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):
Web browser (OS agnostic)

168 Reviews of Officewise

 

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Software Advice Reviews (7)
More Reviews (161)

Showing 1-7 of 7

Fritzie Ann from Txanto
Specialty: Marketing Services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

Officewise is solution for business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This software is so useful and functional in a business even it small or big. It give you a important details like accounting system and tracking.

Cons

Not can discard an item if used or discuss, could some more tutorial to use this software easily.

Review Source
 
 

Randy from Precision Door Service
Specialty: Other Durable Goods
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Overall review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ability to easily add items. Always available with easy login from any computer. Good ability to edit items without having to create new ones.

Cons

A cumbersome search feature that won't always work, especially if some label is already existing in a box at the top of the page. Sometimes the search feature just returns blank returns. Need more searchable fields in the top header. Need the ability to rename fields and then be able to search them in the top header.

Review Source

  Response: Ryan, Officewise, LLC

Date: June 2018

June 2018

 

Thank you for your feedback Randy! I agree that we could make improvements to search although what is currently available should be working. I will follow-up with you directly to resolve any issues with the current search functionality and further discuss what we can do to improve in the future.

 
 

Nick from University City District
Specialty: Government Agency
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Great PO Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Simple interface, easy to use, easy to set up, great price point. This is a wonderful value for the money, especially when you're only charged for the active logins per month.

Cons

Doesn't easily integrate with old accounting software. Not really the worst thing, but there's no way to get it to talk to older software like Peachtree 2010.

Review Source
 
 

Melissa from Jepson Petroleum (Alberta) Ltd.
Specialty: Petroleum, Oil & Gas
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Good program, would like to see an update!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It would be really helpful if approvers were able to see the PO on their home page along with all the other PO's they've created. They require having a copy of the invoice for their records. Currently our accounts payables is having to forward all invoices to employees that have record keeping files and this is very timely.

Pros

This program is very user friendly and easy to navigate. If I ever encounter an issue I always hear back right away, the wait time isn't very long.

Cons

It's not the easiest to import coding into the Lists. When you make a change to a PO or upload a file to it, it doesn't notify the creator the PO number, it just emails them a link to their inbox and they have to guess which PO it was.

Review Source

  Response: Ryan, Officewise, LLC

Date: June 2018

June 2018

 

Thank you for your feedback Melissa! If users are not able to see purchase orders they approved I am thinking it might have to do with user permissions which can be changed so that they can see. I will follow-up with you directly to help resolve. Our system does allow you to keep track of invoices so that users have them for their records and I will follow-up with you to show you how this can be done so accounts payable doesn’t have to spend time forwarding them. As for notification emails if users click on the link in the email it will take them to the specific purchase order that the notification relates to but I agree it would be better if we also referenced the purchase order number and will pass your feedback on to the team.

 
 

Jake from CIE Tours International
Specialty: Food & Beverage
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2018

May 2018

Easy To Use PO System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very Easy to Review Past POs
Great History Tracking
Easy to Create A New PO
Easy to Edit and Update a PO with New Information

Cons

Would like an option to print multiple POs at once
Needs better Invoice integration (Submit Invoice with PO)

Review Source

  Response: Ryan, Officewise, LLC

Date: June 2018

June 2018

 

Thank you for your feedback Jake! The system will allow you to print multiple purchase orders at once if you complete the following steps:
1. Go to the list of purchase orders
2. Check the box to the left of any purchase order you want to print
3. Click on the “More” button at the top of the list and then click on “PDF Print”
After completing the steps above you should see print options appear and then you can proceed with printing the selected purchase orders.
I am not sure what you mean about better invoice integration but will follow-up with you directly to see what we can do to improve.

 
 

TYLER from WS DENNISON CABINETS INC
Specialty: Building Materials
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like how it self generates pos, emails orders, tracks everything very nicely, very user friendly!!

Cons

I really cant think of a con other than when you email someone they can't reply back to you unless they have your email. when they reply to the order it goes to officewise email account.

Review Source

  Response: Ryan, Officewise, LLC

Date: June 2018

June 2018

 

Thank you for your feedback Tyler! We recently updated the system so that if you reply to an email received through the system it will always go back to the person who first sent it instead of to an Officewise email account.

 
 

Zoey from Mayvenn Inc.
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

hard to work with

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

offer free trial, customer support does reply to email even though they offer no help, i do not have anything good to say about them

Cons

required a lot of manual key-in, support is next to none, cannot delete data once uploaded, be aware

Review Source

  Response: Ryan, Officewise, LLC

Date: May 2018

May 2018

 

I am sorry to hear that you did not have a positive experience with Officewise and wish we could have done more to help. Soon after you signed up for our 30-day free trial I sent you an email with my direct contact information and offered to help however I could. You responded indicating that you were having some difficulty with the system and I promptly replied and offered to get on the phone to help. A few days later you got back to me indicating that you were still having the same problem and I again offered to get on the phone to help but you refused. Our system allows you to import any setup data you wish (e.g. accounts, contacts, items…) so you don’t have to manually enter it and we are happy to help with this. Our system also allows you to delete records you upload as long as you don’t link to other records and while you cannot delete records that you have linked to other records it is easy to purge record data from the system which I would still be glad to help you do.

 
 
 
Showing 1-20 of 161

Mohit from Bridgelux
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

System Analyst

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

Organized and easy to use software platform.Easy, quick and ideal for small companies.

Pros

Very simple design and ability to use a variety of categories to search through data.

Cons

Duplicate items not able to delete and manual system could take day.

