SBS Financials Reviews

SBS Financials

Comments: SBS Financials is an easy and flexible accounting system to use.

Pros:

The flexibility of the system is the most thing about it.

Cons:

The system provide the possibility to create a full integrated financial management system

Solid Software Product

Pros:

We have been working with SBS for over three years. During that time, SBS has been very responsive to our needs as well as our ongoing training requirements. Whenever there is something new that we are trying to do or if we are having unexpected problems, SBS Support is very responsive in assisting us. Usaully they are able to go in on the back end and figure things out, but if we need to set up a traing session, they are always very quick to provide that service as needed. Another thing that I like about this software is that it is competitively priced. This is a good value for the money, and I know that we are not wasting our money on the product. We are able to make a resonable payment monthly, and SBS takes care of a lot of the headache for us. As the software is hosted in the cloud, we don't need to worry about backups, etc. We have very rarely been charged for extra time that SBS has worked with us. And when we have, it has been because of a change that we have made as a company that has truly required more help from SBS. All of my staff have been working with this software for quite some time. We have gained proficiency with the software, which is intuitive to use, anyway. It is realatively easy for staff to pick up on and use, and SBS is extremely responsive to us when we need a little extra hand-holding.

Cons:

Because there is a four hour time difference between us and SBS headquarters, we have to be very careful that if we need support, we are making the phone call prior to SBS shutting down for the day. This was frustrating when we were first learning the software, but as we have become more proficient with its use, this is hardly ever an issue. There are instances where the software seems to have bugs. If the user does something that the software doesn't like, it can lock the session up. As we have gotten better with the software, however, we have learned certain things to avoid to keep this from happening.

The system has its pros and cons.

Pros:

I really like the invoice scanning we have implemented and excited for the electronic approvals we will be implementing soon.

Cons:

Reporting. It seems difficult to get reports out of the system. Especially from payroll. I don't really like the look of some of the other reporting.

SBS Financials are easy to use and have fantastic support

Comments: We have used SBS for a long time and have never thought of looking for a different financial program. The versatility to import external system information into our financials is a proven winner that does not need to be changed. As you can see I am a huge fan of SBS.

Pros:

SBS is one of the easiest financial software programs that I have used in my 35 year carrier. We just switched over to the cloud version after using this purchased software since 2002. Either a purchased software or cloud version, you will never go wrong. The support staff/programmers are wonderful to work with and are available for any question and direction support you have at any time. You don't have to wait hours or days for a response as they are always available and extremely knowledgeable to your needs. I wouldn't want to have any other program other than SBS.

Cons:

Wow, this really is a hard question to answer as I haven't found much or anything that I don't like. Being on the cloud version does allow you a little more flexibility in certain functions but overall the the program is phenomenal. We attempted to use Bank Book but for our business we have too many external programs that import information into our system for the GL and about 10 bank accounts therefore this feature does not work for us as we would have to manually enter thousands of transactions to use this function.

Great System with a Support Team that goes the Extra Mile

Comments: SBS works with us to ensure their product has the features we desire to run our business office efficiently. We have added on multiple applications and features throughout the years and have really enjoyed working with the team.

Pros:

The system has so many great features! Our company uses the General Ledger, Accounts Payable, Budgeting, Expense Reporting and PO Applications. General Ledger Application: The ability to drilldown on Financial Statements to get to the detail and pull up the attaching support (invoices, etc.) is a timesaver during our financial reviews. Expense Reporting / Accounts Payable Applications: Online Expense Reporting system that is fully integrated into the Financial Desktop system works seamlessly for our end users that aren't as familiar with systems in general. Approvers having the ability to approve Expense Reporting and Invoices through email or through the system itself is essential in our environment where a lot of our approvers aren't at a computer for the majority of the day. Great feature! Budgeting Application: MUST HAVE! Our business office uses this application frequently to update projections. It has amazing features to compare account information, drill into detail, and quickly update Budget/Projection information. We give our department heads access to their individual department so they can update their projections/budgets on their own and only have access to their particular accounts. The Support Team really listens to feedback to make the system even better. If any problems arise, they are extremely quick to resolve.

