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

149 Reviews of Officewise

Showing 1-20 of 149

 

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April 2018

April 2018

Super easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Pros

I love how simple this software is to set up and to use. Customer service was great aw well which is always a great feature.

Cons

You cannot void a PO and it can get a little tricky when you need to.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: April 2018

April 2018

 

Thank you for your feedback! You should be able to void a PO by completing the following steps:

1- Go to the PO that you want to void
2- Click on the "More" button
3- Click on "Void" in the dropdown

If you are not able to void PO after completing the steps above please contact us at support@officewise.com and we will further assist you. Note that once you void a PO you cannot unvoid it, however, you can copy the voided PO into a new PO, make changes, and save it. Hope this helps.

 

Nicole from Grove City Optical

April 2018

April 2018

Brand new to this

Ease-of-use

Functionality

Product Quality

Customer Support

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Pros

I thought the set up was going to be difficult, but customer service walked us right through it. This is the first time I've been in charge of ordering for our bar and I think it's going to be a breeze.

Cons

DO NOT VOID A PO. This is the only thing that's not correctable. And in learning and making mistakes, I've had this nightmare more than once.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: April 2018

April 2018

 

Thank you for your feedback Nicole! As you mention once a PO or other transaction in the system is voided it cannot be modified. If you change your mind about a voided PO we recommend the following:

1- Go to the voided PO
2- Click on the "More" button
3- Click on "Copy" in list
4- Make any changes you want
5- Click "Save" button

Hope this helps!

 

Scott from Gateway Pipeline
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

Initial set up and daily use is very easy.

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

I was asked to start the purchasing department for our pipeline company, after trying 10/12 Purchase Order systems, I tried Officewise, unlike the other more expensive systems with little or no U.S. based customer service, they walked me through the initial startup. With multiple ways to pull reports, my asset manager, accounting department and sales team can find exact cost in numerous ways, very quickly. I cannot thank service agent enough for all the help he gave me, the best advise I received was to start playing with the reports and then set up the Tags, Groups, Etc., in this way you can pinpoint how you want to pull your report.

Cons

The void button still gives me nightmares, do not ever void a PO, anything can be corrected except this.

Review Source: Capterra
 

Angelique from Miracle Ear
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

I can get Purchase Orders done quickly

Ease-of-use

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Value for Money

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That I am able to create a purchase order and duplicate it. It stores my contact info and I am able to reference that if I need the info in a hurry.
I can also guesstimate the cost (which does go up from year to year,) but I have an idea of what each event will cost for my marketing budget based on the history of these Purchase Orders

Pros

That I can copy P.O.'s because it allows me to work faster. I schedule events and this allows me to copy the same information and create a P.O. and same me time on data entry.

Cons

That in the notes box where you would put the contact info, etc., you have a limited amount of space.

Review Source: Capterra
 

Caleb from Elemerce

December 2017

December 2017

This software is the best for making quick and easy purchase orders

Ease-of-use

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Its nice to be able to reference each PO just by looking it up in the search box by the PO number

Pros

Office wise is able to save product titles and price to quickly fill out the po and send it out.
I like that it is fast and easy to use. You are even able to email right from the PO.

Cons

I don't like that there is a new area that has to be set of what folder you would like to have it in after it mailed out. That slows down the process.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your review Caleb! Not sure what you mean by setting folder you would like to have PO in after it is mailed out. If you are referring to approval folders (i.e. Inbox, Not-submitted, Rejected, Pending) the system should assign automatically depending on the approval status of the PO. I will follow-up with you to make sure I understand and help resolve.

 

Kolby from Waypoint Sign Co.
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Overall its fine but i dislike having to use so many different pieces of software.

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Pros

Office wise is easy to use and fairly intuitive for the most part. the page is smooth and rarely gets hung up or has timeout issues.

Cons

The PO can be a little glitchy when adding multiple line items at the same time, it creates a weird overlap on the job number field.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Kolby! We have not been able to replicate the issue you mention on our end and have not received any other reports of this issue so it might have something to do with the settings on your computer. I will follow-up with you directly to further discuss and help resolve.

 

Angel from Bennington College

December 2017

December 2017

easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

It frees up my time due to the ease of use. I was once manually signing purchase requests and now can view them all online with ease.

Review Source: Capterra
 

Jim from Highland Composites
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

So far its been useful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

The ease of creating purchase and sales orders. Also like tracking the sales orders/purchase orders and to get a history.

Cons

It can be slow but can't tell if its the software or our network.

I am not able to track by project. If we do samples orders for various projects I am unable to look up by a project to see what sample requests are being worked under a specific project.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Jim! We have not received any other reports of our site being slow and we closely monitor performance metrics to make sure it is working fast so there might be an issue with your computer or network. That said we are constantly trying to improve the performance of our site so I will follow-up to see what else we can do to speed things up on our end. For project tracking I recommend using "Tags" or creating a custom field on the order form and will follow-up with you to show you how this can be done.

 

Elizabeth from CIE Tours
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
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Support

Ease of approving POs

Pros

functionality is simple, not complicated; functionality is simple, not complicatedfunctionality is simple, not complicated

Review Source: Capterra
 

Susan from Billedeaux Hearing Center, LLC

December 2017

December 2017

I was new to Officewise and had very little training. In no time I was up and running!

Ease-of-use

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I can track the expense and purchases for each location

Pros

Very easy to use and negotiate your way around the software. I also like being able to customize the dashboard.

