--- title: "ExpensePoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is ExpensePoint the right Expense Report solution for you? Explore 354 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/92390/ExpensePoint/reviews/" page_type: "reviews" language: "en" --- ExpensePoint 4.8 (354) [View alternatives](https://www.capterra.com/p/92390/ExpensePoint/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 16th, 2026 # Reviews of ExpensePoint Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews Mv Margot v Learning and Development managerHuman Resources, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “The App: I can use it on the go, during public transport for example, and the Customer Support, they are always friendly and quick in answering.“ May 8, 2026 VY Vicky Y Executive AssistantFood & Beverages, 201 - 500 employeesUsed the software for: 1-2 years. “On the technical side, we have noticed recently that the approval process has become slower than usual. When reviewing expenses or reports, we often need to continuously refresh the page to load each item, which impacts efficiency.“ May 1, 2026 VY Vicky Y Executive AssistantFood & Beverages, 201 - 500 employeesUsed the software for: 1-2 years. “They go above and beyond by proactively setting up meetings to walk us through tasks, which makes a real difference for our team.“ May 1, 2026 DA Darlene A Senior Accounting TechnicianAirlines/Aviation, 51 - 200 employeesUsed the software for: Less than 6 months. “Leaning how to set up the GL codes, I found that to be bit of a challenge as there so many screens you have to go to set it up.“ June 17, 2026 SF Sherry F Director of FinanceMachinery, 51 - 200 employeesUsed the software for: More than 2 years. “I always get a helpful response within the day, and if it's a more complex problem that we have to work back and forth on, the responses are quick and friendly.“ June 10, 2026 KB Katrina B Director of Office ServicesNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “One frustration I have is the lag between when a transaction completes in the bank and the transaction comes through ExpensePoint, it can take 3-5 days. “ September 4, 2025 JK Jacob K Manager, Finance and AccountingHospital & Health Care, 201 - 500 employeesUsed the software for: 1-2 years. “The customer support team is incredibly responsive, and the customizability of the expense management system is suitable for organizations of all sizes.“ September 4, 2025 CL Carol L ControllerWine and Spirits, 11 - 50 employeesUsed the software for: More than 2 years. “When I am in the app or on the website, the connection tends to be shakey.“ April 29, 2026 ## Showing most helpful reviews Showing 1-25 of 354 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NOEMIE V. Financial Controller Construction Used the software for: Less than 6 months ### "Happy Customer! Very professional team and a software that fulfill our needs." June 11, 2018 5.0 So First benefit is that people don't have to carry around there receipts and lost them, and for us that the huge benefit. Then I would say that on the long term it's gonna reduce the work of creating the report (waiting to see how the integration with our ERP works first!) Pros First everybody we talked to was very professional and very reactive on every requests we had (even proactive). Great Customer Support! Then what we like the most about the software itself is that it's very user friendly and very flexible for the company needs. Also best value on the market. The receipt reader is a feature that we really love. We are using expense point since a little more than a month and our company is very pleased with it. I definitely recommend it. We are still in the process of integrating expense point with our ERP and looking forward to it. That would saves us a great amount of time. Cons I don't have much cons because when we have a problem we notified the customer service that take care of it. The only thing right now is that we are eager to have the Spanish Version! Review Source Response from ExpensePoint June 12, 2018 Dear Noemie, Thank you for the wonderful review of ExpensePoint; we certainly appreciate it. I am very pleased to hear that everything is going really well and and I have passed on your comments about 'Great Customer Support' to your customer support team. We are also looking forward to getting the Spanish version very soon. Thank you for choosing ExpensePoint and allowing us to serve you and your company as your expense reporting partner. Welcome to the ExpensePoint Family! Kind regards, Paul Ansloos Vice President - Global Sales & Marketing VY Vicky Y. Executive Assistant Food & Beverages Used the software for: 1-2 years ### "Great Platform with Outstanding Support" May 1, 2026 5.0 Overall, our experience with ExpensePoint has been very positive. The platform meets our needs and the exceptional support team makes a real difference in our day-to-day use. While there are a couple of areas we would love to see improved, they are minor in the grand scheme of things and we would not hesitate to recommend ExpensePoint to others. Pros The customer support team at ExpensePoint is outstanding. They are always quick to respond, incredibly knowledgeable, and genuinely helpful every time we reach out. What sets them apart is their ability to understand what we need even when we're not entirely sure how to ask the question ourselves. They go above and beyond by proactively setting up meetings to walk us through tasks, which makes