Cons:

The financial statement report writing portion of the software within the general ledger application could be more flexible but has all the features to get what we need.

Review of usage of SBS Financials software

Pros:

What I like the most is SBS's customer service. It is easy to contact someone at SBS for assistance with an issue. There is little or no delay in reaching a customer service rep. They are very friendly, very helpful and very thorough. I have never been dissatisfied with their customer service!

Cons:

What I like the least is a few steps that seem to be unnecessary. In A/P, we can pay a miscellaneous vendor. During invoice entry, a question asks if I want to enter the miscellaneous vendor's address. I always clicked "yes" to go to that screen. One day I clicked "No" and it remained on invoice screen. I then manually clicked on the tab to enter the address. The question seems unnecessary. In most cases, the address is necessary, so why does it even ask? Also when entering a credit memo, it asks if it should be applied to an invoice. From an accounting standpoint, the answer should always be "NO". Otherwise, it would change the amount of the invoice that it pertains to, rather than showing a credit against all or part of the invoice. So with every credit memo I enter, I must click "No".

Keeping records is easier with SBS Financial Accounting Software.

Comments: a few of the staff member at SBS that I have had the pleasure of working with) are amazing. Although, we have been using the software for about 3 years and they still treat us like new customers by providing OUTSTANDING customer service. When we have a problem or question, we simply send an email to the SBS support group and a friendly staff member will typically respond in less than 24 hours our question and sooner if it is an emergency. SBS Financial Accounting Software has proven to be a wise and sound investment for our company.

Pros:

The software is flexible and can be customize to meet your company’s needs. The products comes with a very knowledgeable, helpful, attentive, and friendly staff. They listen to their customers’ comments thereby providing enhancements to the software throughout the year, which improves the customer’s experience. Most modules are easy to navigate through. The documentation is useful and easy to follow. You can set the dashboard to your preference: Favorites, Documentation, Recent Task, etc.

Cons:

Creating reports has proven to be a challenge for me because there is so much information available, but I'm not always sure which table to use to retrieve the desired information. However, this is still not a problem because the excellent staff at SBS will quickly guide you through the maze. They will (when necessary) even create the report for you.

FINANCIAL PROCESSING MADE EASY!

Comments: When I new to SBS and had very little training, I made a lot of calls to customer support apologizing every time I called. I was re-assured each time that they were there to help. I always found the staff friendly, helpful and interactive. They were always willing to make sure I left with a positive attitude about using the system. Like any new experience it was difficult but overall SBS is one of the best systems I have used for financial processing from start to finish.

Pros:

I have used several products over the years. SBS invoice processing is straight forward and easy to use. I can do an import of external systems in minutes. If there is a problem the system tells me the problem and I can resolve it in minutes. Maintaining the vendor records complete history is very easy to do. It keeps a record of every vital document and I can notate any problems that stays with the history of the vendor.This system makes my responsibilities a routine schedule.

Cons:

When I am given a new project that needs to be entered into SBS new procedures need to be set up. It could be operator error but I always find it difficult to set up new import versions that actually do what I want. However, I can always call customer support and they either walk me through the necessary steps or take on the problem, resolve it and then call me when I am able to use it.

Customer Since 1999

Comments: We have made a number of changes in our general ledger with chart of accounts and statements. The staff at SBS walked us through every stage of the transition and integration back into our statements. We didn't miss a beat!

Pros:

There are too many things I like to pick just one I like most. I imagine the integration of all the modules with one another and the ability to download/upload other types of software files into SBS for processing would probably be the thing I like most. But really, the customer service just cannot be beat--the best of any software program I've ever used.

Cons:

I wish there was an attendance calendar for each employee which recorded their sick and vacation time. You can pull the time card detail, but I'd love to see an annual calendar for each employee. There isn't anything I dislike-only an enhancement I'd like to see.

