Likelihood to Recommend As mentioned previously - able to send invoice based on amount , program code and division code ,supplier is very useful feature ; If an invoice does not fit into approval process than it is rejected and an email is received mentioning the reason
Read full review Esker On Demand is great for Sales Order Processing order creation. We use it with web services. It can make table read calls, test order creations (simulate order), and help with order creation. They are also working on change order management, but if you have multiple order entry methods or touch points, this feature may not be usable for your company.
Read full review Pros choice based on Program codes / division codes - we use Xero accounting system and we have 22 program codes and 11 divison codes ; once invoice is entered in Xero depending on relevant program code and divison code, Approval max automatically send invoice to relevant person depending on approval workflow process . One manager could be handling multiple divison and program codes; if our approval work flow process is properly designed - it is accurate in sending invoice to relevant manager. invoice can also send to various managers based on General ledger codes ; this flexibility makes useful when manager is handling only certain nature of expenses regardless of program codes / divisionl. Approval process can also be designed based on level of amount ; and level of amount is derived from our Delegation policy. it makes audit of application of delegation policy easy ; we give copy of delegation policy and print of approval work flow process to auditor. Read full review Esker makes automated invoice sending very easy Esker tracks the sending of documents & records whether or not the message was successful Esker offers various reports that can be very helpful Esker stores all of our customers' contact info on the cloud, and it can be accessed from anywhere Read full review Cons date and time of change in approval process ; for example if Mr. A was responsible for all expenses above $1000 in Oct 23 and from Nov 23 it is changed to $5000 . in Dec 23 if it is checked - it will show approval limit of $5000 ; but will not show from which date limit was changed. Auditor always asks this question when the limit was changed in approval max - we cannot prove it. If there is audit trail of who made the changes , when and what changes were made ; will be good. when we are in main page of seeing invoices awaiting approval - there are hundreds of invoices - searching for one invoice from particular supplier is very cumbersome job - we have to go by each and every invoice in order to find that invoice ; it will be good if we have search function on main page itself ; in current scenario we have to go to report section - input all filters and than search for that particular invoice. Read full review We can't enter credit memos in Esker. Need to enter in SAP and then link. PO invoices that were trained to go into the PO bucket, route into the non-PO buckets. Freight invoices that have had hundreds going into the non-PO bucket have a tendency to route to the PO-bucket because a PO number is referenced on page 7. Read full review Usability Esker does everything that it promises to do, but it is very hard to figure out. I am a very tech-savvy person, but I needed extensive training to be able to use the basic functions of Esker. Once you know what you're doing, it's not too hard, but I don't understand why they couldn't make it easier to use.
Read full review Support Rating They have been very helpful and the online support site is awesome. They keep the site up to date with the latest changes and present challenges to keep learning the new updates to keep things entertaining. They are overall a great crew to work with
Read full review Alternatives Considered Read full review I have listed a few that we considered but there were many more in the initial assessment, Esker was priced well and had the best user interface. Was really easy to use and the implementation process was well designed. It was a system that could handle a two tiered delegations of authority for project expenditure and operational expenditure.
Read full review Return on Investment It has certainly made a positive impact ; it is definately worth its value ; when we are processing hundreds of invoices every fortnight ; getting approval of invoices in timely manner for all invoices is of paramount importance . as approval max has its own app - approval can be done on mobile phone also ; this is particularly helpful when staff is travelling . Read full review We now have reporting available down to the individual field level (changes, errors, etc) and can calculate cost to serve. It replaced on-premise hardware with cloud SaaS that is more cost effective and risk adverse. It is more intuitive; we can put new hires on order entry and experience less user errors. As a solution owner who fixes problems and answers questions, I don't find myself having to "think" about Esker and it has become a smaller part of my job now that end-users are more self-sufficient. Read full review ScreenShots