PEX reviews

In the past we used 3" Binders, Paper, tape and Excel to track every expense on our 30+ projects a year. End Users hated the antiquated process, so did our Supervisors and we were running out of valuable space to store/find binders. Enter PEX which captures expense data automatically and has mobile photo uploads of receipts, completely revolutionizing our process.

Some vendors/film crew do not have the ability to accept credit/debit cards/online payment processors and instead prefer check or cash. Adding the ability to cut/mail checks like a standard Bill Pay offered by most major banks or ability to withdraw cash at an ATM would help keep all expense tracking under one platform!

I like the new vendor card function. There are a few issues but this is a developing product that we have started to embrace.

Difficulty setting up some vendor accounts

It is very flexible and can fit almost any need. From employees to independent contractors. It gives you control over each card, easy to manage online or in the app. Add funds, delete funds, freeze cards, etc and your actions are immediate! Easy to order cards too.

That the debit card doesn't tie directly to our account and during heavy use time we have to watch our balance to be sure we have enough funds available overall to add to individual cards. But this is not hard to do, just the thing I like least.

Excellent communication and response time to any questions or concerns.

Minor problems with getting new changes to procedures in documenting suspicious activity-but that was cleared us with one phone call to my Customer Success Manager.

We are a large company with several cards. I really appreciate the direct connection with our account manager [sensitive content hidden]. He is always happy to help us with issues that arise, questions or concerns.

Inability for cardholders to code expenses to our GL.
Having to transfer bank funds to cards vs having an open line of credit.

easy to create cards and set up rules, vendors cards

for know it looks perfect, maybe suggestions will come later after we use it for couples months

The usability of the cards and dynamic functionality of the merchant codes create a great environment for control and spend management.

Shipping of the physical cards was a little lengthier than we would have liked.

The setup process was very easy and the platform is user friendly. We’re able to track the expenses on time and reloading the cards is extremely easy and fast. The complete process was smooth and the cards work great.

So far we have not had any issues or cons with PEX.

It was easy to set up and easy to use, and I love the dashboard because I can see my exact balance at any time. It's so convenient to scan my receipts in and they go right to our bookkeeper, and I can see them later on the app when I need to review them.

I didn't like having to add yet another app to my phone, but turns out it's well worth it.

Ease of use of the product and great customer service!

So far, I am pleased with everything and have no cons.

I love how easy it was to setup and how easy it is to maintain the cards. Can't beat the pricing either.

Have only been using the service for a few months, but haven't experienced any cons yet. It works for exactly what we need it to do currently.

The ease of employees to upload reciepts and code their transactions. Love the interface with Aplos!

I can't think of anything to write about for this question.

We utilize PEX in conjunction with APLOS accounting software. They are a match made in heaven and integrate together pretty seamlessly. Our staff find the cards easy to use for in-person or online purchases and maintaining and matching receipts is very easy. The mobile app further enables functionality. The administrator capabilities are intuitive and well organized. Ordering new cards and inactivating cards is a snap. Finally, you have the option of either heavily managing user card usage or almost turning usage on auto-pilot and everything in between. It is easily tailored to your comfort level and policies.

I can't really come up with any other than perhaps a few vendors such as rental car facilities don't accept debit cards and that the daily use per card is $5,000, but very few transactions exceed that amount.

1 - As Treasurer, I now reconcile 1 PEX account instead of 4 credit card accounts.2 - I can confirm correct Fund account (non-profit using Fund Accounting) as expenses are incurred and approved.

The difference between card Activation and card Registration for new card holders could be made clearer to this Administrator.

PEX is great for our business. We issue hundreds of cards and are able to easily control and manage each card with only 1 person at the helm. The reporting is fantastic and easy to use.

We really have no cons with PEX. The only complaint we have is that it is not yet compatible with our accounting software. But they do have connectivity to many softwares, so I would put the blame on us for using older software.X!

PEX Card is easy to use and reconcile receipts. Fast processing for card funding. Complete expense control through set up, restrict certain purchases by users.

Sometimes it takes longer than anticipated for a new card to be received in the mail. Had to order multiple cards before because cards were not being received.

Very easy implementation was a PLUS. Card ordering and shipping process was smooth and intuitive via the PEX portal.

Integration into our contingency management solution was straighforward

It is simple to use and saves so much accounting time to track employee purchases. We used to spend days collecting receipts, figuring out who made the purchases and which GL Account they should hit. Plus we had tons of digital copies of receipts all over the place taking up valuable space on our drives.

I can't think of anything that we didn't like

We love PEX because we can fund employee company spending debt free. We can control how much each employee is allowed to spend, on what and where.
Customer service is fantastic and very responsive.

The only CON is the delay in funding the account. You really have to plan ahead do account for the 4 day delay.

With 9 Crews on the road PEX is the lifesaver that keeps them funded for daily job needs, but keep our costs in check. With Daily Spend rules and limits, we can control how much is being spent each day. One less thing to worry about during the day to day grind! Very easy to set up and use. Crews use it just like a credit card.

Takes 1-2 weeks to get new cards. No issues other than that.

I love how easy it is to use for both my users and my administrators. It's been very easy to manage each card separately without having to call in and wait on somdone to do it for me. What used to take a lot of time now can get done in seconds.

The cards are magnetic stripe cards. not sure if new users are getting the chips or not but that would be a great upgrade.