SBS

Comments: My experience in dealing with the SBS system and support team has overall been great. Anytime that I have an issue that I am unable to figure out on my own the support team is there to either guide me through to a solution or to figure out how they can fix things on their end for me.

Pros:

Ease of use. Ability to have the images of invoices and checks available on screen.

Cons:

I wish that I had the ability to unpost certain things that are posted in error and I would like to be able to go back and reverse to correct any errors on my own. That being said any time that I call with an issue like that SBS support is able to go in and unpost or fix the error immediately.

Monetary Handling MADE Simple!

Comments: I have utilized a few items throughout the long term. SBS receipt handling is straight forward and simple to utilize. I can do an import of outside frameworks in minutes. In the event that there is an issue the framework lets me know the issue and I can determine it in minutes. Keeping up with the seller records total history is extremely simple to do. It tracks each crucial record and I can document any issues that stays with the historical backdrop of the vendor.This framework makes my obligations a standard timetable.

Pros:

We have involved SBS for quite a while and have never considered searching for an alternate monetary program. The flexibility to bring outside framework data into our financials is a demonstrated champ that needn't bother with to be changed. As you can see I honestly love SBS.

Cons:

Goodness, this truly is a hard inquiry to respond to as I haven't tracked down a lot or anything that I could do without. Being on the cloud variant permits you somewhat more adaptability in specific capabilities however generally the program is exceptional. We endeavored to utilize Bank Book yet for our business we have an excessive number of outer projects that import data into our framework for the GL and around 10 ledgers thusly this element doesn't work for us as we would need to physically enter great many exchanges to utilize this capability.

SBS Financials Review

Comments: My overall experience with SBS Financials has been great! Their customer support is excellent! They are always courteous and prompt on getting issues resolved questions answered in a timely manner.

Pros:

Being one that has never had any formal training in SBS, I found the software easy to use. Each application is broken down into categories that are pretty much self explanatory. When I do have questions on something I don't understand SBS Support is always there and helpful.

Cons:

I don't think this is really a con, but something I wish was available with this software. That after the budget is locked Admin could go in and unlock a "specific" segment, not the whole budget. We had an instance where we had to unlock the budget to re-enter statistics, but had to unlock the entire budget to get this done.

SBS

Comments: SBS support team is friendly and always supportive. They might have to research sometimes, but you can depend on them to resolve the issue. It seems there are more tools I can utilize. I will love to take a webinar style seminar if there is any.

Pros:

Data can be easily export as Excel, PDF, or Word. After downloading the report, it is easy to manipulate as I wish. The import from external system tool is A+. Once you learn it, save your time in GL, AP, BB, and we have fewer errors.

Cons:

In AP, to share the information between two companies like a purchase report, the vendor number has to be the same. If the parent company has the control of setting up a vendor number, it might be more useful.

Ten Years Later!

Comments: Time saving once we were all set up. The software enabled us to centralize all our AP/GL function for 12 locations spread across the US.

Pros:

We implemented in 2010 and have not regretted it. Security features were easy to implement as was creating custom imports from our existing software.

Cons:

Custom report writer can be a challenge, as can setup as there are so many places to set up the user, the AP approvals user. Organization charting can also be difficult. If you don't get it exactly correct the units will not report.

A+ software and team!

Comments: We recently started using the reconciling option. This helps us keep track of our o/s checks on a daily basis. very helpful for monitoring our daily cash needs.

Pros:

There is documentation available on most screens. This makes it easy to try out new options. Anything I come up with that I need is typically available. if by chance there is something, the team is willing to consider it for future releases. I am very happy with this software.

Cons:

Nothing is perfect to everyone. So yeah, there are a couple of extremely minor things that are not worth mentioning.

Versatile

Comments: we have a a positive overall experience with SBS Financials.

