PRODUCTS > CRM OnDemand > Accounting
ACCOUNTING MANAGEMENT – Integrate CRM with backend Accounting

The Accounting module provides you with a central repository to help you keep track of orders, invoices, payments, expenses and inventory, as well as additional specialized accounting functions. This information is stored along with contact and account information providing your staff with a complete 360 degree view of customer and account activity.

Commence On-Demand now integrates with popular Accounting and ERP systems including QuickBooks.

 
     
Key Features
Order History Management
Keeping track of your order history helps you send out proper invoices, record payments, balance expenses, track purchase orders, and keep accurate inventory.
Invoicing and Invoice
History Management
CRM On-Demand can produce invoices from the associated order history. Also offers Invoice history managment.
Payment Tracking
Allows you to set the payment options your business will accept, efficiently record partial payments, track payments to all associated invoices and calculate remaining amounts.
Expense Management
Manage personal expenses associated with Customer Projects, Customer Orders or Support Calls.

Purchase Order Management

Track internal purchase requests by allowing employees to submit purchase orders for approval.

Manage Items/Products

With CRM On-Demand, you can import/enter your products into the system, assign price structures, check on the available inventory, and calculate cost versus price to balance expenses against profit.
Integrated Vendor Management
Manage vendors as accounts, and easily associate them with sales, promotions, orders, purchases and any variety of business transactions.
Integrated Inventory Management
Easily record all of your inventory, refresh your existing inventory, as well as track your inventory to incoming orders and payments..

Manage Promotions/
Volume Discounts
Define the discount amounts, designate which customers are available to receive the discount, and how long the discount is available.
Mobile
Stay in touch and manage activity while away from the office.
 
 

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