Opiniones de BQE CORE Suite

Valuable software for billing at a law firm

Comentarios: Bill quick is a perfect solution to create invoices and be able to bill many different attorneys on different projects.

Puntos a favor:

The ability to customize many of its features is great. You can setup and keep track of time associated with various cases, clients, projects. There are so many reports that you can run to keep track of your spending. Able to export invoices to LEDES format. Able to import time from excel spreadsheet.

Puntos en contra:

It takes some time to learn the software, the tech support team was great in getting me up and running. If you want additional reports they have a custom report group but their cost is a bit high to modify reports. It looks a bit complicated but actually it is easy to use.

Streamline Your Business with BQE CORE Suite

Comentarios: Overall, I'm very pleased with the BQE CORE Suite. It's made my business processes much more efficient and streamlined. The user-friendly interface makes it easy to learn, and I'm able to quickly get up to speed on how to use the software. It can be difficult to customize to my individual needs, but with a bit of trial and error, I'm able to make the adjustments I need.

Puntos a favor:

BQE CORE Suite is an amazing software that has helped me streamline my business processes. From project management, invoicing, accounting, and reporting, I can easily track and manage all aspects of my business. The user-friendly interface makes it easy to learn, and I'm able to quickly get up to speed on how to use the software.

Puntos en contra:

BQE CORE Suite can be difficult to customize to fit my business's individual needs. I've had to invest a lot of time into learning how to adjust the settings to meet my needs.

Core 1

Puntos a favor:

Having project, time management, & billing in one domain is efficient. Generally tech support is excellent!

Puntos en contra:

Inconsistent reportingInconsistent project identifiers Inconsistent transaction trackingWay more complicated than it needs to be--project set up, tracking, fee scheduling, etc.

Best product out there, basically out of the box .... no implementation needed

Comentarios: Just great, it allows me to have a far quicker pulse of the business in financial terms and also marketing wise keeping track of proposals.

Puntos a favor:

It is very well structured, in a logical manner and has put a lot of attention into details of how projects can be deployed in so administrative ways in the AE industry. It can keep a project very simple o very sophisticated in terms of phases, budgets, reporting, etc.

Puntos en contra:

Moving from Archioffice (the previous software from BQE) to CORE was not flawless at all. I would have liked more support from BQE and that they acknowledge it is not flawless or that things willl appear automatically.

Great software for a small firm

Comentarios: We went from no project management system and manual accounting. This has improved our productivity and improved profits.

Puntos a favor:

Setup was very easy, the support was great at each step. It is the most cost effective for a small firm. At any time I can call or email a question and get a quick response. They are constantly updating and improving the system.

Puntos en contra:

Updates sometimes cause lags the system, but if you sign up for updates they will let you know when they are doing them.

Easy to use interface, with some room for improvement.

Comentarios: We've had our hiccups from the start when we decided to migrate from Billquick. The communication has been severely lacking from the start. Several data issues which have still be unresolved, and functionality that varied from BillQuick that we've had to adapt to, even though we were assured that everything that was in BillQuick would be part of CORE. The most significant issue we have though is response time and communication when there is a reported issue or problem. Customer service is readily available to address a new issue, but the resolution is poor.

Puntos a favor:

Cloud-based, project performance data, reporting options.

Puntos en contra:

We migrated from BQE's Billquick software. There were elements of the migration that went well, and some that did not. It's been over 6 months since migration and I'm still waiting on data issues to be repaired and issues to be resolved.

Tax & Legal Service Invoicing

Puntos a favor:

The user layout is fairly easy to manage and self-explanatory.

Puntos en contra:

Online credit card payments via Stripe have not worked well since we began using the product in August 2021. The error codes are never consistent and customer service never seems to be able to provide an explanation for the issues (even after ruling out user error). We also tried to set up ACH payments via Plaid and were never able to successfully link the systems. Many clients have had to call our office or mail a check to provide payment on their Core invoices which should have been online-pay capable.

BQE review notes

Comentarios: Nice

Puntos a favor:

User interface is good and it is also good that data is on cloud

Puntos en contra:

Slow and always buffering, too much time for processing

2 year user

Puntos a favor:

I like the customer service provided and the continual updates/improvements made throughout the year.

Puntos en contra:

The slowness of the site during peak hours and the occasional outages. Also, users should be able to build custom reports.

Can't function without it!

Comentarios: Love it!

Puntos a favor:

BQE Core is vital to our office function and we could not go without it.

Puntos en contra:

Integration with Quickbooks was not great, but we worked through it.

Existing User

Comentarios: We've had our ups and downs. After a couple of days on the phone with customer support, things have been clarified and settled. I understand some of my problems now and how to fix them. It is really the first time I have felt comfortable with my choice in software. As I learn new things, play with it more and talk with customer support things that I thought might be deal burners, are really not. We all need to accept change, and for me as a former development programmer, I am used to it. I was not that into our existing software that we are replacing as I only had to deal with it for a year as I am kind of the new employee. Yes, I looked at several different software options. Yes, some had more features than others, some less. It is going to be pretty difficult to find a replacement software that is exactly like the one you are replacing. My original review stated there were a lot of bugs. I'm not so sure about that statement any longer. For me, it works better through Crome than Edge. I did have quite a few issues when running in Edge. This may be a problem that has since been fixed, but I'm okay in chrome.