a real difference for our team. We truly appreciate the consistent level of service and support they provide. Cons The only area for improvement is not with the support team themselves, but rather with the system and the training available around it. As our company continues to grow and the platform evolves, we feel that more structured and regular training sessions would be beneficial — particularly for onboarding new employees and keeping existing users up to date with new features and changes. Periodic training sessions would go a long way in helping our team get the most out of the platform. On the technical side, we have noticed recently that the approval process has become slower than usual. When reviewing expenses or reports, we often need to continuously refresh the page to load each item, which impacts efficiency. It is unclear whether this is a platform issue, but it has been occurring more frequently lately and is worth flagging for your technical team to investigate. Review Source Response from ExpensePoint May 21, 2026 Hi Vicky, thank you for your detailed and thoughtful feedback! I am thrilled to hear that our Customer Support team has made such a positive impact on your experience. I appreciate your suggestions around more structured training opportunities and onboarding resources as your company grows and for flagging the recent slowdown in the app. I'll share this feedback with our team for further investigation. Thanks, Fatima TT Titatida T. Asia Share service manager Biotechnology Used the software for: 2+ years ### "Asia Share Service Manager" August 26, 2025 1.0 Customer service support almost never done it right the first time. Set up new user / amend information are always wrong. Pros Flexibility in the system with approval flow. Cons Poor supports. Careless customer service. Seems they only focus on close the ticket rather than getting it right. Alternatives considered [SAP Concur](https://www.capterra.com/p/380/Concur-Expense/) Reason for choosing ExpensePoint ...................................................... Review Source Response from ExpensePoint August 28, 2025 Hi Titatida, Thank you for your feedback. We’re glad you find value in our system’s flexibility, and we’re truly sorry our support did not meet your expectations. We take your concerns seriously and are reviewing our processes to ensure better accuracy and service. Someone from our team will be reaching out to you directly to address this. Thanks, Fatima DA Darlene A. Senior Accounting Technician Airlines/Aviation Used the software for: Less than 6 months ### "ExpensePoint changed my life! " June 17, 2026 5.0 I enjoyed my experience with learning ExpensePoint and having \[sensitive content hidden\] as our guide. She was very helpful and quick to answer any questions we had. Pros I love how easy it is to see the transactions and were everyone is at with submitting their reports monthly. Cons Leaning how to set up the GL codes, I found that to be bit of a challenge as there so many screens you have to go to set it up. Review Source DW Debbie W. Senior Staff Accountant Non-Profit Organization Management Used the software for: 2+ years ### "Senior Staff Accountant" May 5, 2026 4.0 We have been a long standing customer for over 10 plus years and the support has always been exceptional. Pros The easy of use and complexity for our general ledger and audit trail needs. Along with the quick customer support response when we have any issues or questions. The 'mywallet' email feature is a big hit with our employees. Cons That reports are not exportable via excel. It would a huge plus if we could extract totals by date range, categories, employee and GL Review Source Response from ExpensePoint May 21, 2026 Hi Debbie, thank you for your kind feedback and for being a valued ExpensePoint customer for over 10 years! Regarding reporting, in the Analysis Manager reports can be saved as Excel, PDF, and CSV files. There are also filter options available for date ranges, categories, users, report titles, GL codes, and more. We’d be happy to help you explore these features further, so please feel free to reach out to support@expensepoint.com and our team can assist you. Thanks, Fatima SB Sarojini B. Accouning Technician Banking Used the software for: 1-2 years ### "Accounting Technician" May 12, 2026 4.0 The customer support are very helpful and always give a prompt response.The onboarding session was great and \[sensitive content hidden\] did several training for our company.they know their product very well. Pros For the visa, the transaction is created automatically, and for the kilometre when adding the address it gives you the exact distance. Cons when log in and verifying expenses to able to stay longer on the application without kicking you out after 15 minutes. Review Source Response from ExpensePoint May 21, 2026 Hi Saronjini. Thank you for your thoughtful feedback! I'm glad to hear that the automatic expense creation and our mileage tracking features have been helpful to your organization. I would also love to learn more about the timeout issue you mentioned. Someone from the team will reach out shortly if you're okay to share additional details so we can better understand your experience. MV Margot V. Learning and Development manager Human Resources Used the software for: 1-2 years ### "Expensepoint experience" May 8, 2026 4.0 Pros The App: I can use it on the go, during public transport for example, and the Customer Support, they are always friendly