Likelihood to Recommend A large company where users have one function- for instance, where someone only receives or works in payables. That minimizes the number of windows they need. A smaller company where one user does multiple functions will require a lot more training and user knowledge to navigate, and it makes it harder to secure users. You also have to understand that GP started life as Great Plains, designed for accountants. The other modules were added on after Microsoft bought Great Plains, which means that modules like Manufacturing are red-headed step children with much smaller support ecosystems. So, if you're starting fresh, you may want to look at something built for the mobile world. D365 and Business Central are a lot more money, buggy, and hard to customize and essentially still vaporware. Microsoft is heavily investing there, leading to the previously mentioned question about the future of GP. If I was starting today I would be hard pressed to justify jumping into GP in a world where Salesforce ties in with so many programs. GP has MRP but it is limited so it's hard to justify a manufacturer starting with GP today.
Read full review Vertex is pretty diverse in that it can support large or small organizations. If you're looking for a robust tax calculation engine then Vertex is a great option. It offers the sales and use tax calculations, reporting that supports all tax types and that can be used organization wide, and the ability to prepare the required sales tax returns. They keep up on all the tax rules so you don't have to and their customer service is good as well. At this point I've not found a reason that it wouldn't be suited in a tax environment.
Read full review Pros User friendly interface Able to be extended into multiple areas of your business One feature we have been using for a few years is EFT for payables - it has significantly reduced the time spent paying vendors and reduced our check printing and mailing costs. It is very easy to setup and use. Read full review Vertex does a great job of building in-house industry expertise (leasing in our case) so they truly understand the tax technical and compliance obstacles we face day to day. Vertex actively solicits for and responds to customer feedback on development and product roadmap suggestions. The Leasing users group is an example where Vertex takes an active role in communicating with and taking feedback from our industry. Vertex tax updates are very timely and thorough, which makes the compliance process less stressful for our team. Read full review Cons With respect to the allocations, once the expense is entered into the allocation account, you lose the ability to run any detail on just the total of the expense. It would be nice if you could run a trial balance on the allocation accounts the same way you can with regular accounts. I've always thought security set up could be a bit simpler. It actually has gotten better through the years. Specifically, with eight separate entities, it would be nice to have a "master" setup where you could call up one group entity, assign the users rights, and then be finished. Currently, whenever I have a new user, I have to call up each individual entity and select all of the features I want the user to have. That means I have to do eight steps for each user. Read full review Reporting: Vertex VAT Compliance is not fully ready to support all EU country's requirements. Data storage. Online reporting in VVC: many countries require to report VAT Declaration in an electronic way. This function is still missing for some of the countries from VVC. Read full review Likelihood to Renew Due the economic challenges that Puerto Rico is having, the company has had to merge some companies in order to be more efficient. It has been easy in GP to process those merges, even thought we had to spend days to accomplish that the process was smooth and accurate. In addition we were able to streamline the purchasing and sales process and the organization is confident to keep renewing GP for the future versions.
Read full review We are satisfied with the overall performance of Vertex. The software has provided my company with many efficiencies. We have shorted our audits and found that many audits are happy that we are using Vertex to calculate our taxes. We no longer need to worry about updating our rates each month since Vertex sends us a file to upload
Read full review Usability Though it is a basic accounting package, I believe some users do not find the old style menus and navigation options intuitive. There is also a great lack of training resources in the market, so users have to learn the product without guidance a lot, resulting in inefficient workflows and misuse or misunderstanding of many features.
Read full review We have very complicated tax rules for our business, which took some time to set up in Vertex's software, but now it is running almost perfectly smoothly, but there are still sales orders that we need to go in and check the difference in sales tax since we are using two different systems. Without being in two different systems I wouldn't see any need for manual adjustments to sales orders
Read full review Reliability and Availability I have always felt VERTEX support was available when needed, and I have felt comfortable calling in some heavy hitters when needed
Read full review Performance Our Vertex performance is good, although we are now experiencing Error 502 when adding additional data points to our transaction tester single tests. At Exchange, I was told to reach out to support....that most likely the On Demand system needed some additional CPU resource added. I have a currently open ticket, that has not yet been fixed on this matter
Read full review Support Rating The rating is directed to the thrid party serive provider that we use. I do not now how good the Microsoft direct support is.
Read full review I cannot speak from personal experience, but our IT staff has found contacting Vertex support staff to be challenging. One coworker has gone through several support tickets because he was an unrecognized contact. He has also expressed frustration that communication with support staff is conducted solely by email, drawing out issues over an extended length of time that could be more easily resolved by a brief phone call.
Read full review In-Person Training By training I'm referring to our engagement with Vertex Consulting's professional services group. Each person on the engagement had prior leasing industry tax experience and most if not all used O Series before joining Vertex. Consultants with industry specific tax experience provide so much more than just "training". They are able to engage in deep tax technical discussions with actual experience while in private practice. This coupled with having visibility to how numerous other leasing peers approach similar tax issues is a huge plus on top of the standard training.
Read full review Online Training Vertex has offered multiple webinars for the products we have purchased that are informative and helpful. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.
Read full review Implementation Rating Basically the challenge with this implementation was the Business Portal, too many errors and even the aplication is up and running the users are still having issues. We will start planning the migraton to GP 2015 soon.
Read full review The implementation is challenging, make no mistake but will provide much value over time. Make sure you have full support of IT and your major stakeholders in your company. I found that while many people claimed to understand tax was important, they had no idea how deep tax in entrenched throughout the lease life cycle.
Read full review Alternatives Considered I come from a strong background of using SAP. SAP doesn't have the flexibility of GP, an example would be SAP doesn't allow core mods, if they catch you, you lose support. Microsoft doesn't really care about mods, but they will be quick to have the vendor you used support your issue if it is caused by those mods. With SAP your company adapts to the software, where with GP you adapt the software to you.
Read full review For Sales tax many years ago I had used a product called Alternadev. It probably doesn't even exist anymore. It was created in someones kitchen and there wasn't much support. Other than that for sales tax I have only used Vertex. I have used
ONESOURCE but that was for property tax
Read full review Scalability The functionality that GP and related ISV solutions offer and the ease of integration of GP to other systems makes it an extremely scalable solution
Read full review There needs to be a time-consuming setup both in the Enterprise Resource Platform and in Vertex and the related tools as well but once this is all established, Vertex is very proficient at calculating Sales and Use Tax in the USA and in Canada with GST/HST, as well as several of the provinces where we are located. As we added plants in different jurisdictions via greenfield expansion and aquisition, Vertex was able to integrate those as long as the tax department is fully informed of the system.
Read full review Return on Investment Microsoft Dynamics GP allows my clients to move from a paper or spreadsheet based company to an integrated, electronic, streamlined business. I love being able to help clients gain efficiencies through the use of Microsoft Dynamics GP. Microsoft Dynamics GP allows for better customer service because everything is at our fingertips. If someone calls questioning an invoice, we can easily look it up. If someone calls stating they paid an invoice with a certain check number, we can quickly run a query to find that particular check number to see where it was applied. Having everything on a single platform provides ease of use for upgrades, backups and end user training. There is only one software to learn! Read full review We use Vertex on a monthly basis to see if tax has been over-accrued or over-charged on invoices. We do save tax every month using the tool. Not at liberty to share too much more - the technology does assist the human efforts. Read full review ScreenShots