Puntos a favor:

I have had more time with the software since my last review. As I slowly convert the firms old data to this new software, things are falling into place quickly. I'm becoming attuned to the software. Learning little things I didn't know where there, both by playing around and talking with customer support. This software is easy to learn. Not a real big learning curve, assuming you are familiar with project management, accounting, project setup or you have people familiar with those areas. I do it all, and basically maintain everything for everyone else.

Puntos en contra:

I don't have many, but if I had to pick... they are not really cons, as I hope they will expand to these later on. API with Office 365/Outlook would be a nice added bonus. For me, especially Outlook. Also API with Quickbooks desktop version. This isn't a big issue, as I hope to also phase out QB and only use that software for payroll. Which I will then have an API if I go with QB Online/payroll. I will always use QB for payroll, so I am use to doing journal entries into systems to reflect the payroll numbers. This is not a hardship for me.

We are particularly impressed with CORE’s user-friendly, “all in one” design

Comentarios: Our small but rapidly-growing architectural firm was looking for a project management and billing solution. We were particularly impressed with CORE’s user-friendly, “all in one” design.

Puntos a favor:

It provides us with a single source to record employee time, manage project tasks, budget, invoice and track project performance. We took advantage of the various training packages and technical assistance BQE offers to help us get up-to-speed with CORE in a matter of months. BQE also worked with us to develop a custom invoice that provides our clients with current and past billing information in a clean and easy-to-read format. With the mobile app, our partners access CORE data anytime, anywhere, and can record travel expenses directly from their smartphones. BQE has demonstrated to us that they listen and responds to suggestions on how to make CORE an even better program for its users by providing regular updates and enhancements that incorporate our suggestions. We are very pleased with CORE and BQE.”

Puntos en contra:

Everything is working for us and if it does not then that is what support is for. Like any other new software implementation there is a learning curve. We took advantage of the various training packages.

BQE Core Review Dec 2022

Comentarios: This software does take some time and effort to learn, but as with everything you get out of it what you put into it. You need to take the time to both learn and enter data so that you get accurate results.

Puntos a favor:

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.

Puntos en contra:

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

CORE has given our principals and project managers more access to real time data

Comentarios: As we continue to get more proficient navigating CORE, it has given our principals and project managers more access to real time data reducing the potential for errors in reporting and data transfer in multiple areas to better service our valued clients.

Puntos a favor:

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.

Puntos en contra:

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.

JUST DONT!!!!!! Refused to give refund after acknowledging it doesn't work

Comentarios: It was the most expensive waste of time I've experienced in a long while. It's right up there with Yelp advertising. Once you get pay it's over. I determined that this didn't work for me at a bout 2 weeks in. But, I was patient and tried to work through it with them. Roughly a month later, we came to the understanding that it doesn't do what I need, and they can't make it do what I need. (Quickbooks and Method Crm was doing this stuff before) I asked for a refund or even for the remainder of the year I paid for. I was told they "Don't Do Refunds" So, They're cool with over-promising, Taking $650, understanding that you're not using the program any longer, and are dissatisfied. Pretty Lame If You Ask Me

Puntos a favor:

The Sales guy was really friendly and try to rush me into a holiday sale. I should have known.

Puntos en contra:

It was promised to be totally customizable to any business. It absolutely was not. I spoke with customer service well over 10 times, probably 20 calls. They could show me how things were set up, but never really able to make it work with my business flow as I had with Quickbooks. The program was often slow and sluggish between screen changes (I have very fast ethernet connection 250mbps DL speed). Many features were on different screens and made for a lot of loading time between simple tasks. Again....not customizable when I bring it up.

Robust Software Program

Comentarios: Tech support is the best I've ever experienced. Very knowledgeable and helpful. Just wish I didn't have to call them so much.

Puntos a favor:

There were a lot of interfaces to this software. It did everything we needed, but not everybody was on board with the difficult of use.

Puntos en contra:

It was probably way more than a company of our size needed. We are switching to Squava after just a year and a half. We felt like a beta tester of this software. Our project managers thought it was hard to use, and didn't feel our data was always accurately depicted.

Invoices have been easier to process compared to previous software

Comentarios: Overall experience is great. As mentioned we experiencing error free time tracking, billing and the presentation of invoices is far better.

Puntos a favor:

We use the time, billing and accounting functions frequently and it has made my job a lot easier and smoother compared to tracking down expenses and time for the team members. Processing reports are simple as well. Less error of tracking time/expenses as compared to our previous software. Invoices are more accurate. Invoices look professional and clean.

