Unanet A/E Reviews

"Quickbooks to Clearview"

Comments: We are solving a lot of redundancy issues that we had with previous software. It is helping us streamline our accounting system.

Pros: The thing that I like the most about software is its ability to provide me with up to date information that is critical factor in making project related decisions. Also I have found ability to run numerous standard and custom reports helpful.

Cons: All of the capabilities are overwhelming in the beginning.

"Long time customer"

Pros: Was able to import data from old/so to be obsolete program (Sema4)

Cons: Need to have ability to write computer code to make changes to templates

"A Must-Have!"

Comments: Our employees pick up time entry very easily with InFocus. Its also great that employees can monitor their own PTO accruals, seeing all that they've accrued and used throughout the year. Employees can also generate their own reports to see how many hours they've worked on a specific project. Its great!

Pros: It is so user friendly, if you are familiar with excel, many of InFocus's features are created the same way. Very low training time!

Cons: Copying entries on time sheets or AP's could be a little better, but it isn't that bad.

"Great product for a small to medium firm"

Comments: We've been using this for a few years now and we're still learning how to use it effectively. Overall, I think its a great tool.

Pros: Once you get used to the layout its very easy to navigate and find the information you're looking for. I'm sure it can do a lot more that what we're using it for and I'm excited to see how we can grow with it.

Cons: It forces you to structure your projects specifically in order to use all of its features. At times it seems too rigid in its assumptions on how a project should be structured and we have to find work arounds. For example we might have 2 Project Managers on one project, but you can only select one per project.

"Best ERP and Project Management Software for its price"

Pros: It has all the blows a whistles SAP has to offer. For me, it was very important that InFocus had strong internal controls in order to preserve the integrity of the data. Additionally, it is very user friendly and allows for quick queries, custom reports, and third-party integration. It is a software that caters to your needs without the big software restrictions.

Cons: Currently there is nothing a true dislike. But if i had to pick one it would be statements. In order to generate stand alone statements and submit to the client it has to be done manually versus a mass email distribution. Similar to invoicing. However, if the client is invoiced on a monthly basis they would recieve a copy of their statement with their invoices.

"Clearview is for Everyone!"

Comments: One benefit I have realized is the ability to make minor edits to Accounting entries without having to go back redo something. The flexibility of this software is unmatched.

Pros: One thing I like most about Infocus are the Gridgits on the dashboard that provide various information all in one place. I also prefer this program because of the flexibility in entering data so there is no more deleting something because you have to make a minor change. Infocus has a variety of reports that are easy to understand that provide a wide array of data. I also appreciate check processing in Infocus for Accounts Payable and Employee Reimbursables because it is very easy to use especially with the recent transaction tab. Timesheets are very easy to enter and approve in Infocus and benefits hours are easy to see for each employee.

Cons: One thing I like least is that some functionality of Infocus is not user-friendly (i.e. having to use F4 instead of Enter). I also would like to see benefit accrual more automated and payroll integration with outside software (i.e. Pensoft) made more seamless for companies that have salary plus employees.

"Great SAAS accounting solution for an ACEC firm"

Comments: It's a more cost-effective option than Deltek Vision. If that's your comparison as an ACEC firm, I'd say go for it! :)

Pros: * Reasonable setup and ongoing price per seat. Monthly billing available. * Quick and easy setup. We were online within 24 hours and had our data converted from Deltek within 7 business days. * Great technical support via dedicated user login message board interface. Answers/response are usually taken care of in under 2 hours for non-critical/emergency issues. * InFocus Custom Reports and Invoice Designs can be created and edited using the SQL Business Intelligence Development Studio 2005 from Microsoft.

Cons: The only real downside so far has been speed of the interface. We had this as an onsite server and response times were awesome with our own dedicated server. I would have hoped that with SaaS that the background horsepower for their servers would be a little better than what it is. Requests take approximately 4x as long to process as when we tested it as a local SQL installation. Please keep in mind that this is a "feels like" statement and not a technically measured out in milliseconds statement.

"Project Management software"

Comments: We have greatly enhanced and automated the project cost management using InFocus.