Cons

You can not print a detailed PO from your dashboard once it is approved. You have to go to Home then Purchase Orders, search for the PO then print them. Wish there was a quicker way to do this.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Susan! Once a PO is approved you should be able to click on a link in the approval notification that will take you directly to the approved PO where you can print it. From the list of POs you can also set filters to see only those purchase orders where you are the requisitioner which may make it easier to find POs. I will follow-up with you to further discuss these solutions and how we can improve.

 

Matthew from Highland Inds.

December 2017

December 2017

No glaring issues. Rather simple to navigate to extract needed information

Ease-of-use

Functionality

Product Quality

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Value for Money

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Value for Money
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Pros

User friendly and easy to navigate. Timely notifications when there are items to review for approval.

Cons

Searching for specific items without knowing an exact date or purchase order number is slightly cumbersome.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for the feedback Matthew! We agree that search functionality could be improved and will be working on this in the coming year. I will follow-up with you to further discuss how we can improve.

 

Harold from Highland Industries, Inc

December 2017

December 2017

Implemented this software in our company more than a year ago. Works well. Seldom any issues.

Ease-of-use

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Value for Money

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Pros

Ease of use and reliability. Good / fair cost for the system. The system is well maintained and supported. No issues for the role this system in our operation. The system is well maintained and supported.

Review Source: Capterra
 

Dana from Miracle Ear

December 2017

December 2017

I use thie program on a very regular basis for the office. I am always pleased.

Ease-of-use

Functionality

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Pros

The software is easy to use and a great resource for our purchase order system. The layout is self-explanatory. Even the most unexperienced user can have a successful experience

Review Source: Capterra
 

Linzee from Miracle-Ear
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Officewise is great and easy to use but the limitations in the description box is a problem.

Ease-of-use

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You benefit from having one central location to put in all the orders you need to purchase for the office, as well as, let administration know what id going on event wise.

Pros

I like the efficiency of it in the office setting. It is nice to be able to have a place to submit everything you need and it can be sent to the person who needs to purchase the orders. I like how it sends emails notifying you when something has been sent to you or approved.

Cons

The description box does not allow enough lines to type and you cannot add the same approver more than once, which is a little inconvenient in some circumstances.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Lindzee! The description field has a 900 character limit which we hope meets your needs most of the time. In cases where the description exceeds the character limit we usually recommend attaching a file with the description to the purchase order and referencing the file in the description field of the purchase order. I will follow-up with you directly to see if this solution could work for you and discuss other alternatives.

 

Daphne from Miracle Ear

December 2017

December 2017

It's easy to find what you need and to submit POs.

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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Support

it's an easy way to keep track of POs and I can go back and research or find POs and re-print or mark as received.

Pros

the ease of use and the ability to copy POs. I love that I can copy POs that I make to the same vendor and though I need to edit it, it is much easier than starting a new PO.

Cons

that if I am in my inbox, I have to go to 2 screens in order to access POs, I wish I was able to access POs on the sidebar, but I can only get to other boxes in my inbox (submitted, rejected, pending, etc)

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Daphne! I see what you are saying about 2 clicks to get from your inbox to list of POs and will discuss internally to see what we can do about making it one click.

 

Fred from Spark Applied Efficiency

December 2017

December 2017

fine

Ease-of-use

Functionality

Product Quality

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Value for Money

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Lets me generate POs for vendors that require them.

Pros

Free and easy to use. No annoying advertising. Works on all web browsers. Service has been reliable - never tried to use it and couldn't.

Cons

Some things could be even easier if the interface were redesigned. Haven't used it a lot - I can get our POs out which is all I need to do with it.

Review Source: Capterra
 

Kevin from Hubbs-SeaWorld Research Institute

December 2017

December 2017

Officewise has been a good way to improve our PO and ordering system. Seems to streamline things

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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Value for Money
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Pros

Having the order history saved and being able to call up previous items. Also, having the ability to look at old purchase orders and see what has been fulfilled

Cons

It's difficult to correct a mistake on an item once it's entered. Also having to approve an order that you personally ordered seems redundant.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Kevin! The system should allow you to correct any mistakes on an item within the PO while you are creating it or by editing the item record and there are a few different ways you can make it so that you don't have to approve your own orders. I will follow-up with you directly to further discuss and see what we can do to improve.

 

Ellen from Christner

December 2017

December 2017

We are all very happy with this solution

Ease-of-use

Functionality

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Value for Money

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It makes it very easy to track our purchases and approval process.

Pros

It was easy to use and easy to implement. It does all we need it to do. We are very happy with this solution for the price. We did not need a real robust solution. Just something to track and communicate the company purchases. I only needed to call support once and I cannot really remember but I think it was a good experience.

Review Source: Capterra
 

Brondon from Hunters Glen Baptist Church

December 2017

December 2017

always easy to use, and always updating features

Ease-of-use

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Pros

i like that that it saves all of my P.O. orders and that you can inventory everything. Also the email function.

Review Source: Capterra
 

Meredith from Medical Devices

December 2017

December 2017

Overall, Officewise is easy to use and a helps keep our purchase orders organized for 23 locations!

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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Pros

The software is very user-friendly. Easy keyword searches on past purchase orders. You can copy previous purchase orders and resubmit with minor changes, so it makes PO entry quick. You can give everyone in a department access to see past PO's of other

Cons

We have had trouble with the approval process. You can select multiple approvers in the PO, but rather than going to the next approver, our POs will go back to the original person submitting the PO each time an approver approves.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: December 2017

December 2017

 

Thank you for your feedback Meredith! Not sure why PO would be going back to the original person submitting the PO each time an approver approves. Will follow-up with you directly to help resolve.

 
 
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