I wouldn't want to work without it. I also find the support team very helpful and the time between support request and response is instant.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Easy to use and once you get the mapping correct each invoice sails through the system from approval to review. I also really love how you can query the invoice with an email to the supplier through lightyear.

#### Cons

Sometimes the invoice lay outs can prove tricky for the mapping. But with a bit of patience and/or some support from the team you can normally get this sorted.

---

### 5 Star Review

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Hospitality
- Company size: 2-10 employees
- Product usage: 1-3 years · daily
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Software is great to use , and Assistance from support team is Brillant. [sensitive content hidden] helped me today and easily sorted out the issue. quick and efficiently

#### Cons

Honestly not much. Maybe when I struggle to put up a price file , however the support Team is so great that it's not really a Con

---

### Brilliant system!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Veterinary
- Company size: 51-200 employees
- Product usage: less than 1 year · daily
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

Lightyear is a great invoice processing system! If there is ever a problem with invoice processing, their team are always supportive.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Keyword rules are really good. I also like the product and description rules - it makes invoice processing very quick.

#### Cons

The amounts can sometimes be picked up wrong when using smart extract if it's a large invoice with lots of lines

---

### Lightyear review

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Veterinary
- Company size: 201-500 employees
- Product usage: 3-5 years · daily
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

Great service from the Lightyear team and always quick to come back to us. It has been a great timesaver and allows us to easily view our invoices. There are some little niggles but these are far outweighed by the pros

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Easy system for all abilities of people to use. All information is visible on one screen. Reports feature is useful provides multiple search functions. Being able to see archive function. Duplication symbol

#### Cons

You can not manually amend the VAT - biggest downfall of the system. Processing some times goes around in circles.

---

### Excellent service

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Hospitality
- Company size: 1001-5000 employees
- Product usage: 3-5 years · daily
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

support team resolves issues in a prompt manner! Big thanks to [sensitive content hidden] who always finds quick solutions.

#### Cons

No comments

---

### Great Software

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Construction
- Company size: 51-200 employees
- Product usage: 1-3 years · daily
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

Great addition to our accounts process, cuts out the manual entry and so saves so much time. Super easy to use.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Processes invoices super fast ready for sign off and so cutting out manual entry. Easy to use. Smart extract is great.

#### Cons

Rounding the figures when entered as line items is annoying as i then have to manually change these.

---

### 5 * support and software

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: 3-5 years · daily
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

Excellent software. Versatile and continually upgrading and listening to user requests and implementing them.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Lightyear's support is the best of any software I have ever used. Thank you Kyle and the whole LY team

#### Cons

There is nothing I do not like about LY but this Capterra is making me enter at least 100 characters about What did you like least about Lightyear?

---

### Best Support Team and Time saved

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Food & Beverages
- Company size: 11-50 employees
- Product usage: less than 1 year · daily
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

Really happy with Lightyear overall. It's taken a lot of the manual effort out of invoice processing and made things much more efficient. The support has been excellent, and it's been great working with a team that's proactive and genuinely helpful.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Shoutout to [sensitive content hidden] from support who helped map our invoices. What used to be a pretty painful and time-consuming process is now automated, saving us loads of time. They were great to work with and made the whole setup easy from start to finish.

#### Cons

There weren't any major drawbacks. The initial setup took a little time to get right, but the time savings and automation benefits have more than made up for it.

---

### Terrific Service and a Continually Improving Product

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Non-Profit Organization Management
- Company size: 501-1000 employees
- Product usage: 1-3 years · daily
- Reviewed: March 2021
- Review source details: This review was submitted organically. No incentive was offered

Overall, it's been fantastic. There is no such thing as a perfect system, but it is the people behind the software which really impress me. The fact that when things go awry, it is so easy to open the instant chat and speak to [SENSITIVE CONTENT HIDDEN] is a great touch. The service is paramount. I've had issues which were solved overnight which comes to show they really do listen.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Lightyear is visually pleasing-it's quite simple to use and understand. From the user perspective who inputs data on invoices and approves them, it's straightforward and the layout of the software does not show you more than what you need to see, however, underneath the simple processes there is complexity. Lightyear makes supplier creation, GL code settings linked to export files such as Excel, and GST codes etc are somehow made simple to set up. One thing I find particularly great is whenever I input an ABN number during the Supplier Creation process, it autofills the Supplier Name field. Additionally, this is a drop down menu, so i am able to choose ANY of the Business Names linked to this ABN.

#### Cons

Sometimes, there have been system bugs and I'm unable to export data for a brief amount of time, or when we top up credits to use the system, the old credits are not rolled over their expiry date. It would be great if there was a notification in place to let us know that our credits are expiring soon or we are running low. Also, there are some things which cannot be customised. For example, the Export to File which is a function that exports invoice data into a spreadsheet, cannot be modified from my end. Lightyear do add features from time to time, but I'm not sure if consumer recommendations are actually involved in the process.

