PEX

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.