Skip this, unless you looking for a simple ERP
I rarely review, but I wanted to share my disappointment after purchasing this deal based on other highly-rated reviews.
When the creator says Deskera is an all-in-one accounting, sales & HR software, it means that it is a stripped-down ERP. The entire platform is filled with ERP related features that maybe small businesses don't need and no option to hide it. Ignoring the extra features are fine, but some are required so now you are forced with additional tasks in your workflow.
Deskera contact management lacks the basic features of first name, last name, company name. They just have name and address. Then you can only have one email per contact, so when you dealing with multiple persons of the same company, you need to create multiple contacts of the same company name and address.
You can have up to 5 email reminders for your invoices, but you only have 2 templates, before due and after due date. Thus I can't have a different email template for urgent reminder when invoice due tomorrow, vs when invoice will be due in 2 weeks.
They have built-in NET30 and others for your invoice payment terms, and you can add your own terms, but you can't edit or delete theirs original NET30. They don't have custom payment term that due end of the month, or first of next month.
The worst limitation is the 1000 characters in product description. The UI don't even hint about the character limit and simply cropped out your pasted data. Don't bother to use custom fields here because it won't appear in the product list columns of your PDF invoices.
While they have many PDF templates, once you start customising it you are stuck with what the template can do. There is only one colour scheme you can change, and there is no way to resize the your logo. You can't change the wording Quotation into Quotes, or any other labels, so you stuck with Quotation No as label instead or your own label like Ref No. You can either show or hide a section only. The columns of your items cannot be resized to your liking. Quantity and unit are in separate columns, so instead of 5 boxes, it is 5 then next column boxes.
On the surface you will be excited with their many features, but once you start diving deep on each function, you are stuck with the limitations.
Kartik_Deskera
May 9, 2024Hi,
Thank you for posting a review. Let me try to assist you on the various issues you have shared
Deskera Apps has one major feature of adding Custom Fields, hence any additional detail that you need to tag to your Contacts can simply be added as a custom field for Contact and you can also print it in Invoices or Orders (and also filter the Contacts by that field)
The invoice reminders as you explained are only for Before Due date and After Due date. This functionality will further get enhanced when we release the Workflow automation fully for Deskera Books as that would let you create custom reminders
For the Payment Terms, we would note your suggestion regarding setting Due Date as 1st of Next month or End of Month
For the Product Description pointer, there is a word limit. If user requires to add more details to the line item products they will need to add additional fields.
I would also like to add that we do have the option to print Product Level custom fields in Invoice templates using our offline template designer. Refer this tutorial to understand more on the same -
https://www.deskera.com/care/how-to-apply-custom-field-in-document-designer/
With regards to your point related to customizing Invoice layout, we have 2 options
1. Online document designer - for relatively simple modifications
2. Offline document designer - for full scale modifications that can be done on an MS Word template
Please do share if you have any further queries or feedback.
Thank you