Likelihood to Recommend If you are one person or managing 10, TermSync allows you to track what you and your team is working on. When to follow up with customers so that no one is missed. It allows you to see if each teammate is pulling their weight and getting done what needs to be done or if more help is needed. The Executive Metrics reports give you all the information for month end reporting and also shows you the weaknesses so you can motivate your team to excel in those areas.
Read full review It would fit well in a scenario where the company does not know how to handle employee reimbursements and is looking for an easy and simple way to do it without having to invest in a large infrastructure.Since it is 100% web, it does not require installing any programs on employees' computers and the mobile phone app makes management even easier.
Read full review Pros The dashboard makes it easy to organize my daily work and to track customer contacts. TermSync makes it easy for our customers to communicate with us at a time the best works with their schedule. I love the credit reference reports. This saves us all the time of printing, completing and faxing credit reference reports. Read full review imports credit card transactions from our corporate card program without issue allows for easy set up of new users is a very intuitive, easy to learn tool has a very responsive support and customer service team Set up and configuration was thorough, and they were able to work through our unique issues, such as custom segments in NetSuite. It is a very inexpensive product. Well worth the cost. Read full review Cons Reporting. It is hard for TermSync to create a report for every business type out there so you may need to have some things customized, but they are always willing to assist. The requirements needed to accept payments online requires some information that larger companies may not want to give out. Read full review Expense claim feature when it comes to travel and when we have to create in terms of KMS driven it should auto-capture the dates. This can be improved and there is the scope for improvement. More tabs can be provided in petty cash expense so you need not type. Read full review Likelihood to Renew I would see no issues in renewing the Webexpenses software, and this has improved the way we process expenses.
Read full review Usability I use Webex to claim business expenses, millage, fuel, meals, hotels etc... and have done for many years both in the UK and abroad.Webex makes the process simple and effective, the mobile (app) option removes the need to keep receipts and makes getting the receipts 'into they system' much easier. Especially with busy lives, to take the photo and have it sitting there is a great advantage, you can 'come back later' to build the claim knowing you have all the details you need.As an end user I know where I stand with the claim, when my manager has authorised the payment and when the payment has been processed by our accounts team. It would be great if Webex offered this service for charities and voluntary organisations such as Scouts and Guides. Volunteering in Scouts I can see where the service would support how we work, we as volunteers are often out of pocket and with people leading busy lives, forget to make our claims. Being responsible for the finances I cannot justify paying for this service but I can see how the service would benefit tens of thousands of volunteers if Webex was available to charities discounted or even free...
Read full review Reliability and Availability There was an unexpected system issue that caused us to have to postpone a user training session at the last minute. Our Webexpenses trainer was not aware that it was going to occur.
Read full review Performance The performance is great. Pages and reports load quickly. The data export/import from Webexpenses to our financial software, ACS, is not user friendly, mainly due to ACS import steps
Read full review Support Rating The support for the initial setup was great, but since then we have only had to contact support once when we had problems uploading credit card files. The help we received at this time was not good and we ended up trying various things until we resolved the problem ourselves. The online support tutorials are good, but searching for a specific issue is difficult.
Read full review Online Training Our trainer spoke very quickly and went through the training material quickly. Since this process was new to us, we missed some important information. We would have benefitted from further training with report generation as well. She did provide a recording of the training, but again, she went through the material very quickly.
Read full review Implementation Rating The process is well organized, easy to track and easy to check the progress of my claim. Webexpenses can detect the amount on the receipt
Read full review Alternatives Considered When researching for this type of product, I did reach out to other vendors. I worked closely with Billtrust in the past and they were lacking in this area when I was ready to make my move. It is my understanding that they have something very robust in the works but I can't say where that will fall on the cost spectrum. By comparison, other companies, like Get Paid had priced themselves right out of our market. TermSync gave us the tools we needed at a price we could afford in the least amount of time and very little assistance from our IT Group, which was a big relief.
Read full review The ease of use of the platform has been the biggest benefit of this system. We didn't need to provide any structured training to our staff, we just sent out the link and people were able to intuitively use the platform. Other competitors were harder to navigate and to use
Read full review Scalability The Webexpenses multiple department management was not a perfect match for our internal structure. We developed work-arounds.
Read full review Return on Investment Our over 60 day list has been reduced by more than 100 accounts. Our DSO is consistently trending lower. All of the customer notes are stored in one place saving time for everyone. Read full review Previously you would have to manually scan expenses using a photocopier and have them signed and then put them in an envelope! Big time saving so Consultants can focus on selling. Accounts departments require less capacity as its all automated. Good tracking of expenses through the dashboard for managers. Read full review ScreenShots