Review Source: Capterra
 

elizabeth from Luis Mas & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Officewise

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Did not like Officewise at all. Was no instruction nor training for the program.

Cons

Did not like how there was no training or employee sent to teach nor train in the product useage

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: November 2018

November 2018

 

Thank you for your feedback. I am sorry to hear that we did not meet your expectations. When you signed up you should have received an email from support offering any assistance you need for getting started with our system. Along with the resources provided in our help center we are glad to provide live online support including training and otherwise help however we can at no additional cost. If you are open to giving our system another try and would like assistance please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

 

Dana from Ridi Accounting LLC
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

Fantastic Accounting Software

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

This system has allowed us to be better organized and increase our approval time for paying invoices.

Pros

One of my favorite features with this software are with its bills and expenses. We have over 50 locations, it makes it easy to manage the expenses and obtain approval to pay these since the owners are able to approve it electronically. The inventory function is also wonderful with tracking our IT inventory. It has allowed us to log everything and we have cut down on expenses since we can actually see what we have on hand without having to do a physical count.

Cons

We are still new to this software but so far I do not have any complaints other than the just taking the time to learn a new software.

Review Source: Capterra
 


November 2018

November 2018

Officewise Review

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

-Affordable and easy to use.
-A great tool to manage expenses and finances.
-Interface is easy and includes a number of tools.

Cons

-Lacks user support in a few cases here and there.
-Difficult to multitask.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: November 2018

November 2018

 

Thank you for your feedback. Would love to better understand your comments about user support and ability to multitask so we can improve. If you are open to further discussing please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

 

Edith from Funeral Services
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Very affordable

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

Very affordable and easy to use. It allows you to keep track of everything , even when you are extremely busy.

Cons

The click button is very small and hard to see.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: November 2018

November 2018

 

Thank you for your feedback. Not sure what you mean by "click button is very small and hard to see" and would love to better understand so we can resolve any issues. If you are open to further discussing please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

 

Brian from EOS USA
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

Officewise

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Love that i can use this on my phone. Simple and clean interface

Cons

I would have liked to see more initial tutorials available when getting started

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: November 2018

November 2018

 

Thank you for your feedback. We agree that users could benefit from better tools for getting started including more tutorials and are working to improve. If you are not able to find what you need in our help center we do offer free live support and are happy to help with whatever we can. If you would like assistance with setup, training, or anything else please contact us at support@officewise.com or 1-855-906-3300.

 

Andrew from South Norfolk Healthcare
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Easier purchasing...

Ease-of-use

Functionality

Product Quality

Value for Money

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

purchasing is now much easier, particularly with approval roles. Reporting is also pretty good. Data is held in the cloud so do not need to visit the office to use.

Cons

Budgeting could be easier to use and perhaps needs a little simplification.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: November 2018

November 2018

 

Thank you for your feedback. We agree that budgeting could be made easier and are working on ways to improve. If you are open to further discussing and sharing ideas on how we can make better please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

 

Jan from Computer and Network Security
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Officewise

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Very nice program for handling many functions within your organization. Keeps track of inventory, allows you to create invoices, reports, banking, etc. Endless things to help keep your business organized and efficient.

Cons

It may not be as great as microsoft office or other apps because it tends to charge a higher monthly fee. But you could weigh your options versus the price to other software.

Review Source: Capterra
 

Michelle from That Shaker of Salt
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

A lot better Apps out there

Ease-of-use

Functionality

Product Quality

Value for Money

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

I deleted it. Decided it was not practical for what I needed.

Pros

It is very easy to edit items without having to create new ones. It has a very simple interface and is easy to use.

Cons

There is very little you can do with a click of a button. So many better apps with less manual key-in entries.I

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: November 2018

November 2018

 

Thank you for your feedback. We are always looking for ways to improve our system and would love to speak with you about how we can make better. If you are open to further discussing your experience with Officewise please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

 


October 2018

October 2018

Wise Advice

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

I enjoy being able to keep track of most things as it is always a busy day and knowing what needs to be done and when is extremly handy. The purchase order software does allow for time and money to be saved and the accounting aspect of this software works well.

Cons

If you are a bit unsure as to whether or not you'd like to actually do your accounting on this program is up to you. I find the program can make some users skeptical about their financial informains security. Rest assured I still believe myself to be in good hands and would recommend anyone with a business use this to keep all expenses in order.

Review Source: Capterra

  Response: Officewise, Officewise, LLC

Date: October 2018

October 2018

 

Thank you for your feedback. Not sure what you mean by your comment about data security but please know that data security is our top priority and we take it very seriously. To learn more about how we protect your data please go to https://secure.officewise.com/home/security. If you have other questions or concerns please contact us at 1-855-906-3300 or support@officewise.com and we would be glad to further discuss.

 

Emeka from Boston University College of Engineering
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2018

August 2018

This is a great accounting and financing software for businesses.

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

I like that it's really affordable. It's also intuitive, and with time, it becomes a great time saver when it comes to managing finances.

Cons

I don't really have an issue with this software that stands out as a con.

Review Source: Capterra
 


June 2018

June 2018

Great software with a user-friendly interface.

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

Officewise has a very simple interface, you can receive notification emails to keep informed of everything. We use it to track different materials requisitions and purchases.

Cons

I like everything about this software. It has helped increase profits, so I can not really complain about anything related to Officewise.

Review Source: Capterra
 


April 2018

April 2018

Super easy to use

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

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

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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

Customer Support

Value for Money

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

Functionality

Product Quality

Customer Support

Value for Money

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

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

Functionality

Product Quality

Customer Support

Value for Money

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

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.

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

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

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

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

 
 
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