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801 Review
74 Karma

Review on o9 Solutions by David Gonzalez

Revainrating 5 out of 5

Great product with tons potential and room left open

The flexibility of how to configure your data sources is really great! I also like that you can have different views for managers vs employees etc which helps make things easier in terms of understanding where each team member's responsibilities are when it comes time to create an invoice or expense report (for example).

img 1 attached to o9 Solutions review by David Gonzalez

There could be more detail regarding exactly why certain filters were applied so as not just "No results" shows up, but actually gives some insight into how those choices would impact my result set at this point - maybe even give me links? Some fields within our invoices/expenses reports don't show all relevant information by default unless they're checked off; being able filter down these lists makes them more manageable. This allows us better visibility across multiple teams without having everyone check every box during final preparation before we submit any expenses /reports because then there will still likely end up missing something.

Pros
  • Good visuals with plenty options available via drop down menus &, keyboard shortcut buttons such..shift+up arrow..etc., ability customizing viewable records from specific areas e,.g if one does NOT want payroll related info displayed while viewing pay stub documents instead showing only employee addresses..or vice versa.
  • Ability To See Total Expense Amount In One Drop Down List With All Associated Line Items Displayed As
Cons
  • Minor Issues