What are the best aspects of this product?
Convert quotations to invoices
Upload your own document templates
Create email templates
What aspects are problematic or could work better?
They can't be contacted so if you have a problem, you'll have it for a long time (or maybe forever)
VAT return period can't be closed. So, someone can amend an invoice or bill or add one in to a previous VAT period, which of course screws everything up
You can't set a date for stock to arrive. When you make the order, the system assumest that it's now in stock!
You can't save two customers with the same name! They will tell you to add a special character to duplicate names! Unbelievable but true!
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature
If you want to send a document after preparing it, first you have to save it, wait for it to save, it takes you out to a main screen, you have to click back into it and then send it (if you send directly, it will send a draft document only)
Invoice, quotation, calendar functions are jumpy and extremely diffult to edit. This applies to all browsers, incognito modes, etc., it's just a really bad editor.
If you enter a contact's account, system brings open documents to the top even if these are quotes which are no longer needed. Invoices, quotes, payments are then all muddled up together is it's very hard to see what you want. Extremely badly designed in this regard.
If you create a Draft invoice, it takes a sequential number. This screws up your sequences.
What features/services would you like to see in future versions of this product?
All the above. We don't really care now though as we're leaving
What specific problems in your company were solved by this product?
None, It doesn't do anything spectacular
Are you a current user of this product?
Yes
What is your company size?
11-50 Employees
What is your industry?
Construction
Did your company use a different software before this one?
Yes
What software did you use before?
Sage One
Why did you decide to change it?
It was relatively new and had a long way to go. Feature requests were slow to be enacted on.
Are you satisfied with the change?
Absolutely not
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 month
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
both B2B & B2C
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