and quick in answering. Cons The App could be even more simplified, there are still too many clicks needed in my opinion. It could be even quicker. Review Source Response from ExpensePoint May 21, 2026 Hi Margot, thank you for sharing your experience with ExpensePoint! We're happy to hear that the mobile app and our Customer Support team have been helpful and convenient for you while on the go. We also appreciate your feedback about simplifying the app experience and reducing the number of clicks needed. Comments like yours help guide future improvements, and we’ll be sure to share this with our team. Thanks again for your support. - Thanks, Fatima EF Emma F. Financial Controller Building Materials Used the software for: 1-2 years ### "Celebrating a great year working with ExpensePoint" May 5, 2026 5.0 Great overall experience! I have been working with Patrysha for a year now and it is a real pleasure. The support team is also very helpful and responsive. Pros I love working with the team, they are always available et ready to find solutions with you. Plus, the tool is really intuitive and easy to understand - savec a lot of time. Cons I would say that the tool tends to crash or reload a lot. Sometimes it takes time for the software to read a receipt. Review Source Response from ExpensePoint May 21, 2026 Hi Emma, thank your for your feedback. I appreciate you bringing your issues with crashing and delays to light. We’re currently going through updates aimed at improving performance and reliability, and we’d love to learn more about your experience. Please feel free to reach out to us at support@expensepoint.com with additional details so our team can investigate further. Thanks, Fatima TN Tien N. Assistant Controller Packaging and Containers Used the software for: 2+ years ### "Thank you!" May 7, 2026 5.0 I have been working with ExpensePoint for 4 years and it is super easy to use. Great customer service. Pros The Customer Support is very helpful. I can talk to real person not an AI or auto machine. The CS helps me right away with my questions. Thank you very much! Cons ExpensePoint cannot add more than one person to approve expense reports. I cannot download user list. Review Source Response from ExpensePoint May 21, 2026 Hi Tien, thank you for your kind feedback and continued support over the past 4 years. I'm glad to hear that the Customer Support team has been able to support you and I will happily take your feedback back to our teams. Regarding your suggestions, users can download a user list through the Analysis Manager. If you need any assistance with this or would like to discuss your organization's approval workflows further, please feel free to reach out to support@expensepoint.com and our team will be happy to help. Thanks, Fatima KM Kristen M. Staff Accounting Retail Used the software for: Less than 6 months ### "Love this business tool!!" June 3, 2026 5.0 Pros Quick responses with the support team. I had \[sensitive content hidden\] helping this latest time and wow! Very quick to respond and took care of everything I needed. I have previously had \[sensitive content hidden\] helping me and also a great help!! \[sensitive content hidden\] was quick to notice my mistakes and help me fix them! Cons I seem to not have many "verify matches" I might just not be doing it correctly. The mobile app also seems a bit harder to edit the transitions, again, could just be me not being familiar with it enough. Review Source PB Phillip B. Builder Account Manager BAM Building Materials Used the software for: Less than 6 months ### "\[sensitive content hidden\] is the Greatest ! FIVE \*\*\*\*\*!" June 12, 2025 5.0 Very happy with the service that \[sensitive content hidden\] provided she was able to help me with all the issues I was experiencing. Pros I called with some issues navigating between the report I was creating and the wallet and duplicate expenses. I was helped by \[sensitive content hidden\] She was a great help very knowledgeable and patient. She actually made a frustrating situation learning the functions of new software actually fun! I normally am not quick to take surveys or leave reviews with that being said if I receive top notch service I am happy to go out of my way to recognize service. That is what \[sensitive content hidden\] provided! Very refreshing and not the kind of service offered by most companies today. Cons Not that I didn't like something, being new to using EXPENSEPOINT the familiarity of steps and functions was a bit frustrating. Switched from [Certifi](https://www.capterra.com/p/208926/Certifi/) Corporate Decision not sure the reason, most likely due to finding a more efficient software that is more user friendly for a large group of people. Review Source DC Dan C. Director of Operations Non-Profit Organization Management Used the software for: 6-12 months ### "Recommend Expense Point" December 17, 2024 5.0 Great value for the low fee. Easy transition for staff Pros Download of transactions from bank card most helpful. Great customer support Cons Sometimes the phone connection is less than ideal - not sure if it is their phones or ours... Switched from [Expensify](https://www.capterra.com/p/97594/Expensify/) Download for corporate card not possible with Expensify Review Source TB Thomas B. Service Manager Machinery Used the software for: 6-12 months ### "Simply the best " August 13, 2019 5.0 The end user benefits tremendously from not having to carry multiple receipts in their possession. The