Payables made easy with Yooz
February 05, 2025

Payables made easy with Yooz

Christina Comparato | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Yooz

As an AP specialist for a home builder in MO & MI, capturing hundreds of invoices weekly for coding, approval and payment is a fast, seamless process with Yooz compared to other programs I've utilized, such as Chrome River and Salesforce. It is very user-friendly, quick and live; therefore, entries are immediate and searchable with all users. Multiple windows may be open for quick reference to previous invoices to ensure consistency. Utility invoices can be searched by account#. Color tags for assigning levels of importance. Words and phrases can be set to follow a specific workflow to reach or skip certain approvers. Confidentiality levels can be selected for sensitive documents. It is effortless to add vendors, account numbers and coding options. You can personalize your tasks list and sort it by preference. There is an option to link additional documents to completed entries. And an option flip documents from a payable invoice to a supporting or accounting document. Approved payables can be exported to Excel for simple importing. Overall Yooz is my choice for our payables needs and I'm happy to work in it all day.

Pros

  • Simplifies the capturing and coding process for payables
  • Allowing # and @ to be used for notifications and tracking is very helpful
  • The ability to search for any piece of data is a great help
  • Tracks utilities by account number when listed in the Description field

Cons

  • I'd like to see my linked documents on the main file instead of having to click to a screen to select the linked doc and then open it. Or at least for the Linked Docs column to be more prevalent. Many users don't even notice it there.
  • Yooz kicks me out all the time. It's too often. And it doesn't care if you're halfway into capturing 7 documents from different locations for one entry either. You have to start all over again. That is extremely frustrating and the biggest issue I have with the program. A lot of time is wasted redoing work lost because of that.
  • Files being locked because another user was in it is also annoying. I've accidently opened a file, closed it and asked someone to look at it and they cannot because it's locked to my user. This has happened when trying to finalize items for exporting to pay and it held us up.
  • Positive impact - Yooz keeps all of our payables in one location and searchable for any users to track. This cuts down on duplicate payments.
Yooz is quick and easy for processing invoices from receipt to final approval before exporting. The export function allows the user to select individual invoices or a group of invoices, which is perfect for division of responsibilities in the program. Timeframes can also be set for the approval process to reach completion before late notices are sent.
Chrome River is slow and full of inconsistencies. Capturing invoices is confusing, as you have to assign approvers and coding at that time. No time to save it and research those details. It has multiple screens labeled inbox but are for different stages in the approval process that aren't specified unless you go into the invoice and review. When you go to exit the invoice, it takes you back to the main menu instead of the inbox you were currently working in. It is live, but the updates are every 10-15 minutes as opposed to immediately.

Do you think Yooz delivers good value for the price?

Yes

Are you happy with Yooz's feature set?

Yes

Did Yooz live up to sales and marketing promises?

Yes

Did implementation of Yooz go as expected?

Yes

Would you buy Yooz again?

Yes

Yooz is perfect for reoccurring invoices, such as utilities, as you can search by account# to show a list of entries allowing consistency across the board. Color coding can be used to differentiate between utilities or responsibilities. This also helps when exporting specific items. I can select one by one or by group.

Yooz Feature Ratings

Accounts Payable
8.0
Automated Accounts Payable Processes
9
Vendor Management
7
Payment Management
7.9
Customizable Approval Policies
8
Financial Document Management
6
Payment Status Tracking
8
Payment Audit Trail
8
Duplicate Bill Detection
10
Advanced OCR
7
Electronic Funds Transfer
8

Comments

  • Yooz AP solution | TrustRadius Reviewer
    Yooz AP solution
    (Vendor Representative) commented 10 months ago
    Thank you, Christina, for your detailed review and for sharing how Yooz has streamlined your AP processes. We're thrilled to hear that you find it user-friendly, efficient, and well-suited for managing high invoice volumes. Your feedback on document linking, session timeouts, and file locking is invaluable, and we’ll continue refining our platform to enhance the user experience. We appreciate your trust in Yooz and are glad it's your go-to solution for payables. If you ever need support or have further suggestions, we’re here to help!

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