---

### A very positive experience

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: 1-3 years · daily
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall i really enjoy working with lightyear. I look forward to further improvements in the future.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love the speed at witch i can process large volumes of invoices. The statement reconciliation is also very useful. The smart extraction is a game changer for hand-written invoices. The new splitting of merging tool is a great addition. I think Lightyear are constantly looking to improve which is a refreshing change for this type supplier.

#### Cons

I find the processing page a little annoying, it jumps around a bit. Rather than work on my actions in the back ground it will jump to an invoice if its completed extracting it. Its not cheap.....

---

### Lightyear - Approval process

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Construction
- Company size: 2-10 employees
- Product usage: 3-5 years · daily
- Reviewed: December 2025
- Review source details: This review was submitted organically. No incentive was offered

While we do not use Lightyear to its full capacity, the approval process certainly works for us to ensure everyone is across the project.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Streamlines our approval process so all staff required in process are up to date. Easy to use and follow

#### Cons

Mapping can be a little arduous at times, but much easier once you know what you are doing. Other than that, no issues.

---

### Lightyear - lots of positives!!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Hospitality
- Company size: 201-500 employees
- Product usage: 3-5 years · daily
- Reviewed: November 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Lightyear has been a wonderful addition to our accounting routine. Paperless and ease of review, analysing and importing of information into Sage has allowed us to save on at least one worker in our office. In addition, with developments ongoing and the Lightyear team's ambition to add and improve, I can only see us moving more and more processing to the Lightyear platform. Support is always on hand too and response times are prompt. I would have no hesitation in recommending Lightyear to any medium/large business - it is a no brainer!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Lightyear has made the handling of paper almost redundant in our office setting. It obviously assists in achieving a Company's sustainability objectives and saves valuable time wasted on managing and shifting paper!

#### Cons

It is always painful parting with money but realistically it is reasonable value for money! There is not very much not to like about Lightyear!

---

### Awesome Product and Experience

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Construction
- Company size: 11-50 employees
- Product usage: 1-3 years · daily
- Reviewed: January 2026
- Review source details: This review was submitted organically. No incentive was offered

Excellent product, support is quick simple and easy and very astute quick to respond and updates and quick and often

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Great product love using it. I works brilliantly and I love the product and your support system is amazing.

#### Cons

the inability to have 1 xero file linked to several lightyear companies. We have suppliers who give us different pricing for different builders and that means that we have to create several LY companies. however when we link to Xero we have to create different xero logins and then it does not give details of which company is linked in xero,

---

### No regrets, works really well

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Design
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

We have been users for 4 years and any queries have always been addressed promptly, they take suggestions on board, 3-way match works well and gives us good financial controls.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Fast processing, easy to use, good value for money as no user limits. Support team are approachable and efficient.

#### Cons

Would like the option to make fields mandatory or optional in raising POs. Reporting could be improved as it isn't very powerful at the moment.

---

### Lightyear - both time and error saving

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Health, Wellness and Fitness
- Company size: 51-200 employees
- Product usage: 3-5 years · daily
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

As a client, I’d say Lightyear’s purchase order system is a huge time-saver and incredibly easy to use. The automated approvals and two-way matching has cut down errors and streamlined our workflow, while the support team has been responsive and helpful. The only challenge was the initial setup and learning curve, but once we got past that, the efficiency gains and cost savings have been great.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like that the purchase order system is intuitive and new staff pick it up very quickly. The automated approvals keep everything moving without delays and the two-way matching between POs and invoices has drastically cut down on errors and we’ve saved countless hours every month.

#### Cons

The initial learning about the various tabs/workflows and finding a way to make it work best for us. Also, not being able to have a free in person session about 6 months in to work through small queries.

---

### Lightyear - Easy accounts payable system

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Wholesale
- Company size: 51-200 employees
- Product usage: 3-5 years · daily
- Reviewed: December 2025
- Review source details: This review was submitted organically. No incentive was offered

The Lightyear team are helpful and proactive to sort out any bugs and issues that come up. It's an easy to use system with a good archiving facility.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Lightyear is easy to use as an accounts payable program saving a huge amount of time verses manually entering invoices and helping to minimize human error. It has purchase order and statement modules and is constantly evolving and improving to allow customers to map invoices to meet their own company needs.

#### Cons

No cons. Like any program you use, you still need to check and make required changes as needed for your own business process.

---

### Simple and Effective for Invoice Approval

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Hospitality
- Company size: 51-200 employees
- Product usage: 3-5 years · weekly
- Reviewed: January 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My experience with Lightyear has been positive. I use the platform primarily to review and authorise invoices, and for that purpose it works well. The process is clear, quick, and reliable, allowing approvals to be completed efficiently without friction. While I don’t use the wider functionality, for invoice sign-off Lightyear delivers a smooth and dependable experience.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Lightyear is straightforward and efficient for invoice approval. It makes it easy to review, authorise, and sign off invoices quickly without unnecessary complexity. The interface is clear and does exactly what I need it to do from an approval perspective.