administrator doesn’t have stack of paper sat on the desk The accountant can automatically sync the claims with our ERP. These are all savings of NVAT with no negative impact on our administration at all. It’s a win/Win Pros The accuracy of the receipt reading is second to none that I have ever experienced with other suppliers. Cons I would like for it to automatically take daily values down to a pre-set amount if the end user exceeds an allowance. It doesn’t do this, but neither does ay other system. I hope that the industry best practice will change to suit. Reason for choosing ExpensePoint ExpensePoint ticked the most boxes during the shortlisting process. Eventually my selection process left Pleo, ExpensePoint and Certify. After a sales demo from those 3 and subsequent Q&A between our accounts dept myself and the provider ExpensePoint was clearly the correct solution. This was based on price, suitability to our organisation, industry experience and an inherent gut feeling that i could trust them. ExpensePoint have gone on to prove me correct. Switched from [SAP Concur](https://www.capterra.com/p/380/Concur-Expense/) I carefully selected Concur for an original trial in 2017 but after 3 months of battling with bad customer service, a misleading salesperson and OCR scanning causing massively inaccurate claims I pulled the plug on the pilot programme before we had to start paying. Burned by the experience i waited a whole year until trying again and settled on ExpensePoint after a very careful partnership search. We are now fully operational with ExpensePoint and i have found that it is far better in every way than Concur. Review Source Response from ExpensePoint October 7, 2019 Dear Thomas, On behalf of the ExpensePoint team I would like to thank you for your generous review. Simply the best is a great accolade! The benefits you have mentioned are why we created this expense management solution. To have you articulate that, is a win for us. I will forward your suggestion for automation to our Development Team. We thank you for your feedback and your business. Kind regards, Sherry McKeen-VP-Global Client Relations KP Kelly P. Junior Accountant Food & Beverages Used the software for: 6-12 months ### "ExpensePoint Review" August 2, 2019 5.0 This has consolidated as well as promoted for much change in our company. Our department heads are taking control of their financials for their departments and much of it started with questions when we began using ExpensePoint. Pros Any time I have needed help, our rep has always been right there to assist very quickly. It has made things much smoother and easy for us. Cons The app can have bugs every once in a while and it would be easier if you could click from the main screen when you have reports to review, rather than go into the Expense Manager and search. Alternatives considered [SAP Concur](https://www.capterra.com/p/380/Concur-Expense/) Reason for choosing ExpensePoint I was not involved in the purchase of this product, however I do believe the followup with the other company that was in consideration was not very good. Review Source Response from ExpensePoint October 8, 2019 Dear Kelly, At ExpensePoint we appreciate G&C Food Distributors. Your business is important to us and we appreciate that you have taken the time to review our program. It is great to hear that your experience with our customer service was helpful and efficient. In addition, is is great to know ExpensePoint has promoted change in your company and empowered your department heads. Wow! I will forward your suggestions to our Development Team to review. Thanks again. Best wishes, Sherry McKeen- V.P. Global Client Relations DG Dunia G. Controller Civil Engineering Used the software for: Less than 6 months ### "Controller" September 9, 2025 5.0 It's premature to evaluate the overall experience since the system was recently implemented. However, the onboarding process has been highly positive. \[sensitive content hidden\] has been exceptionally efficient, and her prompt, effective responses greatly contributed to a smooth and enjoyable implementation. Pros Customer Support - The onboarding process has been highly positive. Quick responses and efficient solutions to meet our company's needs and expectations. Cons Limited Integrations - ExpensePoint does not have a direct, pre-built integration with Deltek Vantagepoint Review Source LD Lela D. Accounts Payable Accounting Used the software for: 2+ years ### "Experience" August 15, 2025 5.0 Pros The most i like about Expense Point is that is easy to use, there is a lot of categories its easy to navigate with categories. Cons The least amount about Expense point is , It lags a little bit,When searching for a specific person it takes a long time to come up. Review Source Response from ExpensePoint August 28, 2025 Thank you so much for this constructive feedback. Over the upcoming months you should start to see performance improve a lot as we improve our infrastructure and migrate our database. We appreciate your business. we look forward to making ExpensePoint even easier to use. BH Bernard H. Ledger Team Manager Leisure, Travel & Tourism Used the software for: 2+ years ### "ExpensePoint Experience" March 27, 2025 5.0 The system is easy to use and anytime we have had an issue we have contacted the help-desk and always received timely responses and issues resolved Pros The system is user friendly and the data we extract is very useful. If the system doesn't do something we need we can