Pros: We decided to utilize the Expense Point Mastercard for ease of downloading transactions directly into Expense Reports in Expense Point. No more questions of actual charges hitting the credit card – tips added incorrectly, forgotten charges, or guessing. Staff simply categorizes entries that need to be categorized and attach receipts – saving time. We then upload a file from EP into our Accounting software.
Cons: Sometimes, it seems that pulling reports is cumbersome and still figuring out potential duplicate entries from learning curve of manual versus automated entry of transactions.
Overall: The customer service that we have received has been excellent. Questions have been answered in a timely fashion and screen shots of our system provided to explain an issue or fix were appreciated.
Thank you for your great review of ExpensePoint. We really appreciate your feedback and your comments about pulling reports. We do have an analysis report that you can run to determine if there are any duplicate entries. One of our team members will be sure to reach out to you to show you this report and also to walk you through the Analysis Manager area more. Thank you for being our client.
Paul Ansloos – V.P. Global Sales & Marketing