Pros: *Tracks project costs easily
*Many options for project set up
*Allows users to enter time and expenses from anywhere
*Electronic file attachments allowed throughout the software

Cons: *Cumbersome or lacking drill down capabilities in multiple modules
*Missing a few warning messages in critical areas such as the ability to post AP/AR to closed periods

"Clearview Software Review - Infocus"

Comments: I am extremely happy with Clearview Infocus. They have been amazing in their customer service department and help when I need it with trouble shooting. They have gotten better about adding tutorials and training modules, and even adding in person workshops to help expand my knowledge and learn more about the software. They are always listening to their customers and adding updates to include features their clients want to see.

Pros: I like that the software is able to integrate all aspects of our business, from timesheets to expense reports, invoicing, and bill payment, etc. It is a one stop shop kind of software.

Cons: The hardest part of the software is getting it to generate the reports you want if they are not already built into the system, if you want a custom report do you do need to know some sequel background to run a report. I have also found that it is an extremely powerful tool but I am only scrapping the surface, and if I knew more information it could be even more useful. Adding custom boxes to applets to make it more specific to our business.

"Software is good but could be better"

Pros: Comment section under time tracking provides us the ability to accurately account for the time we spend for each client project.

Cons: I find the interface of typing in job codes to record time user UN-friendly. It is difficult to type in a job code without getting some type of error- especially if you are unsure of how many tiers or sub-categories there are.

"Not terrible"

Comments: The system was a step up from our previous software (Wind-2). However, it was not as user friendly as I would have liked and it lacked the ability to completely customize and build reports and client invoices. It was a good value for money in the sense that it did offer a great deal but it left me wanting more.

"Easy to use and powerful"

Comments: Hours recording

Pros: Ease of use in recording hours for timesheet

Cons: UI format is relatively bland—could use more customization

"Not entirely intuitive, but once you get the hang of the software, it's fine to use."

Pros: Very easy to do an expense report, and once you get used to the program it's fine to use and you can enter your time quickly.

Cons: You have to use internet explorer to use the program, and there are a lot of strange keyboard commands that are not intuitive. If you don't know the quick key commands, there end up being more steps than necessary to log your time.

"InFocus"

Comments: It has been an easy day-to-day experience for me

Pros: Quick and easy interface for daily accounting

Cons: Could use a more robust interface and better cross-product compatibility

"User for over 1 year"

Comments: staffing projections are better in our office.

Pros: Metrics and planning - Ability to check in on projects in real time.

Cons: The UX is clunky. I wish it was easier and more intuitive. There's a lot of glitches - like adding staff to resource scheduler means that the staff cost is not calculated in project planning.

"Good product getting better."

Pros: Been using it for 10 years. The company has grown a lot in that time adding new features.

Cons: It is sometimes a little rigid in the use cases that it supports.

"Why I like Clearview accounting software..."

Pros: Our company has been with Clearview since 2008 and we've grown with them over the years. What I believe I like best about Clearview is that besides it being fairly easy to use, someone is always available to reach for help via phone or email (during business hours) and they are prompt in responding back. Whether I need a custom report made quickly or training on a new release item they've just put out, it is comforting to know that I'm always going to be taken care of quickly.

Cons: I'm really happy with Clearview so really don't have anything specific that I don't like.

"Office Manager"

Pros: Ease of use and the support of the product is great. The reports are wel formatted and laid out. You can extract information easily, according to your needs.

Cons: I would like to see the training modules offered free of charge. The monthly maintenance is increasing and in US dollars.

"great onsite service"

Comments: na

Pros: Brock came out and did a great job meeting with us and helping to build customized tools for our team to best utilize the software.

Cons: we've paid for so many self-hosted licenses, that it makes it really tough to convert to a cloud based platform and just basically throw away all those initial costs.

"Masterful project accounting suite"

Comments: It is a little slow to get started, but the control and functions are well worth the time investment.

Pros: Although there is a steep learning curve for portions of the software, it offers extensive customization. If there is something that you want it to do then it can probably be achieved with some knowledge of SQL or Powershell. All modules are included, which when you consider this the pricing is very competitive

Cons: It does not include payroll; however, I usually prefer to have payroll separate anyways, as the functionality of payroll from a dedicated software is usually much better.

