Opiniones de BQE CORE Suite

Using CORE to invoice our clients has freed up so much of my time I'm afraid I could have streamlined myself out of a job. Billing previews that used to take days are now done in hours. The time to create invoices and submit them for approval takes about 25% of the time before CORE. Easy to learn and a breeze to use.

ORE is a very complex software system to set up, but once we worked out all of the nuances and specifications, this software rocks!

The customer service is outstanding and available 24-7. The software itself is easy to use as long as you put the time in to learn what it can do. Reports are great and very customizable and if you cannot find what you need there is an option to reach out for a custom report for a fee. Time entry is extremely easy to do whether you are in the office or on the go.

Invoices when in draft mode cannot only have some changes made to them, whereas other PM software I have used lets you update more whilst in this mode. Also we started using the accounting feature and the bank feed updates are still not working

I can have access through any computer. This the only good thing

You can count on Mondays of the software not working due to updates that they did, the registries do not add things correctly - ex. The ledger balance is $15,000 and you have an expense of $300 and your new balance is $1000; and the beginning balance of the account is now showing -$33,000 when it was actually 0. We have to keep a separate excel spreadsheet so we know how much money is in our account because random amounts will just pop up in the ledger. When you reconcile you can only see the unreconciled items through a backwards way instead of them appearing on the monthly reconciliation report. Once a contract limit is met, all time goes to non-billable and is never calculated in the total cost of the project. The only way to have all costs allocated to a project is for them to be billed or marked as billed. We are currently looking to switch as soon as possible.

I love all the reports that we can create, track progress of our projects financially, and use it to teach our team about management.

The price to add users is a bit high. The ability to work through custom KPIs is tough.

This is very easy for time management and billing process.

For easily understand there should be some videos for how to use it. I was facing the same issue initially.

The software is very easy to use and to navigate.

For time tracking I would prefer if the projects would carry over week to week until they are removed by myself.

Very easy to use and reliable. convenient to track time and pull reports

Nothing as such, its a great product to use for time tracking

It is easy to use and very user friendly.

Sometimes its time delayed when selecting a company name.

BQE CORE Suite is easy to navigate and simplifies the user experience, as it is organized in an intuitive manner. It's also highly customizable.

I have not run into an issues with this software yet.

I like the efficient manner of submitting timesheets.

The UI is a little confusing at first but once I get the hang of it, it is a breeze

Our company transitioned many years ago to BQE from a different software which was not as detail oriented as we needed for project budgets as well as client satisfaction on invoicing. Offering services to many different types of agencies - from federal to local government agencies to the private sector, each client requires a different level of detail on invoicing. In the past, we have found it very difficult to track time and transition those hours into a contract based invoice.

Would like to see more streamlined and simplified process of client credits. Right now the only way is to have it has a retainer.

Project management and accounting real time data metrics anytime and almost anywhere through cloud based hosted subscriptions allowing quick response time to our valued clients. CORE has eliminated need for complicated spreadsheets and various other methods of housing project data. Coming from QuickBooks desktop accounting which we have used for almost 19 years, CORE accounting subscription has given us access to company financial data anywhere. We are utilizing Core for time tracking, expense reports, billing, project management and accounting.

The display as feature needs to be expanded and made specific to invoices and time cards. Core has ePayments for credit card and we are waiting for ACH feature which is going to be there somewhere in August.

The call-in support is always available.
The billing module & templates. It is easy to generate invoices.
The batch update feature.
Uploading documents in various modules.
View of information projects are restricted to authorized personnel.
Ability to sort and filter various screens.
How CORE will remember where you left off if you leave a screen or log-out (same filters, etc.).

