ExpensePoint Pros and Cons

quick response from sales team to setup initial call Review collected by and hosted on G2.com.

There is no trial period for even few days. Worse stil, I was prepared to buy 1-month subscription to see if this meets my use case. There are videos to explain functionalities, but that does not tell me if my needs will be met. Unfortunately they want you to buy 1-year subscription straightaway.

Software is not like buying potatoes; its something you want to stick to if you like. So I decided to not pursue this further Review collected by and hosted on G2.com.

I am really impressed with the expenses categories and how they are simplified yet detailed enough so it takes no time at all to record my expenses. Review collected by and hosted on G2.com.

What I like least is we currently use cards which have a monthly limit per employee no way to request a higher amount within the app. Review collected by and hosted on G2.com.

ExpensePoint is easy to use and allows receipts to be entered via drag and drop. User roles include both submitters and approvers and approvers can be assigned to specific submitters. Review collected by and hosted on G2.com.

The itemization feature allows expense to be coded to different categories of expense but not to a different project. Review collected by and hosted on G2.com.

Very easy to use and efficient way to submit expenses for work. I enjoy the clarity of all the tools and that I can simply scan proof expenses documents and invoices. Review collected by and hosted on G2.com.

I would like to suggest a way to set/edit the date span on a report after it has been set up. Review collected by and hosted on G2.com.

As an administrator that has been inside a few different expense environments over the years there were a few features I loved!

1 – the Dashboard and the ability to put any link we want up is a powerful training tool that helps with Onboarding and live updates to policy and procedure

2 – the OCR is very accurate and the re-read function guarantees that almost every single receipt will have some data pulled.

3 – The backend GL set allows for almost limitless combinations so you can parse down problems to very specific flows and create custom categories that go as deep as only a single user can see them if you want it that way

4 – The output file at the end of the process is very flexible and can be morphed to connect or upload to any system

5 - The credit card rec report is amazing and gives you live visibility into every line from your credit card data with a couple button clicks

6 – Per report billing is an interesting option that helps us save money against most other systems due to a high-volume of infrequent users on our end Review collected by and hosted on G2.com.

The Analysis Module didn’t have a self-customization function. I would have loved the ability to self-design unlimited reports. If you want a custom report, you have to request it and it will be billable. We needed a report on a very specific field from our GL setup and it was hidden unless we created a custom report.

The duplicate flagging is still a work-in-progress and we use an Excel spreadsheet and a formula to check for duplicates on our meal allowance because the amounts are very repetitive, and the flag would not work due to this repetition of the amount on a nearly daily basis.

Temporary changes to approvals is a manual process. There is no vacation coverage module and if you discover a report that is stuck with the wrong approver, it is a few administrative steps to unstick the report. Other systems do have ways to delegate approval or quickly change the approver even after submission. Review collected by and hosted on G2.com.

When I was comparing expense management systems, ExpensePoint was the only one that had an actual human being call me to connect and answer any questions. They didn't send me a link to a generic demo video - they scheduled a personalized demo where I got to ask questions and have concerns addressed. When it came time to implement the system, we were assigned a trainer who did multiple admin training and a basic user training session. I also loved that Expenspoint was always completely transparent about pricing (other companies were not and then you only realize you need extra programs or add-ons after you've already committed). Their customer service is also great - very responsive and again, you get to speak with an actual human if you need to. Review collected by and hosted on G2.com.

I wish there was a way to see a demo of how ExpensePoint data gets pulled into Quickbooks. That would have been great. We haven't gotten that far (need to sign up with Transaction Pro) and I'm sure I'll see it soon - but it would have been an advantage to see this action sooner (it also would have convinced us to sign up sooner since Quickbooks interaction was one of our main concern points). Review collected by and hosted on G2.com.

I love the ease of use! At any point, I can just email my invoice to my wallet and it's going to be waiting for me at home. It made tracking expenses so much easier! Review collected by and hosted on G2.com.

I wish I could select and edit multiple invoices at the same time Review collected by and hosted on G2.com.

Reports have unique serial number.

Report can be generated including attachments. Review collected by and hosted on G2.com.

Calculations are not always correct

GST percentage is not correct Review collected by and hosted on G2.com.

First Class Service, every time, great customer interactions, nothing is too much trouble! Review collected by and hosted on G2.com.

We have no issues with the ExpensePoint at all Review collected by and hosted on G2.com.

uploading expenses and having everything categorized without hassle Review collected by and hosted on G2.com.

the integration with quickbooks through a third party, but got it sorted out Review collected by and hosted on G2.com.