Overall Satisfaction with Vertex
Use it across the organization for the food division. Solves the issue of sales and use tax. Currently looking at implementing tax for purchase transactions.
- Current tax rates for invoicing
- Ability to override tax
- Easy interface to Vertex Returns
- More streamlined flow for beverage (sugar tax) taxation
- Easier creation of tax assist rules
- More configuration setup control at the user level
- Easier way to locate user defined tax rules
- Easier navigation to view mappings and how individual rules for states
- More accurately filed returns
- Easy data retrieval for audits
- Scalability
- Ease of Use
Product features for product specific taxation
Vertex is more streamlined.
- Arkansas beverage tax
- Override of taxation based on the product usage
Last year, at the Exchange conference. Helped to identify the problems we were having with running the transaction detail report that resulted in a large amount of data.
- Peoplesoft
- Internally written ordering system
- We are currently in the process of implementing SAP S4 and will integrate to Vertex.
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?
Yes
Did implementation of Vertex go as expected?
Yes
Would you buy Vertex again?
Yes
Vertex Feature Ratings
Using Vertex
5 - Tax and IT
- Tax Rates
- Jurisdiction Idenifier
- Tax Overrides
- Currently implementing SAP S4
Evaluating Vertex and Competitors
Yes - An internal product
Vertex Implementation
- Third-party professional services
BDO
Change management was minimal
- Arkansas beverage tax
- mapping product categories to Vertex categories
- zip codes
Vertex Support
Pros | Cons |
---|---|
Knowledgeable team Problems get solved Support cares about my success | Not kept informed Escalation required Need to explain problems multiple times Slow Initial Response |
Yes - It was eventually resolved but not in a timely fashion. We had to keep contacting the support team to get status and be asked for a log or a screen print. Communication is not good.
Using Vertex
Pros | Cons |
---|---|
Relatively simple Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- rate updates
- finding taxability rules
- tax assist rules
- determining configuration settings