Core can use these improvements:

3. What improvements would you like to see in Core
• An Accounts Payable Widget that shows open invoices that are due within a customized time frame.
• A tracking method for professional continuing education requirements.
• Enabling dependency between phases (not just within phase).
• Download GANNT chart into Excel that looks like the chart (not just a list).
• Being able to modify draft invoices without having to delete and start over.
• Vendors – tracking COI’s w/60-day advance reminders.
• AP checks to include invoice number (not the bill number).
• In the project structure, a separate tool to move a phase up or down (rather than the grab and drop).
• The AR invoices to automatically sort to open status only (not all invoices).
• The ability to hide or delete built-in accounts in the Chart of Accounts.
• Custom HR forms that can be sent to employees and electronically signed.
• In billing, projects that are in complete or cancelled status, it will not show up in the drop-down menu when creating batch invoice.

It is very easy to learn to use for both staff entering time and new accounts staff.
The ease of time entries means that fewer staff are delinquent on keeping timesheets up to date.
Projects can be broken down into phases - this is KEY for tracking fees within an Architectural Full scope of services.
You create your own Activity Codes which you can align with your preferred Contract
It REALLY does speed up invoicing tremendously
It offers a WIDE range of invoice templates and reports to analyse project Fee expenditure and report to Clients
It allows for various levels of security access so that Senior Staff are not beholden to the Accounts Department when they need to report to a Client or check the Fee against the Contract
All staff can monitor Fee in real time (assuming time sheets are up to date)
Senior Staff can easily monitor and give feedback to staff on performance and productivity, based on various time periods, for example on Billable vs non billable hours, contracted hours performance etc
The technical support is excellent
Integrated with Quick Books very well

I can't think of anything really....If I had to be critical I would say:
- there are so many reports that you are unlikely to use them all and can get lost in the Report Centre. However there are tabs for your favourites and memorised reports.
- Expenses are very very to enter but not as easy to unwind/change as Time entries

I like that this software is fully functional and can potentially do anything a consultant or engineer would need to do without having to use other products.

BQE can do almost everything and therefore it is complex and requires a lot of assistance from tech support. I have found that on most calls I have made the lower tier tech support has to contact the upper tier tech support and gets back with me later - sometimes. I am still waiting on them to fix some things (for weeks or months now). The 'powerful' proposal builder is a joke. Tech support just told me to type it in another program and import it, but that doesn't even work well. I have found a bunch of bugs and half thought out ideas. For example, to enter receipts or documentation for transactions other than credit card transactions requires a bunch of extra steps and cannot be done from the phone. Projects are complex (which is a good thing because they can do a lot) but it takes a lot of effort to setup a project and it can't be created from a template on the phone. I have bumped up against a bunch of walls inside BQE and when I ask how to do this or that I'm just told that isn't a feature BQE has.

The product is great for the management of a project from time and expense reports to document management. It also manages the office contacts and calendar of events for all the employees. It will give you in real time if you are making or losing money on a project. It tracks and creates invoicing for all project clients. If you use QuickBooks, it is integrated directly with that software for complete accounting management. It is a great tool for Architects in that it is formatted for what we do (tasks and phasing of projects). If you have internet connection, you can get access to this program while on the road,

When opening up project file, it takes 2 or 3 clicks to open up a file, such as Word, PDF and AutoCAD. Very, Very frustrating. Many of my employees do not use is function and simply use Window file manager to open and move files. We should not have to do this. It uses Java in the background for some of its operations, and I am not a fan of Java... it is always updating. Updating of the software is somewhat difficult for the person not a computer nerd.

1) It has a nice look and it's easy to use because it is organized in an intuitive manner.
2) It is also incredibly customizable. There are so many ways to filter reports and adjust who sees which reports and when, it kind of blows my mind. I have done so many things to customize this software to my firm's needs and I still feel like I've just scratched the surface. This also means it will continue to be useful as my firm grows, which is incredibly valuable.
3) It's a cloud-based software, which means I never have to worry about installing the latest updates. It's also an extra bonus layer of data security because the data is not housed on my local in-office server.
4) Tracking time is easy, and once hours have been billed to the client they are marked in the system (this may seem like a pretty basic feature, but it was surprisingly difficult to find in a case management software).
5) It talks to QuickBooks online, and it's easy to transfer data. It saves a lot of time to transfer invoice and other data from the project management software directly into my accounting system.
6) The customer service and follow-up support is great. I was walked through the initial implementation, which got me up and running almost immediately - very little work time invested in the implementation. After using the software for a few weeks, I scheduled a one-on-one training session with a BQE trainer to get all my firm-specific questions answered which was great.