Puntos en contra:

Cannot think of anything at this time. We are really enjoying the software

it’s truly changed how we operate as a business

Comentarios: We have only been using the software since September 1st. Previously we were using Excel for project management, timesheets, and AR invoicing. In addition, we were using Word and Excel to generate manual invoices (then converting to PDF). Not only has the billing process been improved, but we have been able to implement Internal Financial Controls. We purchased the HR and Accounting modules a couple of months ago and are in the process of implementing our own HR templates. We are looking forward to automating the HR process. It’s truly changed how we operate as a business and made us ten times more efficient in so many different ways.

Puntos a favor:

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.).

Puntos en contra:

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.

The Value of Core

Comentarios: As mentioned, the product is great. The support is second to none. Core has been the tool we had been missing.

Puntos a favor:

We have used Core for a couple of years. Our firm specializes in foodservice design and our services are performed through architectural firms. This software is an incredible tool for other service related firms. The software and its tools are incredibly robust. The single major aspect is residing in the cloud. This allows connectivity from any where. Additionally, the project and/or staff performance tools are an amazing snapshot of our things are going. We also schedule our project tasks with Core. Those tasks are assigned (allocated) to staff with end/due dates. Task completion percentages allows project management to monitor progress. The notification system alerts the appropriate team members when task have been completed. There is an abundance of management tools and controls.

Puntos en contra:

Although the training is great, the online resources plentiful and the on-call support fantastic; there is a bit of a learning curve as the software is so robust. It just take a little time to become familiar with it and proficient. So you must go through the training and then dive in!

Great product! Practical, customizable, and good value for the money.

Comentarios: This product saves me time and keeps all my cases organized so I never miss important deadlines or follow-up tasks. Well worth the money.

Puntos a favor:

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.

Puntos en contra:

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.

The logic/use process seems to flow very well

Comentarios: The logic/use process seems to flow very well. The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.

Puntos a favor:

Overall, very good. There was a learning curve, as with all software, but it makes sense once you figure it out. There are lots of connectors/features so knowing what you need is a big part of this. Support has been very good. They methodically think through processes and help with issues, configuration settings, or bugs (which I recently filed and it will already be fixed by the weekend). The software appears to do what I need it do (Project/Time/Expense Management) and may also be our replacement for QuickBooks once we get the processes figured out. The cost seems to be fair and it’s Tiered Usage based on user needs was great and something competitors didn’t offer very well. We look forward to continue to use the product

Puntos en contra:

Its big and complicated. I would spend time investing in documentation on what things really do for the back-end. For example: The QuickBooks integration is great, but finding out what actually happens is confusing. I had to set up small tests to figure out that “activities” really mean “services” in QuickBooks and you can have select what records have to sync… documentation (very technical) is very good for people like me!

Our experience with BQE Core has been incredibly great!

Comentarios: Overall our experience with the product and people supporting it has been incredibly great. All along our journey of selection process and then on-boarding and finally day to day support we need has been a wonderful experience. The easy setup of projects using templates and option to assign bill rates by projects using fee schedules has finally reduced the steps and workload.

Puntos a favor:

We were struggling with using many software applications to run our business. With Core we everything is in one software from tracking time, expense reporting, billing and project tracking. Our project managers have real-time project progress on a wide variety of reports and the best part is they can customize dashboards to fit their needs. Rest of the management team has easy access to the information using the scheduled reports without even logging into Core. We really love the automation.

Puntos en contra:

Early on we had a difficult time understanding the vendor bill workflow.

Core has been a huge time saving for us..

Comentarios: It is such a user-friendly software program and the customer service is definitely great.

Puntos a favor:

Core has been a huge time savings for us. The ease of creating invoices, making and customizing reports, and entering time has improved our ability to get more done overall. We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues. We would recommend Core to anyone on the fence about the service. It is such a user-friendly software program

Puntos en contra:

There was a bit of a learning curve in the beginning and training coordination was somewhat challenging but nothing extraordinary.

Slowly getting there

Puntos a favor:

What we like the most about Core is the way everything is integrated in one application instead of using standalone apps that do not talk to each other. The ease of pulling up the needed date is definitely helpful. I have liked how some of my suggestions to Core ideas have been implemented. If more of these could be fixed and added to the software, the use of the software would be more efficient and effective.

Puntos en contra:

Although, BQE is working on a payroll module and i have to use a a separate payroll software to process payroll. On projects when you assign a group it doesn't let you assign to all phases and this feature addition would be great.

We have a pleasant experience with Core as compared to previous software

Comentarios: In general, we have a pleasant experience as compared to our previous software. Core works appropriately and has solved our time and expense and billing problems significantly.

Puntos a favor:

Core has a easy and intuitive user interface which makes our day to day processes easier. With Core being a cloud software close to 200 employees are using it on a daily basis for time and expense tracking, billing and engagement management. Our business is not a typical accounting firm with 1 or 2 billing person, we have 75 people in our billing department that do invoice simultaneously out of Core. Prior to switching to Core it was a daunting task. All the processes are faster and better with Core. It is is our main business management software and we before it we had a local system installed on our servers.

Puntos en contra:

More tools for creating reports according to our needs and more options for administrators