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Excellent Product
June 06, 2023

Excellent Product

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Square 9 Softworks

We use Square 9 workflows for our Accounts Payable invoice approvals & processing. We also use Square 9 for Document Storage for Accounts Payable, Donations, Cash Receipts, and Resident Trust.
  • Ease of pulling up historical documents using index field searches
  • Excellent oversight in the Accounts Payable process
  • Minimizes missing invoices or late payments
  • We are completely reliant on Square 9 for Accounts Payable processes, so when there is an error and the system goes down, our entire Accounts Payable process is frozen until it is fixed
  • I wish there were a way to get ahold of Support immediately and have urgent issues fixed more quickly
  • Much time is wasted in waiting for the system to load any given page or for documents to flow through GlobalCapture
  • I wish fine tuning GlobalCapture templates were something that were more user friendly. Some don't work properly and I don't have the expertise to fix them
  • Customizable Index Fields
  • Customizable Searches
  • Customizable Approval Workflows
  • Minimized missing invoices
  • Minimized late payments
  • Makes audit faster & easier
  • Improves fast access to historical payment/vendor data
  • Ease of approval invoices for department heads
  • Department heads have access to their own invoice history
At my last job we used Square 9 for document storage but chose AvidXchange for Accounts Payable processing because of price and because also paid the invoices. At my current job, we chose Smart Search because it was more customizable, our invoice approvals were less complicated, and we did not want our payments made by a third party.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

No

Would you buy Square 9 Softworks again?

Yes

Square 9 is excellent for document storage and for simple approval processes. It would be less feasible if the volume of new documents to upload/process is large or if approval processes are complex/changeable. We only have a single approver for our invoices, but the times that we need to reroute the invoice or add an additional approver, it is clunky and manual because it's not built into the workflow.

Square 9 Softworks Feature Ratings