My only (minor) complaint is that it does not yet also function as a CRM. I hope they add this feature because I'm looking forward to incorporating that data and function into the same system as my case management.

In my capacity as an Accounts Manager, I feel liberated to access critical client data in real time. Ability to update the Core database remotely from multiple devices has increased efficiency and productivity for the Finance & Accounting Dept.

Seamless integration across one interface has been a game changer for project management. Collaboration, time and expense entries and accessing overall health of projects is readily available. Key performance indicators and customizable dashboards offers the foodies who eat with their eyes an appetizing experience using Core.

Change is the only constant. Offering end user of Core inclusivity and engaging in product improvement will enhance significant updates. Select a Core group of users, incentivize and march to the finish line fielding their hands on user experience , constraints and limitations. Polishing and adding new features are the key to user satisfaction.

Time and expenses recording. Invoice creation. Financial planning and reporting.

The ability to customise reports is an additional costed service. It is really set up for USA and I had some tricky times making sure I reset up the currency. Also, you need to use 'Purchase Tax' for 'VAT' to make things work as you would expect.

We have been with BQE for 17 years and 3 years back we made a decision to switch to all cloud BQE Core and we love it. This was the best decision! All our employees were onboard without any difficulty as it is very easy to navigate in Core and everything is consistent, with the result there is no learning curve between the screens. We are also experiencing that it is easy to do invoicing and track time in Core. We are taking advantage of some of the advanced features of Core like 'Report Scheduler' that has helped us automate the reporting process. Our clients electronically receive statements and accounts receivable reports resulting in less human involvement in maintaining the cash flow.

Very early on we were not pleased with updates stepping on our settings but since then it has been rectified.

Logical organization of procedures, ability to customize reports, outstanding live help service.

Having staff manage time entries (rather than having to manually input from timesheets) has been a gamechanger. The reports are also hugely useful and help project managers keep track of budgets in real time. We're still learning and finding new ones that are useful to us.

Sometimes loading of project lists is a little slow/temperamental, but nothing major.

The ability for each employee to input their time/expenses is one of the features that I like the most. I also appreciate that staff members can check time and expenses for their projects to see where they are on projects with a budget. Invoicing is now streamlined because the information for the project manager's review is on one page. Budget information is on the draft invoice which makes it easy to see when a project is over/under budget, and who has coded time to the project.

I wish there was a better way of archiving old vendor bills.

In our previous software we were not able to run reports that are helpful to our business. After switching to BQE Core we are now able to run all kinds of reports and it has been a big improvement just in this area. We are utilizing Core for time and expense tracking and billing. All our staff use it and with everything in one place it makes data mining easier.

Some bumps in the road in the very beginning but well past that now.

Our small business has been using Core for about a year now. At this point it is difficult to imagine how our business timesheets, expenses, and invoices operated without Core. We enjoy the flexibility it allows us to utilize the functionality we need without being forced to use or pay for features that don’t apply to our unique business. We continue to expand the ways Core helps our business through learning new features, creating custom reports, and exporting helpful information. As our business has grow BQE has worked with us to help stay on top of our growing needs

Improvement in Scroll & update issue – when doing batch edits to approve time, update bill rates, etc. the only items actually edited are those that load. We only have 15 employees, but a month worth of time can take a very long time to scroll through. There should be an override to load all or apply to all rather than having to scroll through hundreds of entries, loading more every 3-4 seconds.