TrustRadius: an HG Insights company

Dolibarr

Score9 out of 10

1 Reviews and Ratings

Features

Top Performing Features

  • Plug-ins

    A number of third-party plug-ins are available to expand the core functionality of the software.

    Category average: 7.5

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.5

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.5

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

  • Plug-ins

    A number of third-party plug-ins are available to expand the core functionality of the software.

    Category average: 7.5

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.5

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.5

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 8.4

  • Custom reports

    Users can create custom reports.

    Category average: 7.7

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.4

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.4

  • Cash management

    The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

    Category average: 8.2

  • Bank reconciliation

    The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

    Category average: 8.4

  • Expense management

    The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

    Category average: 8.1

  • Time tracking

    The software can track billable and non-billable employee time by project.

    Category average: 7.2

  • Enterprise Accounting

    Create accounting for disconnected ERP and non-accounting source systems

    Category average: 7.9

  • Configurable Accounting

    Configure accounting rules and segments for each chart of accounts

    Category average: 8.1

Order Management

The ability to process orders, and track them from quote to cash.

  • Pricing

    Users can set up complex and unique pricing requirements.

    Category average: 8

  • Order entry

    Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

    Category average: 8

  • Cost of goods sold

    The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

    Category average: 8

  • End-to-end order visibility

    Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

    Category average: 7.9

  • Order exception Resolution

    Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

    Category average: 7.2