Aptean Industrial Manufacturing ERP Traverse Edition

Score9 out of 10

8 Reviews and Ratings

What is Aptean Industrial Manufacturing ERP Traverse Edition?

The Aptean Industrial Manufacturing ERP TRAVERSE edition is a business accounting software suite for small- to medium-sized businesses using the Microsoft Windows operating system, that can be hosted on-premises or in the cloud, or in a hybrid fashion. Traverse runs using the Microsoft SQL Server database. In versions released from 1994 to 2009, Traverse was coded with Visual Basic for Applications, and operated as a Microsoft Access application. The current version is coded using the C# programming language within the Microsoft .NET framework, and no longer requires Microsoft Access.

Traverse features general accounting (e.g. a general ledger) and also analytics for budgeting and expense management, multiple users with access control, and it contains sales and inventory management features. It is customizable, with custom fields, forms, and functions. Its full breadth provides business intelligence functionality and a CRM if these should be desired, and the software is mobile-accessible. Given the many ways in which Traverse can be implemented its cost will vary.

Categories & Use Cases

Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.3
Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 7.5

Accounts payable
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
Category average: 8.3
Custom reports
Users can create custom reports.
Category average: 7.6

#1 most frequent

Manufacturing

39.2%

40 installations of 102

#2 most frequent

Health Care and Social Assistance

10.8%

11 installations of 102

#3 most frequent

Wholesale Trade

9.8%

10 installations of 102

Jessica Leffler View profile

Program Manager of Accounting in Finance and Accounting at Clay County Public Health Center (51-200 employees employees)

Use Cases and Deployment Scope

OSAS is being used solely in the finance department. It is used to generate AP checks and to record all financials including AR and bank reconciliation. Only 2 employees access it, myself and our purchasing agent.

Pros

No confusing reporting.
Easy to follow interface.
Simplified experience.

Cons

Not user-friendly or intuitive in the least. Even with the instruction manual, it's like part of it is missing or you are expected to know certain items before even looking.
Reporting is very basic and impossible to customize on the user's end. You must have tech support build them for you. Also, no cross fiscal year reporting.
Can't cut only one check if you have other invoices already entered in the batch.
The chart of account codes are not independent. You must build your whole GL for each fund source or program, which leaves you with an unwieldy chart of accounts.

Return on Investment

We have to do so much tracking of expenses by hand, that using OSAS doesn't save us any money in that respect.
I believe my predecessor used OSAS for over 15 years so she obviously felt comfortable with it. I can make do with it and at least track my bottom line.
No real reporting other than basic balance sheets.

Alternatives Considered

CYMA

Aptean Industrial Manufacturing ERP Traverse Edition

What is Aptean Industrial Manufacturing ERP Traverse Edition?

Categories & Use Cases