Opayo by Elavon vs. Project Insight

This tool is most usable when used in parallel with Sage's accounting management software, as with other accounting systems it can generate errors, leaving room for other credit card payment processor alternatives to exist and be preferred by other potential users for their overall performance. It is promising the ability to develop transaction reports in summary or detailed form, resulting in a better management of income to then make the distribution of budgets in the company, thus achieving better planning and performance of our work. This service allows the processing of payments through touch screen card devices at POS points of sale without having to be sitting at your laptop, fortunately with face to face payments companies with fixed establishments can get their money faster, which constantly benefits the flow of money.

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My rating would vary depending on the types of projects that need to be managed. Since I am in software, I don't think it was an excellent fit to manage software projects unless they are small projects with only a few tasks. On the other hand, if you are needing to manage a wide range of departments that are working on a single project with many moving pieces, then I would think that PI might be a better fit. Think of it as a jack of all trades, but master of none.

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• Simple. If you use a Sage accounting product the integration is seamless.
• PCI compliant. PCI compliance is assured through the provided Trustwave audit.
• Secure. Keeps all card numbers remotely, none stored locally where they could be exposed by a hack or dishonest employee.
• Robust. API for integrating into multiple web platforms and extensive reporting capabilities through the secure web portal.

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• History tracking for any changes made to data.
• Tracks all milestones and retains records for lifetime of account.
• Easy extracting for reporting purposes.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• When you are reversing a credit card it just deducts from your total batch for the day. Instead of showing a separate charge out of the account. That can cause confusion if someone else is doing your bank reconciliation.
• It would be nice is Sage Pay could copy over client emails as well as the address and other information so that you can send that email confirmation of charge without having to go back to pull it up.
• If Sage could post it as a total deposit instead of each individual charge for the day that would also save time with bank reconciliation.

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• Not a good fit for all types of projects
• Very Complex

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I found Project Insight somewhat opaque overall. I thought the training was sparse and answers to questions few and far in between. There was a lot of power there for the dedicated user/administrator. For me, who was a casual user and administrator, I found support lacking. I didn't administer Project Insight much, just some work on integrations with other tools.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It plays better with Sage 50. It has better associates should you have an issue. It's reasonably priced.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• When I got to the company where I used Project Insight, we had our own custom tool that fit the tasks that it was designed for but wouldn't grow with the company unless resources were put onto expanding capabilities. We needed something more.
• We replaced that tool with Redmine. It worked well and was easy to use, but it looked pretty dated when we got it, and since we didn't have many resources for managing, it looked dated after a few years without receiving upgrades. It was a decent tool for small teams that were focused on similar tasks. Redmine was much more straightforward than Project Insight and felt more reliable since we never had an issue with our internal servers. On the other hand, Redmine felt dated and didn't fit as many of the tasks that were needed. Redmine's price was right if you installed it locally and was probably still cheaper if you used their SAAS version.
• Jira, on the other hand, felt like an excellent tool for software teams. Jira had a great project and task management and felt right for a software team. Jira also had useful integrations, even with Project Insight. Jira seemed pretty unreliable, worse than Project Insight. Our team would have preferred Jira, but I think it didn't work for other teams.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• By simplifying payment processing and automatically posting payments to their related transactions within our Sage accounting product, it has eliminated a source of friction between sales and accounting.
• Eliminates clerical errors in recording paymens.
• Eliminates one step in the payment reconciliation process by automatically posting payments to their respective transactions.
• Insures PCI compliance with scheduled monitoring. No need for a separate product.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Reduction in costs on materials (i.e. - paper documentation)
• Improved efficiency given that our field members need to report back on an hourly basis
• Web based platform allows anyone access to the same information

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info