Everything You Need in One Basket
February 17, 2017
Everything You Need in One Basket
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with FinancialForce PSA
FinancialForce is used to invoice all of our customers. I am actually the only person doing all the invoicing. We also use FinancialForce to process our accounts payable, which I also do. It's a great system because we are able to have our accounts payable and receivable in the same system. Our sales team uses PSA, which I am also trained to use.
- Because I'm trained in AR, AP, (Financial Force) and PSA for Sales, it's awesome to be able to see the sale of the product, track the opportunity as it is closed, bill the costs of the project, process the invoice, and then post the payment when it comes to me--all on one system.
- The only part of FinancialForce that is very frustrating, is that we are unable to edit an invoice after it has been posted. The invoice is permanent and any small error can't be fixed, which means I have to create another invoice. Because of this, we have multiple "discarded" invoices in the system--forever!
- Having our Sales, AR and AP all in one system has saved at least 15%, sometimes more, of my time every day.
- Quick Books
QuickBooks was faster and more user-friendly. However, we really needed a system that had EVERYTHING in it--instead of having 3 different systems.