request changes be made to allow us to do these Cons Not being able to copy a profile to a new user Review Source JW James W. Operations Manager Transportation/Trucking/Railroad Used the software for: 6-12 months ### "The best expense management solution" January 30, 2025 5.0 ExpensePoint automated tracking and reporting features have helped streamline our financial processes, making audits and compliance much easier, and it’s a great tool for businesses looking to automate expense management. Pros It simplifies expense management with its intuitive interface and automation features. The integration with corporate credit cards makes tracking expenses very seamless Cons Some customization options require additional support in the mobile app, but when followed properly, it's more responsive and faster. Review Source DS Daniel S. Controller Food Production Used the software for: 2+ years ### "Controller" December 16, 2024 5.0 I have used ExpensePoint for 6 years now, and have been able to leverage many additional features since over this time. I have appreciated the help from the customer service team. Pros The value for the money is tough to beat. Very responsive customer service. Cons There are some limitations on what information can be exported out of Expense point and into our ERP system. Review Source VF Valerie F. Controller Computer Software Used the software for: 2+ years ### "Outstanding people" December 23, 2024 5.0 \[sensitive content hidden\] was fabulous!!! And \[sensitive content hidden\] has also been fabulous at her support job!! Pros Stellar #1 Customer support! Always friendly, helpful & efficient!! Cons No cons. Possibly, the ACH timing, but haven't reviewed it since initially starting with ExpensePoint. I just do it through our bank and deposits are done within a day or two. Review Source TG Thelesha G. Management Environmental Services Used the software for: 6-12 months ### "Complete streamline of our expenses" February 13, 2021 5.0 Reduced paperwork and printing and improved efficiency throughout the company. Pros We have been struggling to keep track of expenses in a way that doesn't seem like an interruption to our workflow. We previously used paper vouchers for accountability and have now cut our printing by almost 50%. There is a receipt wallet which stores all receipts once upload in real time which is a great feature for employees who work primarily in the field. For busy employees, rights can be granted for an administrator to author their reports. The level of tracking by - user, category and project allows you drill down to get a thorough understanding of spending. The printable reports are very professional-looking. We thought the cost was AMAZING for this level of expense tracking' so affordable compared to their counterparts with less features. We also appreciate that we are able to pre-set what GLs can and cannot be used for expenses which eliminates inaccurate coding of expenses. The landing pages to sign in are refreshing. Last, the customer support was top-notch and unlike that of other software companies we've worked with. Cons We haven't found any major features that were lacking. Those we though were an issue were rectified with additional training. Reason for choosing ExpensePoint Value for money and the amazing customer support. Switched from [TeamDesk](https://www.capterra.com/p/42128/TeamDesk/) We needed more advanced features. Review Source Response from ExpensePoint March 4, 2021 Dear Thelesha, Thank you for this amazing review. I am so happy to hear that ExpensePoint is making a positive impact on your day to day business, saving you time, giving you valuable data, and a great result for an affordable price. Kind regards, Sherry McKeen - Vice President - Global Client Relations CO Cliff O. President and Chairperson Non-Profit Organization Management Used the software for: Less than 6 months ### "Critical Software for Non-profit" March 4, 2023 5.0 The ExpensePoint team took great care to understand the business needs of our non-profit and offered a suite of capability and pricing options that work well with how we operate. The support has been outstanding and flexible. The software is robust and capable for our needs as we grow into the future. Pros The expensepoint system is robust in its capability for managing and tracking expenses. The mobile app is especially easy to use and the ability to upload receipts with automatic OCR scanning greatly improves ease-of-use. Cons The main web interface feels somewhat dated and confusing. It's fully functional and there are features implemented on the website that cannot be accessed via the mobile app (e.g. adding an email address for receipt uploading). Reason for choosing ExpensePoint Pricing options and flexibility around the needs of our non-profit. Pricing on a "per expense report" basis makes much better sense for our needs and was not an option with the competition. Review Source ADS Adam D S. GP Consultant Insurance Used the software for: 1-2 years ### "Exceptional Customer Service and Support" April 29, 2019 4.0 We needed to find ways to capture some indisyncratic data so we could stage 4 different uploads based on the expense report type. Dealing with \[SENSITIVE CONTENT HIDDEN\] and her team was a dream when we were trying to make significant changes to our EP environment regarding data, report composition and customizations that would allow us or better ease in integrating data. She was extremely responsive and sent us data and reports