#### Cons

As someone who only uses Lightyear for invoice authorisation, many of the wider features feel unnecessary to me. I don’t use the platform beyond approvals, so some functionality isn’t relevant for my day-to-day role.

---

### User-Friendly Platform

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Medical Devices
- Company size: 11-50 employees
- Product usage: less than 1 year · daily
- Reviewed: November 2025
- Review source details: This review was submitted organically. No incentive was offered

It’s been amazing so far - it significantly cuts down on manual typing and helps me process AP tasks far more efficiently.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

User-friendly and intuitive interface. Saves time by reducing manual typing of invoice details. Connected to accounting software like Xero, allowing seamless syncing of approved invoices. Tracks invoice activity-shows who has approved it Flags duplicate invoices, helping prevent errors. Their chat support is always available and very helpful.

#### Cons

I can’t sync other details of the supplier that I have created in Lightyear to Xero, such as bank details or contact information. It only syncs the necessary information, like the supplier’s name and invoice details.

---

### Love it!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Hospitality
- Company size: 51-200 employees
- Product usage: 3-5 years · daily
- Reviewed: May 2020
- Review source details: This review was submitted organically. No incentive was offered

I've used the software for years and have always found it to be reliable and the support start are fantastic if ever I need help with something.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

There are so many things I love about Lightyear. The new statement reconciliation feature though is a game changer! Lightyear tells you what invoices are missing and allows you to contact the supplier to request missing invoices direct from the software. Amazing!!!

#### Cons

There's not much I don't like about the software, and the things that I would like are already in the works.

---

### Excellent Accounts Payable System

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: 3-5 years · daily
- Reviewed: September 2020
- Review source details: This review was submitted organically. No incentive was offered

Our clients can see where their AP invoices are at any point in time as well as the value of AP "in progress". The fact that the system picks up duplicates is the game changer for us. Reconciling & "filing" statements is an absolute breeze.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We love how this product enables our clients to check & approve their invoices before the invoices land in Xero. We know that anything in Xero is checked & ready to be paid. Easy for multiple people to have access & sign off. All AP is in one place & finding historical invoices is a breeze.

#### Cons

Reading OCR receipts has been a bit behind other competitors but improvement is coming through really quickly.

---

### Efficient, intelligent and easy-to-use

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Hospitality
- Company size: 1001-5000 employees
- Product usage: 3-5 years · daily
- Reviewed: May 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

The team at Lightyear are hospitality-experienced and so empathise and comprehend my business and the daily problems I need to resolve. They are fantastic to deal with - grounded, patient (I test them on this), understanding and always willing to help and train. They are more than a supplier - they are a true business partner, with the best interests of my business as their main concern (even if it means cutting themselves short a few dollars here and there). A great company to have on your side, and an inspirational team to work with.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Once set up, it's a one-stop-shop for invoice receipt, accounts payable and receivable reconciliation, cost management, and business information. It is intuitive and simple to use, extremely cost-effective and takes out some of the most mundane and laborious tasks so I have more time to work on improving my business and keeping front-of-house. I could not recommend it more highly.

#### Cons

There's nothing I dislike about this product - I am overly happy to have it as part of my suite of tools.

#### Vendor response

Many thanks for the review. We're glad to hear that you are taking full advantage of Lightyear.

Replied May 2020

---

### This software took away our headaches with accounts payable

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Accounting
- Company size: 11-50 employees
- Product usage: 1-3 years · daily
- Reviewed: May 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

We love using Lightyear. It provides a fast, smooth process for auto processing and two-step approval. This saves us time and gives us the control process we need with administration staff checking mapping and accounts along with Directors approving the bill for payment; all before getting exported to Xero. Customer support is helpful and timely , especially during the set-up process.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Integrates seamlessly and easily with Xero - our accounting software The option for single, double or exec approval process within Lightyear - meaning bills can be directly exported to the payment tab in Xero rather than draft. Ability to file statements within the software - very handy with suppliers that send multiple dkts then ask you to pay on a statement

#### Cons

Minor wish list item:The archive tab for completed bills would be handier to search if located on the horizontal tab area where reviews, approvals are shown - rather than only accessible from the left-hand menu bar.

---

### Lightyear Review

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Renewables & Environment
- Company size: 11-50 employees
- Product usage: less than 1 year · daily
- Reviewed: October 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I was a bit apprehensive about moving over to a new software but it's actually a lot better than my previous PO system. It's quick, it's easy and I love it!!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I enjoy it's ease of use, quick to raise a PO and the automated email going to the supplier once approved

#### Cons

Sometimes when raising a PO and I enter all the details, I attach the quote and the form resets so I have to go all through the process again. Also there is the "Approved" tab which is misleading as nothing in there is actually approved.....should be called "Pre-Approval" or "Submitted" then the "Ordered" tab should be called "Approved" not sure you really need the "Draft" or "Approval Tab"

---