Vertex O is AWESOME!
Updated December 20, 2022
Vertex O is AWESOME!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
We are using the Vertex O Series as our tax engine and primary reporting tool. We have 60-plus operating companies that use two different billing systems. We use Vertex O Series to calculate the tax across both billing platforms and then pass that data to Vertex Returns for compliance reporting. Vertex O is able to handle complex taxing issues and calculations for us across both billing platforms so we are confident that the tax charged on the invoice is correct.
- Report generation. We can rely on a range of reports with very detailed data to high-level summaries.
- Easy export of sales and tax data from Vertex O Series to Vertex Returns for compliance reporting.
- Ability to assign roles and levels of what users can and cannot due within Vertex O Series. Very much needed for segregation of duties and SOX compliance.
- I would like to see the communication between Vertex O and Vertex Returns and a bit more shored-up. Specifically in the Tax Area ID world. It seems like there are times where a tax area id has been retired in O but still exists in returns.
- I would like to be able to search more invoices within the Standard Invoice Detail Report. Currently, the invoice number field has a character limit that is very frustrating to work with.
- I would like for there to be a progress bar feature when running reports and/or not to have to "Refresh" to see when a report or task is complete.
- I would also like to be able to kick off a report and have Vertex O notify me when the report is done.
- Positive impact: High level of taxation accuracy.
- Since implementing Vertex O Series our audit assessments have decreased significantly.
- No negative impacts that I am aware of, thus far.
- Tax accuracy
- Reporting
Inaccurate taxation and remittance to the multitude of taxing jurisdictions can be very expensive. Vertex O Series and Returns greatly assist in keeping audit costs at a minimum.
I was not involved in the decision making process. However, as a Vertex Certified user I can say that the product is very robust and well suited for our tax calculation and reporting needs.
- Gross Receipts tax calculations using reports.
- Isolation of intracompany sales or inventory transfers.
Most of my support calls are resolved in a timely fashion and more often than not with a solution.
- Foodstar Billing
- AS400 Billing
- SAP
Do you think Vertex delivers good value for the price?
Yes
Are you happy with Vertex's feature set?
Yes
Did Vertex live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Vertex go as expected?
Yes
Would you buy Vertex again?
Yes
Vertex Feature Ratings
Using Vertex
Sales and Use Tax Compliance
1 - Someone with strong IT or systems knowledge.
- n/a
- n/a
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Evaluating Vertex and Competitors
Not Sure
Vertex Implementation
Vertex Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Quick Initial Response | Difficult to get immediate help Need to explain problems multiple times |
Yes - Reported "bugs" seem to get resolved in the background without follow up.
Using Vertex
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Well integrated Quick to learn Convenient Feel confident using | None |
- Extracting data from O Series and importing to Returns
- Running detailed reports with only the information I care about or need.
- Taxability mapping.
- Assignment of additional codes needed for B&O returns module.