"Clearview Infocus Review"

Pros: This product has many bells and whistles. The integration between the opportunity (marketing) through proposal to accounting is pretty good.

Cons: This product is on the complicated side & not exactly user friendly. You also have to pay for training with them. There are some unique features to this program that if you don't know them, you can get lost or frustrated. There is not a good user's manual but there are some tutorials for various modules that are pretty good and customer service does get back to you in a timely manner for questions.

"Its a must have for keeping track of your resources."

Comments: It's been great experience! We have been working with the Clearview team since 2012, the staff is not only professional in their approach to develop and improve the software but they genuinely care about their clients. We feel that we have had the opportunity to develop a partnering relationship with Clearview's management and staff. This relationship, and using the InFocus tools effectively have allowed us to do a more efficient job at managing our current operations and planning for the future.

Pros: The analytics help me to keep track of multiple data points without spending tons of time reviewing data. With a few clicks of my mouse I am able to see resource utilization in any timeframe I need, department and associate availability at a glance, projects that have budget concerns, I can see how well we are spending against our plans and easily track opportunities/proposal status at a glance. It's help make my job easier.

Cons: We use Project Planning and Resource Scheduler frequently and it works fine but I would like to see more effort go into improving the functionality of its components i.e. Earned Value, Change Order tracking and just having better tools to manipulate the scheduled data.

"Accounting and IT Manager"

Comments: Choosing InFocus is one of the best decision we've made. Training can be a challenge when adopting any new system. Clearview offers extensive training videos, consultations, and webinars. Considering most software products continue to improve and implement client-suggested upgrades, I appreciate Clearview's workshops, where users can continue their InFocus education on advanced levels. Having the opportunity to attend has helped me to really hone in on configuring our InFocus database in ways that are compatible with my company's workflow. I also picked up tips and tricks other users developed for their needs.
Customer service is also very important to me. I appreciate responsive, knowledgeable technicians and staff members who listen. They do not over promise, over-sell, or mislead when discussing requests, issues or customization. They believe in empowering their users. I LOVE THIS!! They offer a workshop for those wanting to learn advanced report writing. Support staff will work through any issue or request until it has been satisfied.
InFocus demonstrates its value. Invoicing is fast. Communicating project details flow more smoothly. Preparing invoices in various formats are easier. All this and more are offered for a low monthly cost per user. They even offer a training version of our data for a very low monthly fee, and any user can access it. This has been crucial when I'm working through project setup options and need to test my ideas.
Overall, I love it.

Pros: It's easy to navigate, more intuitive than other products we've used, and customizable. It's difficult to pick my favorite aspect; it's such a great product overall.

Cons: I wish user's could change the color of the Sandbox (training environment). Having it the same color as the live version can make it a bit confusing when training others.

"Functionality at its Finest"

Comments: Being a newer accountant in the engineering industry, I had a bit to learn about how jobs are billed, tracked, etc. It is definitely a different process than accounting for goods being sold! I came into my job as the implementer of InFocus and learned A LOT simply by learning the system. InFocus is so easy to use and straight forward. If there is something that I don't catch onto right away, the Clearview support team is always ready to help and quickly help resolve the issue. As the years have gone on they have updated the system based on feedback from their clients, which is amazing! The changes they have made make things run more smoothly and it is great to know that they are listening to the needs and desires of their clients. InFocus also has a built-in reports, but also its own report builder tool if the report you need isn't automatically there you can create it yourself! Overall, I would definitely recommend InFocus to anyone looking for new engineering software. The program is easy to learn, easy to maneuver in and provides everything you would need. Even your specific need isn't met you can simply reach out to their support staff and be taken care of. It is a great software, but even better customer service - thank you Clearview team!

Pros: Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides

Cons: Export to excel needs manipulated often, if modified the journals will show both versions

"Clearview InFocus"

Comments: Positive

Pros: Ease of daily use and streamlining of all of my tasks.

Cons: there is nothing that I dislike about this software.