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

112 Reviews of Officewise

Showing 1-20 of 112

 

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David from Vizualsite LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Very good, easy to use, like the convenient cloud based solution

Ease-of-use

Functionality

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The speed is good. Perhaps the Basic Plan option could increase the number of transactions.

Pros

The ability to create professional Purchase Orders is invaluable. Also, the benefit of creating products which can be applied in future PO's.

Source: Capterra
 

Charlie from River Bend Consulting, LLC

October 2017

October 2017

Easy to use. Keeps good history. Love the ability to send by email

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Good history and easy to use.

Pros

Ease of use. Keeps good history. I love the ability to send by email and get ccd on my invoice that was email.

Cons

I think you should offer at a lower price. I only do 2 or 3 invoices a month. How about charging by each invoice?

Source: Capterra
 


October 2017

October 2017

Overall this has been a great tool for purchase order tracking.

Ease-of-use

Functionality

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For the cost benefit it has been a useful tool.

Pros

It has been a great too for tracking the cost of products and services purchased for projects. I have utilized it extensively for some time now and am happy with it's performance as an end user.

Cons

The search function in the items module could be a little better defined and allow for searching for a portion of a name or part number.

Source: Capterra
 

Clint from ITEC Entertainment
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Quick and Easy, ideal for small companies.

Ease-of-use

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Organized our procurement process in a beneficial and productive way.

Pros

This software took our company from a convoluted excel based system to an organized and easy to use software platform that we love.

Cons

This software lacks a few features that would be helpful but overall not critical. Being able to track lead times, order numbers, and being able to pull that list by project would be very helpful. The software would also benefit from being able to communicate with other software systems, like quickbooks.

Source: Capterra
 

Charles from Highland Composites

October 2017

October 2017

OfficeWise is easy to work with and does the basics of what we need.

Ease-of-use

Functionality

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Value for Money

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Pros

The software is easy to use, understand and to show others how to use.

The ability to email POs with terms attached makes ordering very simple.

Cons

Some of the reporting is limited. It would be nice to generate a report that provides invoices by sales rep. Also, a report showing remaining open balance on a sales order.

Some of the parameters in setting users up is limiting. I have a need for letting people view all sales orders but not be able to change them.

Source: Capterra
 

Lisa from Kymera Independent Physicians

October 2017

October 2017

Generally good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The software provides inventory control, sales, and purchasing tools all in one easy to use application that is not overly priced.

Cons

The inability to modify inventory type (inventory vs non-inventory) after creation. It would be a major improvement to allow you to change the type instead of having to create a new item.

Source: Capterra
 

LaTasha from Allegiant Travel

October 2017

October 2017

Great online software for small to large companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Easy, non-complex for the end-user. Very organized and easy to find what you were looking for to create a PO.

Cons

The only con we had using the software was the limited availability for the free user. We ended up using a different software that was free with full function.

Source: Capterra
 

Nancy from Highland Industries

September 2017

September 2017

I don't dread completing POs because Officewise is so easy to use!

Ease-of-use

Functionality

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Pros

Allows the user to complete a PO quickly. Allows the user to search for past vendors and POs. Re-populates the fields accurately.

Cons

Sometimes when I do a Search for a past vendor, no information comes up, but I know that I have completed a PO for the specific vendor.

Source: Capterra
 

Christian from Highland
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Officewise has been easy to use

Ease-of-use

Functionality

Product Quality

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It is an easy process for a large company with a lot of orders

Pros

I like that it saves prior purchases and details. It is also easy to see where your order is being held up and notifies you when it has been sent all the way through.

Cons

I least like that if you make a simple change to an old order you have to make a whole new product.

Source: Capterra
 

Scott from Highland
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

huge improvement over our previous manual system

Ease-of-use

Functionality

Product Quality

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better order efficiency

Pros

1) approval process is now instantaneous. Previous manual system could take days. 2) I like the ability to search part numbers for repeat orders by part name or supplier.

Cons

does not provide system to maintain consistent part name / number so each user conforms to common system - which leads to duplicates

Source: Capterra
 

Ken from Stevens Correctional Center
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

This software is web-based, easy to use and intuitive.

Ease-of-use

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Not having to use a hard-copy system.

Pros

I can attach receipts, packing slips, RFQs, etc. directly to the Purchase Order and not have to worry about lost documents. All the information is there for anyone that needs immediate access without hassle.

Cons

The search features could use a little improvement. It would be nice to be able to search on just a wildcard but does not.

Source: Capterra
 

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

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Value for Money

Ease-of-use
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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
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Value for Money
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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

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Value for Money

Ease-of-use
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Quality
Value for Money
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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

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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
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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

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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
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Value for Money
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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
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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
 
 
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