almost immediately in most cases. She has a great attitude and was very patient with us, explaining things away. Her speed, knowledge and professionalism allowed us to make movement on a project very quickly and ahead of schedule. She is an asset to Expense Point and we really enjoyed working with her on our initiatives. Sincerely, Adam D. Smith Accounting & GP Consultant Sunz Insurance Company Pros Easy to use, simple GUI and immediat repsonse by support staff. Cons Wish it could directly integrate with MS Dynamics Great Plains Review Source Response from ExpensePoint October 8, 2019 Dear Adam, Thank you for your great review of ExpensePoint. I am pleased to know you enjoyed working with Theresa and her team. They are our support dream team! I know that Theresa loves helping our clients, so it is great to know how she made your implementation easier and timely. I also appreciate your feedback regarding integration with MS Dynamics Great Plains. I have passed this recommendation on to our development team leader. Thank you for being our valued client. We really appreciate your business. Best wishes, Sherry McKeen- V.P. Global Client Relations RP Rachelle P. Senior Finance Executive Financial Services Used the software for: 6-12 months ### "Best Expense Report Software!" October 11, 2018 5.0 Overall experience with ExpensePoint has been great. Truly the best expenses software I have ever used by far. Pros Apart from being a 100% user friendly to both users and admin, what I really like about expensepoint is that it can be customized according to business needs. And when it's customized, it even works like magic! Also, when ExpensePoint team promises you the best customer service, they actually mean it! They're always available to help you anytime, wherever part of the world you may be. Cons Limited information displayed for the transactions (description not shown) when viewing the entire report which is a bit difficult when browsing quickly to look for a specific transaction by its description. I would need to open each transaction to see it's full description. Review Source Response from ExpensePoint November 14, 2018 Dear Rachelle, Thank you for taking the time to provide your wonderful comments about ExpensePoint. I am very pleased with your overall experience with not only the program but also with our company service and support; it means a lot to us to hear those things from clients. I have also asked your support team to contact you to see if there are better ways for us to expand on the viewing experience when looking at transactions. We are always seeking client feedback to better the program which in turn provides a better user experience for all our clients; Thank you for this feedback. Finally, thank you for choosing ExpensePoint as your employee expense management tool. It is a pleasure to have Deloitte as our customer. Kind regards, Paul Ansloos - Vice President - Global Sales & Marketing PS Peter S. Mid Level Accountant Used the software for: ### "ExpensePoint" January 15, 2015 4.0 Let me preface this review with the fact that I work for a small non-profit with about 55 employees. ExpensePoint works well as an expense reporting program. With the help of our customer service rep, I was able to setup our account code structure and approval chain. The account structure requires a sort of high level programing to assign certain departments different account codes and project numbers, etc. I don't come from an IT background, but I know my way around a computer, and I didn't have an issue setting this up with a little help from our customer rep. Our business assigns project codes to different account codes almost annually, so it can be a challenge to then go into ExpensePoint and change a bunch of the rules so staff can access the correct account codes. They could improve the account code chain setup and make it simpler to edit them. The approval chain will require some tweaking from time to time as the business structure changes, but is much easier to manage than the account structure. We also make use of the credit card integration so that our staff can create credit card expense reports in ExpensePoint. It was a bit of a challenge, but we were finally able to get Visa to give us the correct file type needed, and now it works flawlessly. We also have the reporting section of the program which allows us to run reports based on almost every input field in an expense report. ExpensePoint can also be integrated with accounting software, such as Financial Edge. I can't speak to how well that works, as we're still in the process of getting the two programs integrated. The only major issue we have had is that there is no way to file expense reports when they have been paid/ approved through the system. So, when I go into my account I still have old expense reports from 2012 sitting in my profile. If they could make it so that after the end of the year, every report dated 2014, for example, would go into a folder labeled 2014, it would really streamline the experience. This may be a minor complaint, but it is quite annoying. All in all, I would say that it's a solid program that does what we ask it to. Review Source Response from ExpensePoint January 15, 2015 Dear Peter, Thank you for your great and very constructive feedback. Our team have been notified of your suggestions and will look at integrating them into future upgrades of ExpensePoint. Thank you for being our customer. 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