Pros:

Once proficient in the software, many processes more streamlined and less time consuming. Support is super helpful.

Cons:

The software can be difficult to learn and because it requires high level customization it is a cumbersome process to setup.

Excellent Software

Comments: SBS support team has been great. We have solved budget development issues, constant training for staff turnover. I would like to see more production solutions for our printing plant.

Pros:

I like the ease of use. Navigation is easy once you spend a little time with the menus.

Cons:

The reporting options are confusing. Reports in the AR module to not tie out to ledger because of how the report looks at information which makes no sense. The budget module is incomplete and no work instruction. There is no fixed asset module.

Smart software

Pros:

Funny to give software a human trait.. but so many times, SBS AP module has amazed me, on how smart it is. Often times, it's way ahead of my brain! One of the best AP processing software that I have used, in my 30 years of being an AP clerk.

Cons:

I have a hard time, with the export feature in the AP module. Trying to select the right parameters is frustrating at times.

Like for the Most Part, Some Irritations

Comments: In general it's a good program and gets the job done. We recently got the update and unfortunately some of the changes you made didn't apply to us and so caused a re-learning curve when the methods had been intuitive (i.e. more key strokes to move between certain fields). We don't use the software to it's full potential so I can't speak to all features.

Pros:

I like being able to work ahead in the next period. The customer support team is top notch. The controls in place to prevent misuse are great for audit purposes.

Cons:

I don't like all the multiple yes/no questions when you do something that isn't considered "usual" - a twice is good enough. Not an overly intuitive program. Not crazy about all the controls though know they're necessary.

This software is perfectly designed and very user friendly.

Comments: Fantastic. Never have problems. The support personnel is very knowledeable

Pros:

SBS is very user friendly and flawless. I like the way you can navigate from one company to another.

Cons:

I haven't found anything yet that I don't like about the software.

Great experience. Very helpful support staff.

Pros:

It is easy to use. SBS works well for keeping the multiple companies that I have to maintain. The system is simple to use for running checks for accounts payable.

Cons:

Consolidating the financials for the multiple companies can be difficult at times. There always seems to be an issue getting all the companies to load into the consolidated module correctly.

LOVE SBS - Does everything i NEED it to do

Comments: Love Kim and the support team. Always helpful and rarely have to wait an excessive period to get responses/assistance.

Pros:

I like that it is entry based so that any changes to anything have to be done by entry so everything stays in the correct period. Also great that multiple companies can be set up. Like being able to run checks on blank stock and the functionality of paying people ACH pretty easily.

Cons:

In Bank book you make a bbti (in) entry or a bbto (out) entry for banking. Makes total sense - BUT that "I" and "O" are right next to each other and one can accidently get the entry reversed of what was wanted.

My experience using this product has been excellent!

Comments: We have had an excellent working relationship with SBS for many years (at least 15 years I believe). The team at SBS is top notch, always receptive to our needs from any system issues to pricing.

Pros:

The number one thing about this product is its ease of use. It is very intuitive. After the training phase, it has been nothing but smooth sailing. There was some apprehension when the switch to the cloud occurred but it too went off without a hitch.

Cons:

There are occasionally transactions which happen which we are unable to explain, however your customer service team is always available to correct any of our mistakes.

Easy to use but would like simpler steps for financial reporting set up.

Pros:

The general accounting functions of Accounts Payable, Bank Book, and General Ledger are relatively easy to navigate and use on a daily basis.

Cons:

The financial statement set up/parameters are hard to navigate and if something needs to be corrected, there are many steps and locations one must complete before it is done correctly. It would be more convenient if the reporting function would allow you to print multiple reports at one time rather than going back in and starting over to run the same report with different account parameters.

The best customer service I've received!

Comments: We genuinely appreciate all the accommodations and support we have received in the last 2 1/2 years

Pros:

- Ease of use of software - Exceptional customer service/support - Implementation projects have not only met but exceeded expectations

Cons:

-That your office isn't in Florida : )